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Terrasoft is a leading supplier of integrated Customer Relationship Management (CRM) solutions, offering services to companies of different sizes and industries. Terrasoft CRM software solutions will enable clients (users) to optimize their business operations and gain long-term competitive advantages on their respective markets or industries.

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\ CRM Academy \ Terrasoft Training center

CRM trainings

Terrasoft provides the following online trainings for partners and customers:

Trainings structure

Online trainings are designed easy and effective. Each training is provided according to the following order:

Step#1. Several days before the training we send the training materials so that you could read it and prepare questions.
Step#2. The online trainings are provided using the online-conference and IP-telephony tools. The online training takes 2 days (2 hours each day).
Step#3. After the online-training we send you the practical tasks with prompting, so that you could have a practice with our assistance.
Step#4. When you are ready to pass our tests, we send you the link to the tests page. Basing on your results we either provide you the additional assistance or Terrasoft certificate.

Technical requirements

Terrasoft On-line trainings are delivered by means of the on-line conference tools. That is why some technical requirements should be followed:
  • Desirable Internet connection bandwidth 128k
  • Browser: Internet Explorer 6 or higher. Java script should be enabled
  • Every user should have Skype installed and Skype ID created

Terrasoft Functionality trainings
Courses:

Terrasoft CRM basics

  • Section structure
  • Records list
  • Record form and custom fields
  • Record details
  • Groups pane
  • Filter pane
  • Reports pane
  • Service pane
  • Statistics

Terrasoft CRM Advanced user

  • Accounts
  • Contacts
  • Sales
  • Campaigns
  • Tasks
  • Processes
  • Email
  • Products
  • Documents
  • Log
  • Reports
  • General settings

 Online store  


Terrasoft Implementation trainings
Courses:
Terrasoft CRM implementation
  • How to succeed in the CRM-project
  • CRM-project organization
  • Creating the accounts database
  • Sales automation
  • Document flows automation
  • Building the business processes
  • Marketing automation
  • Integration features
Industry solutions
  • Automotive
  • Bank
  • Business services
  • Equipment supplier
  • Recruiting
  • Insurance
 Online store  


Terrasoft Technical trainings
Courses:
Terrasoft CRM Administration
  • Architecture and technical requirements
  • Installation
  • Licensing
  • Creating backups
  • Replication
  • Terrasoft Call Centre
Terrasoft CRM Customization
  • Filters development
  • Scripts development
  • Reports development
  • Plug-ins development
  • Integration with other applications
 Online store  



METADIFUSION S.L greatly appreciates the high-quality product and professional work of Terrasoft consultants and implementation team. We hope for further fruitful cooperation.

Christian Gonzalez
Director Tecnico
METADIFUSION S.L.


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