Designing and presenting user training courses for the customer’s CRM and scheduling tool. The target group is the customer’s employees.
Supplement
The software application for which training is provided is a piece of CRM and scheduling software internally developed by the customer (client: VB.Net, server: SQL Server).
Subject description
The application can be used to record all relevant customer data and transactions with the customers. This includes: maintaining relevant customer data (master data, contact persons, etc.); planning customer activities and recording them after the event; maintaining price agreements; creating quotations on the basis of applicable price lists and price agreements; recording and maintaining project locations of the customers and the associated involvements. In addition, the tool is used to schedule the devices to be leased. This includes: viewing the leasing status of all existing devices on a scheduling plan; creating and editing orders and invoices; recording and editing reservations, workshop days, and standstill days; outputting transport lists and delivery lists on the basis of the planned device deployments by means of the system.