Customer Relationship Management Module 1.10 DoliPlus Training

Training Objectives

Understand the role of a management software in an organisation’s operations.
Learn how to configure DoliPlus to meet your specific needs.
Master the software’s core functions.

Prerequisites

No prior knowledge required.

Audience

All audiences

Teaching Methods

Active learning methods addressing participants’ specific challenges.
Theoretical insights linked to participants’ real-world experience.
Practical examples and case studies help trainees master the software.
Resources: Video projection. One computer per participant.

Duration

7 hours

Training Programme

Customer Relationship Management tools in DoliPlus

• Meeting reports
• Managing actions on web and mobile interfaces
• Automatic email archiving in customer or supplier records
• Segmenting customers and suppliers by category
• Import/export functions

Bulk customer or supplier import

• Data sources
• File preparation
• Import process
• Export process

List views

• Using list views and filters on web and mobile interfaces
• Bulk geolocation

Customer or supplier segmentation

• Creating categories for segmentation
• Building marketing lists for campaigns
• Managing categories through merging

Call campaign

• Click-to-call functionality
• Scheduling actions
• Understanding and using qualification fields
• Making outbound calls
• Recording qualification data

Email campaign (introduction)

• Preparing your campaign
• Linking to your website
• Preparing your target file

Scheduling actions (meetings, calls)

• Planning field visits with geolocation in your ERP
• Route planning for technical or sales visits

Statistics and queries

• Selecting reports
• Extracting data

Assessment

Quiz

Summary and Q&A

Summary, questions and oral debrief at the end of the training