ChannelOnline

1-Day Advanced Sales Training - Dallas

ChannelOnline Onsite Training

Thursday - August 24, 2017

CNET ChannelOnline is proud to announce its upcoming ChannelOnline Interactive Training in Dallas, TX.

Taking place on this one day comprehensive training event will cover important topics regarding the use and mastery of the ChannelOnline application. Lunch will be provided.

After the meeting, join us for appetizers and drinks! This is a great opportunity for you to unwind with a glass of wine and network with our team and other ChannelOnline users.

Space is limited, so register today. We look forward to seeing you there!



5001 LBJ Freeway, Dallas, TX 75244



Details


Standard Pricing
Individual: $ 299 per seat
Group: $ 250 per seat


Agenda


Advanced Sales and Procurement

  • CRM: Account types, contacts, and settings
  • Navigating the Organizer for Notes and Tasks
  • Creating custom items and categories
    • Products, services, and labor
  • Custom templates and document delivery
  • Quote vs Proposal
    • Structuring lines on a quote, manual lines, breaks, headers, and subtotals
    • Convert to cart VS electronic signature
  • Using invoicing and RMAs
  • Understanding document linking
  • Contract suppliers and pricing
  • Importing configs and HP Big Deals
  • Line item editing
  • Selling using bundles and product configurations
  • From SO to PO, purchasing products from distribution
  • StoreSite tips, components and usage
  • Dashboards and reporting

Participation is encouraged, please bring a laptop or tablet device so we can answer questions specific to your ChannelOnline account. A Certificate of Completion will be awarded to each attendee at the end of the training.



Registration is closed

If you have any questions contact CCSEvents@CBSi.com for further information.

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