To learn more about or register for any of the following training courses, please contact Amber Keller at amber.keller@protechassociates.com or 877-595-2681 x307.
The following courses are open to all Protech Business Solutions customers as part of our 2010 Winter Learning Series. Each course is from 2:15-2:45pm. Pre-registration is not required. Please look for an email from Amber prior to each session containing login information.
Tuesday, February 16 | Activities, Tasks and Outlook® Integration
Learn how to create multiple activities like emails, phone calls, appointments, service activities, and tasks. We’ll explore how you can most effectively use CRM for Members within the Outlook client, allowing you to quickly see all of your appointments and easily access your accounts and contacts without ever leaving Outlook.
Tuesday, February 23 | SharePoint for Members
Improve the productivity of your committees and chapters by giving them their own private collaboration sites, where the members of each group can upload relevant documents, plan meetings, conduct discussions and contribute to group-authored wikis. Learn how to use Protech SharePoint for Members to create websites that are secured through your CRM for Members database, so access can be automatically limited to current group members.
Tuesday, March 2 | Personalize Your Communications Using Dynamic Content
The Dynamic Content Engine allows you to personalize your communications based on the data you have about your members. Attend this session and learn how to use your Profile Attributes to send dynamic, personalized and relevant content to your constituents.
Tuesday, March 9 | Case Management
Enhance member service using Case Management in the Service module. Learn how you can use this feature to create a case, assign it to a queue or user for resolution and track all steps taken to resolve each case.
Tuesday, March 16 | Rosters & Committees
Improve the effectiveness of your rosters, targeted marketing, and membership lists. Learn how to quickly build ad hoc lists; manage and track multiple committees and quickly assign members or update positions; view lists; and easily communicate via email with select individuals, lists of members or entire committees directly from CRM for Members.
Tuesday, March 23 | 10 Steps to an Effective Specification
Ever wonder why requirements and specifications are so important? Join us as we walk through a 10-step process detailing why gathering requirements and specifications is necessary and how to successfully build your own to get exactly what you need.