Continuing our journey through CRM Help – let’s look at the Online Resource available to assist us in understanding CRM and become competent users. You can find a link on your left hand navigation, the Resource Centre will open up within your CRM. This feature makes learning and help easily accessible to all users.
If you are brand new to CRM Online perhaps the best place to start is “Get Started with CRM Online” which you can find at the bottom right
What makes this resource centre so user friendly is that is utilises a variety of mediums to teach with something to suit different styles of learning!
If you are more visual or auditory learner you can watch videos such as this one about how to personalize your CRM solution
Perhaps you prefer to read information, in which case you will appreciate the step-by-step guides such as this one about creating dashboards:
If you to look at visual mapping of tasks and steps many of the documents contain diagrams and flowcharts to illustrate process:
Finally, you can access CRM development team Blogs that will give you all the latest information and ideas coming straight from those that design and built CRM:
Next time I will talk more about other features you can access from the Resource Centre particularly the E-Learning service where you can create an individual training plan for yourself and access on-demand and classroom based courses.