An example of how I implement software and train users is listed below.
I just finished up implementing a Google App called Insightly that can be used for Customer Relationship Management (CRM). There are several steps along the way to watch for if you want to try this for yourself. First, link a gmail account to your website in the cpanel area of the site hosting account. Next, install Insightly from the https://www.google.com/a/ (Google Apps for Business site). You'll also need to migrate all of your contacts from other email accounts; this was perhaps the lengthiest phase. Finally, configure your new gmail account so that all inbound and outbound conversations are tied to various contacts or organizations. Later other user accounts can be set up to share in the maintenance of CRM interactions. Training documents were generated using Camtasia for end users. Cost for the non-enhanced version came in at a whopping zero dollars. Read more on the product blog at http://blog.insight.ly/2010/12/complete-organisation-history-task.html.
No comments:
Post a Comment