​Advanced Sales Training in Dallas on August 24, 2017

Mon, 07/17/2017

San Francisco, July 18, 2017 – ChannelOnline, 1WorldSync Content Solutions’ web-based quoting and procurement software, has announced its upcoming live training event.

The one-day Advanced Sales Training event will take place at the Autotask headquarters in Dallas, TX on August 24, 2017. The event will be led by ChannelOnline Product Manager, Keith Wilson, among other ChannelOnline staff, and will cover important topics regarding the use and mastery of the ChannelOnline application.

The agenda will include:

  • 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 configurations and HP Big Deals
  • Line item editing
  • Selling using bundles and product configurations
  • From SO to PO, purchasing products from distribution
This interactive training gives customers an opportunity to network with their peers while learning advanced sales techniques in a close environment with ChannelOnline staff. For over fifteen years, ChannelOnline has been the leader in the channel for quoting and procurement. Live training events such as this one offer a great opportunity for customers to learn all the ways that ChannelOnline can help drive their business.

If you are a customer and are interested in the training event, please see the Training Registration page. If you are interested in learning more about ChannelOnline, contact a representative.

Get in touch