Who is this training for?
- Sales teams
- Sales administration teams
- PR teams
Prerequisites
- Knowledge of the players in the advertising ecosystem: advertisers, media agencies, sales houses…
Training objectives
- Create and update client portfolios
- Create and manage related contacts
- Log sales activities: meetings, invitations…
- Write meeting reports
- Produce financial reports independently
Training programme
1/ GENERAL CRM PRINCIPLES
2/ DASHBOARD IN DETAIL
- Shared home page settings
- Tiles
- Managing favourites
3/ ENVIRONMENT LAYOUT
- Displaying a full environment
- List options
- Full-text search in a list
- Creating / deleting an item in a list
- Editing an item: rights and access rules
- Links between lists
- Exporting list items
4/ COMPANY MANAGEMENT
Rule for users with the “Sales” profile
Creating and updating a company – the panels
5/ COMPANY MANAGEMENT
Ribbon options
6/ CONTACT MANAGEMENT
Rule for users with the “Sales” profile
Creating and updating a contact: the panels
Ribbon options
7/ ACTIVITY MANAGEMENT
Creating an activity from any environment
- Field initialisation
- Duplicating an activity
Calendar view in detail
8/ ACTIVITY MANAGEMENT
- Creating / updating meeting reports
- Meeting report indicators
Ribbon options
9/ STATISTICS MANAGEMENT
Rule for users with the “Sales” profile
Summary statistics
Cross-media statistics
Revenue comparison statistics
Assessment
Trainees are assessed at the start and end of the session.
A satisfaction questionnaire is completed at the end of the training.
Key features of this training
Small groups of 4 people maximum
One computer per participant, running the client's test environment
Practical exercises on a test database using the client's master data
Duration
2 days
Price
From €950 excl. VAT / day
Format and lead time
Training can take place at the client’s premises once the prerequisites have been confirmed, at our premises (54 rue de Clichy, 75009 Paris, France) or remotely via Teams. Training can start within 15 working days of the quote being signed, subject to trainer availability.
Accessibility
Our training is open to people with disabilities. Our premises are not accessible to wheelchair users. Disability officer: Marie-Alix Rohart, marohart@adwanted.com. We reply within five working days. If the required adjustments are beyond CSE’s means, we will refer you to the appropriate organisations.
Some of our clients
You may also be interested in
Media Pilot – Planning Training
Training on Media Pilot’s advertising campaign scheduling module
Media Pilot – On-Air Training
Training on Media Pilot’s commercial log management module
Media Pilot – Billing Training
Training on invoice setup and processing in Media Pilot
Would you like more information or a quote?
Our team is here to help.