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User training for a CRM and scheduling tool

Project duration: 2 years, 4 months

Brief description

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.

Overview

Project period01.09.2008 - 31.12.2010

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