CRM
Training

Module 1: Introduction to Scoro

Overview of Scoro CRM platform

Customer Management

Project Management

Financial Planning and Management

User management and administration

Module 2: Project Management

See exactly how your projects are doing and what are the next steps.

Manage everything about a project

Allocate billable and non-billable work

Create budgets

Manage your project portfolio

Task allocation and reporting

Module 3: Work Scheduling and Tracking

Schedule work and assign tasks

Schedule meetings

Everyone can manage their own task

Switching away from time-sheets to Scoro workload management

Module 4: Financial Management

Track time

Set currency custom rates

Issue sales, prepayment and credit invoices

Automate invoice reminders

Compare several budget scenarios

Module 5: CRM and Quoting

Getting a complete overview of your contacts

Search, filter and sort contacts

Getting a visual overview of your sales funnel

Completing quotes and sending them as PDF files

Module 6: Reporting and Dashboards

Setting up KPIs

Team utilization

Detailed overview of work

Tracking projects in real time

Building detailed financial reports

Module 7: Customization

Configuring activity/product types

Setting permissions for each user

Optimizing PDF templates

Using bookmarks to customize the processes

Module 8: Integrations

Synchronizing calendars

Connecting Dropbox or FTP servers

Synchronizing financial information

Connecting Mailchimp for enabling mass email capabilities for customer communications

API overview

CRM Training