Get Smarter, Get Ahead with B2L training

We will take care of your CRM setup while you focus on your business and sales strategies. A dedicated expert with extensive knowledge will be assigned to you to handle the setup and customization.

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Enterprice Edition Professional Edition
Basic
2000

Duration - 10 Hours

Intermediate
4000

Duration - 10 Hours

Advanced
8000

Duration - 10 Hours

Settings
Personal Settings
Organization Settings
User Setup
Roles and Profiles
2
5
10
Territory Management
1
3
5
Roles and Profiles
2
5
10
Customization
Custom Fields
50
100
250
Custom Modules
1
2
5
Custom Layouts
1
3
Custom Views
1
3
5
Contextual Related Lists
1
3
5
Templates
1
3
5
Custom Fields
50
100
250
Custom Views
1
3
5
Templates
1
3
5
Subforms
2
5
10
Custom Links
2
5
10
Custom Buttons
2
5
10
Layout Rules
1
3
5
Validation Rules
5
10
20
Custom Links
2
5
10
Layouts
1
1
1
Validation Rules
5
5
5
Customer Interaction Setup
Social
Telephony
Email
SalesSignals
Visitor Tracking
Customer Portal
Visitor Tracking
Workflow Management
Schedules
3
5
10
Actions
2
5
10
Assignments Rules
1
3
5
Case Escalation Rules
3
5
10
Scoring Rules
3
5
10
Actions
2
5
10
Assignments Rules
1
3
5
Scoring Rules
3
5
10
Process Management
Blueprint
1
2
3
Approval Rules
3
5
10
Custom Functions
1
2
3
Analytics
CRM Dashboards
3
5
10
CRM Custom Reports
2
5
CRM Dashboards
3
5
10
CRM Custom Reports
2
5
Marketing
Campaigns
1
2
3
Webforms
1
2
5
Auto-responders
2
3
Campaigns
1
2
3
Webforms
1
2
5
Paid Data Migration
2 Hours
4 Hours
8 Hours

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