Training (CRM)

eSalesTrack CRM Training Solutions

Training put together with you in mind. Get training your way, when you need it and how you need it.

Quick Start Guide

eSalesTrack offers many solutions to get you quickly started using your eSalesTrack product. You can start with the "Quick Start" guide located in the Administration Panel of your eSalesTrack product. This will define the roles and show you how to quickly set-up your organization in the system.

Phone and Web-Based Training

Sometimes it's just easier to see something for yourself. The internet and telephone are powerful tools to walk an individual or a small group through short training tutorials on specific pieces of the eSalesTrack product.

On-Site Training

eSalesTrack also offers training in person, brought directly to you. Classes can be held for periods varying from a maximum of 4 hours in length. The maximum number of participants depends only on what your facilities are able to accommodate. The training will be customized to suit your business practices and procedures. To ensure you experience the most out of these sessions, we follow-up with a conference call and additional web-based training sessions if necessary.

New to CRM?

eSalesTrack works with the industries leading specialists on CRM and it's advantages and ways to successfully implement a CRM into your organization. Trying to implement a new CRM strategy without previous CRM knowledge or training can be difficult, even disastrous. Be sure to leave launch your new application with the proper training on CRM and it's benefits. We'll show you how to use eSalesTrack to your advantage and how to best implement it.

eSalesTrack web based Sales Force Automation
helps you in automating all the following tasks with ease:

  • Account Management
  • Contact Management
  • Opportunity Management
  • Product Management
  • Quota Management
  • Product Catalogs Creation
  • Activity Management
  • Setting up Customizable Dashboards
  • Custom Status Reporting
  • Sales Document Storage
  • Lead Routing
  • Lead Assignment
  • Territory Management
  • Event Calendaring
  • Task Management
  • Partner Tracking
  • Sales Forecasting
  • Sales Pipeline Visibility
  • Sales Analytics
  • Sales Process Guide
  • Customization Analytics