DoliPlus Business Management Software CRM ERP Training

DoliPlus training covers all aspects of the CRM ERP software, including both user and administrator functionalities.

For businesses looking to maximise the efficiency of their CRM strategy, we offer training, advice and support.

DoliPlus Training

The goal is to help you get the most out of your business management solution and support teams in implementing change management to ensure smooth CRM adoption by users.

User buy-in is essential for successful CRM & ERP implementation: demonstrating the benefits of these tools and providing proper training for all users is part of our training mission.

Available Training Formats

On-site Training

DoliPlus training can be delivered over several days at your premises, with groups of up to 5/6 people.

Live Remote Training

Small group sessions (max 2/3 people) conducted remotely with a trainer, featuring interactive screen sharing for each participant.

Training Venues

Our training is exclusively delivered on-site at client premises for short durations, whether in-person or remotely.

We use a room suitable for employees and the number of participants. We provide installation requirements in advance.

Each participant requires an individual workstation with a computer and internet connection, plus a projector and conference whiteboard.

Teaching Methodology

Active methods focused on addressing participants’ specific challenges.
Theoretical concepts linked to participants’ practical experience.
Real-world examples and case studies help trainees master the software’s operational methods.

Resources:

  • Video projection – Trainer’s equipment
  • Each participant must have a computer with access to a DoliPlus session – equipment to be provided by participants

Training Programmes

We offer training services for all your staff, structured around several standard modules for general or advanced training in using the DoliPlus application.

Additionally, we can create custom training programmes with specific content on request.

Specialised Training

We consult with your company’s DoliPlus lead to identify training requirements based on business needs and existing practices.

A training programme can then be designed around specific themes or selected from our general DoliPlus training catalogue.

Example themes:

  • Function-specific training: Sales – Marketing – Support – Strategic Reporting
  • CRM awareness training for managers and staff

General DoliPlus Training Catalogue

We provide all the useful information to our clients on each of our training pages, available from our online training catalogue. The links are provided below.

Reference
 Title
Module 1.00 Getting Started with DoliPlus
Module 1.10 Customer Relationship Management
Module 1.20 Sales Management – From Quotes to Payments
Module 1.30 Product and Service Management
Module 1.40 Purchasing Management – Inventory and Logistics
Module 1.50 Accounting and Banking
Module 2.00 Administering DoliPlus
Module 3.10 DoliPlus Interventions and Support Tickets
Module 3.20 DoliPlus Project Management
Module 3.31 DoliPlus Management Tools – Statistics and Dashboards
Module 3.40 Running a DoliPlus Email Campaign
Module 3.50 Expanding Sales Internationally with DoliPlus
Module 3.60 DoliPlus Cash Register – POS
Module 3.70 Manufacturing Management

Our Training Team

Each trainer is a seasoned professional with expertise in both DoliPlus software and business operations.

Quality

Freely evaluate your training and trainer

You recently attended a DoliPlus training session. We’d appreciate your feedback: Satisfaction Survey

Our continuous improvement process is part of our quality approach

Our process is based on the Deming PDCA cycle (Plan, Do, Check, Act).

  1. The planning phase (“Plan”): This is when we define expectations, resources, and training objectives,
  2. The implementation phase (“Do”): Based on predefined procedures,
  3. The verification phase (“Check”): Must also comply with predefined processes, with a focus on thoroughness. We implement multiple control sources, including entry and exit questionnaires, as well as close support for our trainees,
  4. The corrective action phase (“Act”): Addressing identified errors and implementing measures to prevent recurrence,

Result: This successful approach is driven by the commitment of every team member to continuous improvement, as well as the resources provided by decision-makers to implement this process.

Our software tool allows us to manage the entire training lifecycle (administration, invitations, quizzes, quality follow-up…). We continuously enhance this tool to meet regulatory requirements and our high-quality standards.

DoliPlus Training Prices

Our general terms and conditions are always included with our quotes.