This course explains how to use the PiSA sales CRM. No prior
knowledge is necessary. All learning units include short learning
videos and a PDF document to summarize the most
important topics. At the end of each learning unit, you will find a practical
exercise that you can carry out at your workplace. For a first start, it is useful to work out the
learning units in the suggested order. If you have already gained experience
with PiSA sales, single learning units or videos are also suitable for
repeating and deepening content. Available
in German and in English.
Advanced content for key users and end users on the PiSA sales topic of marketing. This course covers the topics of implementing and tracking marketing projects, campaigns, annual and budget planning, as well as mailings and interfaces to external programs such as InxMail.
Advanced content for Key-Users and End-Users on the PiSA sales subject Service. This course covers the topics of plannable and non-plannable service processes, deployment and resource planning, service feedback and contract management, as well as the mapping of customer installations.