|
User
Training Courses
SalesForce/CreditForce
Training
Systems
Administrator
Installation
and Systems Administrators (Technical)
Other
Skill Sets
User
Training - 2 Days
| Module
|
Prerequisites
|
Duration |
Course
Content |
| SalesForce/CreditForce
|
Competency
in
Microsoft Word
|
2 |
Call
Diary
Find Record Facility
Contact Management Functions
Schedules and Appointments
Call Notes
Communications History
Reporting
Working Week
Profiles
Contact Switching
Query Management
Payment Schedules
|
| FieldForce
|
Participants
must have taken the SalesForce Course |
1 |
Synchronisation
functionality |
Systems
Administrator
| Module
|
Prerequisites
|
Duration |
Course
Content |
| SalesForce |
Competency
in:-
Microsoft Word
Microsoft Outlook
Accounting system experience |
5 |
Call
Diary
Find Record Facility
Contact Management Functions
Schedules and Appointments
Call Notes
Communications History
Reporting
Working Week
Profiles
Contact Switching
Setting up User Groups
Setting up Users
Setting up the Calendar File
Setting up Reference Codes
Setting up Group Reference Codes
Setting up Status Codes
Setting up Scripts and Profiles
Setting up Collections Workflow
Setting up System Keys
Setting up Standard Documents
Setting up Financial Document Templates
Setting up Currency Codes and Mappings
Housekeeping
Maintenance
Administration
|
| CreditForce |
Participants
must have taken the SalesForce Course |
5 |
The
procedure of assigning Credit Control Reference Codes
Identifying how to allocate a Credit Controller to an account
Identifying how to allocate an account to a particular Credit Control
Procedure
Setting up a Payment Schedule
Setting up a Collection and Recovery chase path
Using Debt Sizes for Procedures
Creating an Export File
Territorial assignment
Unbalanced Work Loads
Credit Control Contacts
Opening Accounts
Group Credit Limits
Risk Management
Dunning Letters
Filing Structure
Query/Dispute Management System
Reports (Query, Aged Debtors etc) |
| Enterprise
Document Management |
Participants
must have taken the SalesForce/ CreditForce User Training Course |
2 |
Setting
up Base documents
Importing Company Logo (Header & Footer)
Importing Signatures
Setting up Standard Documents
Setting up Financial Document Templates
Setting up the Enterprise Structure and folders
Merge fields
Document Security levels |
| MailForce |
In
conjunction with either SalesForce/ CreditForce |
1 |
Creating
a Campaign
Creating a filter
Explanations of filters
The process of sending a mailshot, faxshot and email shot
Applying costs to a campaign
Exporting details of mailshot
Reports
Use of MailForce Add-In to 'clean up' a Marketing Database.
|
Installation
and Systems Administrators (Technical)
These
courses are aimed at Technical and Professional Personnel and Systems
Administrators to enable
personnel to become competent in installing and upgrading Innovation
Software in complex environments.
| Module
|
Prerequisites
|
Duration |
Course
Content |
SalesForce
CreditForce
MailForce
Enterprise Document Management System
FieldForce |
Microsoft
CNE or equivalent standard in:-
SQL Server
Windows NT Citrix Certification Oracle/Informix/Progress/DB400 |
2 |
Installation of Innovation Software
Installation of ODBC Drivers - Client and Server
Installation of CR6 Updates Programs on Server and Job Scheduling
Installation of Unique Collections Procedure Code creation programs;
designing and running
Installation of Resource and Language Files
Installation of CR6ENG.LAN Override file and changing form labels
and messages
Installation Under Windows NT Terminal Server
Installation Under Citrix Metaframe and Publishing the Application
under IIS
Integration with Microsoft Office
Integration with Microsoft Outlook and Exchange Server
Integration with Lotus Notes/cc.Mail/Domino
Integration with Novell GroupWise
Integration with generic MAPI compliant Faxing systems
Planning and sizing an Innovation System Implementation
The Innovation System Documentation Standards |
Other Skill Sets
These
courses are aimed at Consultants, Systems Administrators, Trainers,
Users, Report and Innovation
Software Designers who will provide product specific Reporting training
or Information Systems Consultancy
and Reporting to Clients. The aim is to provide knowledge of the Innovation
Software Database structure to
enable participants to understand how to respond to the Information
requests of their clients.
| Module
|
Prerequisites
|
Duration |
Course
Content |
Reporting
with Access
|
|
|
Writing
reports using Access |
| Reporting
with Seagate Crystal Report Writer |
|
|
Writing
reports using Crystal Reports |
Reporting
with Cognos
|
|
|
Writing
reports using Cognos |
| Reporting
with Business Objects |
|
|
|
SQL
Server 7.00 Systems Administration
|
|
|
Installation |
Windows
NT Terminal Server
|
|
|
Installation |
| Citrix
Metaframe |
|
|
Installation |
Installation
and use of ODBC drivers
|
|
|
Installation |
| MIS
Project Management |
|
|
The
Innovation Software Project Management and Document method |
| Data
Migration |
|
|
How
to extract and load legacy data into Innovation Software |
|
