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Database Administrator Workshop - Course Overview

Delivery Method:
Virtual Classroom

Course Duration:
1 Day

Course Objective

Attendees will gain an understanding of the CRM module and how it integrates with Autoline, providing attendees with the initial knowledge and skills to effectively use, manage and maintain the CRM database. Course is recommended for personnel who are responsible for marketing duties within a dealership, and/or who use, manage and maintain the CRM database.

At the end of this Learning Journey you will be able to accurately and successfully carry out the tasks covered in the Content list below:

 

Contents

  • Managing your CRM Desktop facility
  • Searching CRM records
  • Creation of customer, company and vehicle records and understanding their relationships
  • Recording of extra customer information
  • Using audit control to manage amendments to CRM records
  • Running database cleansing reports
  • How to delete CRM records
  • Assistance with minimum standards in CRM record creation
  • Prepare for the consultants visit (CRM Setup) if required

 

Advanced Preparation

In advance of attending the workshop element of the Learning Journey, users will need to have completed the eLearning lessons followed by successfully passing an online competency test.

How to Book

For Training Subscription Plan customers, kindly contact customertraining@keyloop.com to enquire about availability of the respective workshops.

For non-Training Subscription Plan customers, kindly use the Contact form here to enquire about training workshop costs with our Sales Department.




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