Are you looking for a 17hats software trainer who can lead corporate training at your company? We can match you with an experienced 17hats trainer who can run a virtual CRM training session for your business.
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There are many reasons why companies request training in using 17hats software. They might have recently signed up to 17hats and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use 17hats and want a certified trainer to answer all the tough questions that the team has.
In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at 17hats implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming 17hats online course. Let’s start with implementing 17hats in your business.
To get started with 17hats CRM software, the first step is to sign up for an account on their website. Once registered, you can begin by setting up your company profile, including adding your logo and contact information. Next, you can import your existing client database or start adding new clients manually. The software allows you to track leads, manage projects, and create invoices. You can also customize your workflow and automate tasks to streamline your business processes. Additionally, 17hats offers integrations with popular tools like QuickBooks and Google Calendar. Finally, take advantage of the software’s features by exploring the user-friendly interface and accessing their support resources, including tutorials and webinars.
For a company getting started with 17hats CRM software, there are several types of users who would benefit from training. Firstly, the sales team would need training to effectively manage leads, track customer interactions, and close deals using the software’s CRM features. Secondly, the marketing team would require training to utilize the software’s marketing automation tools, such as email campaigns and social media integration. Additionally, the customer support team would benefit from training to efficiently handle customer inquiries and support tickets using the software’s ticketing system. Lastly, the administrative staff would need training to manage and organize company-wide data, generate reports, and streamline workflows using the software’s administrative features. Overall, training would ensure that all users can maximize the potential of 17hats CRM software and effectively contribute to the company’s success.
1. Begin by creating user accounts for each new user in the 17hats CRM software.
2. Provide the new users with their login credentials, including their username and temporary password.
3. Encourage new users to log in to the software and change their password to something more secure.
4. Offer a comprehensive training session or tutorial to familiarize new users with the features and functionalities of 17hats.
5. Provide access to resources such as user guides, video tutorials, and FAQs to help new users navigate the software independently.
6. Assign a dedicated support representative to assist new users with any questions or issues they may encounter during the onboarding process.
7. Encourage new users to explore and experiment with the software to gain hands-on experience and confidence in using 17hats.
8. Offer ongoing support and training opportunities to ensure that new users continue to maximize the benefits of the software…
To train admins of 17hats CRM software, start by providing an overview of the software’s features and functionalities. Familiarize them with the user interface, navigation, and key tools. Offer hands-on training sessions where admins can practice using the software and perform common tasks. Provide step-by-step guides and video tutorials to supplement the training. Encourage admins to explore different modules and features to gain a comprehensive understanding. Offer ongoing support through a dedicated help desk or support team to address any questions or issues that may arise. Additionally, consider organizing regular refresher training sessions to keep admins updated on new features and best practices.
To set up user permissions in 17hats CRM Software, start by accessing the admin settings. From there, navigate to the “User Permissions” section. Here, you can create different user roles and assign specific permissions to each role. Determine the level of access each role should have, such as viewing, editing, or deleting data. You can also restrict access to certain features or modules within the software. Assign roles to individual users by selecting their name and assigning the appropriate role. It’s important to regularly review and update user permissions as needed to ensure data security and maintain proper access levels within the software.
9:00 AM – Introduction to 17hats: Overview of the software’s features, benefits, and how it can streamline business processes.
10:00 AM – Setting Up Your Account: Step-by-step guidance on creating a new account, customizing settings, and integrating with other tools.
11:00 AM – Managing Contacts: Exploring contact management features, including importing, organizing, and segmenting contacts.
12:00 PM – Lunch Break
1:00 PM – Creating Invoices and Estimates: Hands-on training on generating professional invoices and estimates, customizing templates, and tracking payments.
2:00 PM – Project Management: Learning how to create and manage projects, assign tasks, track progress, and collaborate with team members.
3:00 PM – Automating Workflows: Understanding how to automate repetitive tasks, set up email templates, and create workflows to save time and increase efficiency.
4:00 PM – Reporting and Analytics: Exploring reporting capabilities, generating insights, and leveraging data…
We have a comprehensive 17hats course on our waitlist for creation. Join the course waitlist for the below course.
Course Name: Mastering 17hats: Streamline Your Business with CRM
Description: This comprehensive online course is designed to empower individuals with the knowledge and skills needed to effectively utilize 17hats, a powerful CRM software. Participants will learn how to streamline their business operations, automate tasks, and enhance client management. Through step-by-step tutorials, interactive exercises, and real-world examples, learners will gain proficiency in creating and managing projects, invoicing, tracking expenses, and generating reports. Additionally, the course will cover advanced features such as email marketing integration and lead tracking. By the end of the course, participants will have the confidence to leverage 17hats to its fullest potential, saving time, increasing productivity, and ultimately growing their business.
Expected Learning Outcomes:
1. Navigate and utilize the key features of 17hats effectively.
2. Streamline business operations by automating tasks and workflows.
3. Enhance client management through efficient project creation and tracking.
4. Generate.
We’ve outlined above some of the basics of implementing 17hats in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site 17hats training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online 17hats course, join the course waitlist and you’ll be the first to know when it launches.
