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Services

Trainings

Remote CRM Training Classes

We Offer Open Online Trainings for Your Efficient Use of PisaSales CRM!

Do you wish to use the full potential of your PiSA sales CRM and become more productive? Then you are in the right place! In our open online training classes, you can refresh your existing knowledge and acquire new skills to be able to work with your CRM system more securely and efficiently! Our online trainings are suitable for all PiSA sales users as well as for future users. Since they take place on fixed dates, participants from different companies can register and learn about the advantages of our software. Get more out of your PiSA sales CRM and work more successfully – both individually and in a team!

Your Benefits

  • Learn wherever you want! You can flexibly decide from where you want to take part in the training – no matter whether you are at home or in the office.
  • Save time and money! You have no expenses for travel costs and also the organisation of a training room is not necessary either.
  • Work with your own computer – you know it best! By learning with your own device, your company also eliminates the need to make training computers available to all participants.
  • Experience practical application examples. Our interactive training courses contain practical exercises and hands-on examples. So, you can immediately apply the know-how you have gained in your daily work!
  • Receive practical PiSA sales training documents. With it you have all tips and tricks at your fingertips!
  • Would you like to book an exclusive online training course just for your company? We will be happy to design the appropriate training content together with you and arrange a preferred date.

What can you expect in the open online training?

In two modules we give you a basic introduction to the user interface. Learn how to operate the system optimally. In addition, you will get to know a selection of the most important functions.

1st module

In Module I of the PisaSales Basics training, you will get to know the user interface of the web browser and its setting options. We will give you an insight into how to effectively create and link company and person contacts. You will also learn how to use the different ways of searching in PisaSales to find information efficiently and quickly. Along the way, we'll give you tips and tricks as well as best practices to help you work quickly and comfortably with PisaSales CRM.

2nd module

In Module II of the PisaSales Basics Training, you can expect an introduction to the use of activities in PisaSales CRM. You will learn how to link activities to people or, for example, sales cases, delegate tasks or create follow-up activities. You will get to know the new PisaSales mailbox and see how to use documents easily and in a structured way in PisaSales CRM. We will also teach you how to map the entire process in sales using the lead management portal and the business opportunities, quotes and orders.

Target group

PisaSales CRM users who want to refresh their knowledge as well as new employees who need an initial introduction to the system.

Technical requirements

  • Computer and monitor (ideally 2 monitors)
  • Internet connection
  • Headset (alternatively, loudspeaker and microphone). If you do not have a headset, you can also dial in with your telephone.
  • Webcam (optional)
  • Current Internet browser
  • The training will be conducted on the current web client (version 7.5). Please visit the GoTo Training information page to learn more about the system requirements.

Training costs
 (Module I & II)

Cost per person: 300 €

Costs for several people from one company

  • 2 people: 275 € per participant
  • 3 people: 250 € per participant
  • 4 people: 225 € per participant
  • From 5 people: 200 € per participant
Frequently Asked Questions

1. How many people are in one training?

The number of participants should not exceed 8 persons in order to make the training individual, effective and intensive.

2. How are the contents of a training organized?

The training is a mixture of theoretical basics and numerous practical exercises and examples.

3. Can the training contents be adapted to your individual focus and needs?

If you would like to book an exclusive online training course, we will be happy to put together a training package suitable for your company from the training modules. Please contact us, we will be happy to advise you! training is a mixture of theoretical basics and numerous practical exercises and examples.

4. Are expensive large groups worth it?

Yes, if several people from one company participate, the training will be cheaper for you.

5. How do you ensure training quality?

The training is conducted by professionally and didactically qualified trainers with several years of experience in the CRM industry.

6. Can I cancel the online training class?

You can cancel the online training free of charge up to 14 days before the training starts. After 14 days, the total training fees will be charged in case of non-participation.

7. How can I pay?

You can easily pay by invoice.

We recommend

You can benefit from the extensive and up-to-date potential of our training concept! The PisaSales academy combines the advantages of classroom events and e-training.

Get in touch with us