A Customized CRM platform to Automate the sales process
11th August 2021: Today, Intelegain technologies completed Microsoft Dynamics CRM training sessions for Berkeley Energy Commercial Industrial Solutions. BECIS is one of the leading energy as a service (EAAS) providers with renowned commercial and industrial customers.
This training was attended by BECIS top management and other operation professionals from around the world. After implementing and training Microsoft Dynamics CRM, BECIS assists them to automate their sales processes contributing to improvised client relations.
The training was conducted in two sessions that covered the lead process module and the site management module. Below is the schedule for the training sessions.
Training Session 1
- Introduction of Dynamics 365 Sales
- Various user interfaces like Web, mobile, and outlook
- Lead Management Process
- Opportunity Management Process
- Sales Stage Process
- Working with Outlook and Email Tracking
Training Session 2
- Site Management
- Site Visits Management
- Information about Activities like email, appointments
- Dashboards
- Goals
- Security
- Personalized Settings
These training sessions will help the Berkeley Energy Commercial Industrial Solutions team to work efficiently with Dynamics CRM sales. It will also help build strong relationships with their customers, take actions based on insights, and close sales deals faster. Besides, the solution will enable them to create marketing lists and campaigns and even follow service cases corresponding to certain accounts or opportunities.
Mr. Neeraj Gargi conducted this training, a Microsoft Certified Trainer having over 20+ years of experience in the IT sector.
About Intelegain
Intelegain is a software product engineering company having offices in Singapore, Mumbai, Dallas, Dubai, and Sydney, with over 20 years of experience building software products and applications. Microsoft Dynamics 365 services include Dynamics CRM, NAV, Business Central Azure Cloud Services, and Digital Marketing Services.
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