Free Training Training is part of our DNA.

FREE TRAINING

You can learn a tremendous amount about how to use eSalesTrack with our wide collection of FREE TRAINING TOOLS. You can choose from a whole library of online video tutorials you can watch as many times as you like, at any pace you like. You also can go online to check for the schedule and topics of our FREE DAILY WEBINARS. These webinars are a favorite because they're fun, lively, interactive and, best of all, FREE!

There's even a great tutorial designed right into the eSalesTrack program itself. This robust help and training tutorial walks you step-by-step through each task in the program. Easy-to-understand pictures and words make the time you spend learning as productive as possible.

TRAINING IS PART OF OUR DNA

At eSalesTrack, training isn't just a service… it's a key part of our product. That's because most CRM systems fail for one of two reasons—they're too complicated or people don't understand how to use them. Well we've got the complicated thing taken care of, so now all we have to do is make it easy for you to learn how to use it!

TRAIN HOW YOU LEARN BEST

Like our program, we put our training together with you in mind. We want you to get training your way, when you need it and how you need it.

You can learn about how to best use our product by either using our many FREE Resources or by signing up for our very affordable Personalized Training programs described in more detail in the next section.

PERSONALIZED TRAINING

GETTING SOME ONE-TO-ONE LESSONS BEFORE YOU HEAD FOR THE CLOUDS.

Buying a sophisticated CRM System is a lot like buying your first airplane. If you're a quick study, you can learn everything you need to know to get off the ground just by using all our free training tools. But if you really want to know How to open this baby up and make it perform at its best, it really helps to get some one-to-one flight school training.

Don't panic. We've structured our personalized training to be very effective AND very affordable. Compare that to the thousands, even tens of thousands you'll spend to get started with other CRM tools.

Here's what you'll get with our basic, personalized GET STARTED training:

STEP 1—ADMINISTRATION

This first step is where we teach your system's administrator(s) how to Set up all the administrative functions of the program. They'll learn things like how to set up users on the system, how to import data, set up forms, fields and workflow. This session takes approximately 1 hour.

STEP 2—CONFIGURATION

In this step, we take everything you learned in Step 1 and actually apply it to your company. We'll work with you to take your information and together we'll build some forms and fields for your company. We'll help you import some of your data and run a few reports with you. This highly productive session lasts about an hour.

STEP 3—ROLL OUT

Now that we have the administrative part of your system rolling, it's time to help your team get comfortable using it. We'll get all of your team on the same page and show them how to handle everything from generating leads to closing sales. They'll learn firsthand how to set up automatic emails, start marketing campaigns, manage their sales funnel and much more. Training time is approximately one hour.

WANT TO LEARN HOW TO DO LOOP-DE-LOOPS? WE CAN HELP.

Our basic introduction training is everything you need to get started with the basics. eSalesTrack is a very sophisticated program that's ready and waiting for you to use. You certainly can learn them on your own, but for a small fee, why not get the pros to teach you some tricks that will accelerate your success? For only $100, you can have personalized training in any of the specific tools listed below. You own the jet now. Why not learn how to make it do loop-de-loops or learn how to make it carpet bomb your biggest competitor?

Here are all the personalized training programs that are available.

Developing the Cases Module
Customizing Email Setup and Templates
Importing and Managing Data
Web Form Building and Usage
Custom Reporting
Leveraging Documents and Proposals
Using Notifications
Populating the Product Catalog
Calendar Syncing and Sharing
Making Mass Email-Campaigns
Leveraging Microsoft Office Plugins
Simplifying by using Roles, Permissions, and Territories
Planning Workflows with Views, Tasks, and Next Steps
Customizing Forms
Managing Leads

Click here to have a training consultant talk you through all the free and expert level training available on eSalesTrack.

eSalesTrack web based Sales Force Automation
helps you in automating all the following tasks with ease:

  • Account Management
  • Contact Management
  • Opportunity Management
  • Product Management
  • Quota Management
  • Product Catalogs Creation
  • Activity Management
  • Setting up Customizable Dashboards
  • Custom Status Reporting
  • Sales Document Storage
  • Lead Routing
  • Lead Assignment
  • Territory Management
  • Event Calendaring
  • Task Management
  • Partner Tracking
  • Sales Forecasting
  • Sales Pipeline Visibility
  • Sales Analytics
  • Sales Process Guide
  • Customization Analytics