Evolutive CRM Training (HLSM)

Help us to create a tailored training experience for you...

In the CRM feedback survey, users of Evolutive expressed that they would like refresher sessions on how to get the most out of Evolutive, with ongoing regular support to help with any CRM queries.

Over the next few weeks, there will be training workshops held with each sub-team that use/ should be using Evolutive. Please answer the questions below as honestly as possible so a tailored training programme can be created to meet your needs

Question Title

* 1. Are you comfortable with adding and updating companies/contacts in Evolutive?

Yes, I am comfortable with adding and updating companies/contacts in Evolutive

No, I am not comfortable adding/updating in Evolutive

Question Title

* 2. Are you comfortable with 'tagging' companies/contacts in Evolutive?

Yes, I am comfortable with tagging

No, I am not comfortable with tagging

I don't know what tagging is

Question Title

* 3. Do you know how to use the 'Event Manager' functionality within CRM?

Yes, I know how to use Event Manager

No I don't know how to use Event Manager

I don't deal with business events in my role

Question Title

* 4. Are you comfortable dealing with enquiries through the CRM?

Yes, I am comfortable dealing with enquires allocated through Evolutive

No, I am not comfortable dealing with enquires allocated through Evolutive

Question Title

* 5. Do you know how to forward enquiries in the CRM to a relevant person?

Yes, I know how to forward enquires

No, I don't know how to forward enquiries

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* 6. Are you comfortable with logging project grant stages , e,g, 3 hour assists, diagnostics, etc?

Yes, I'm comfortable logging project grant stages

No, I'm unsure how to log project grant stages

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* 7. Are you comfortable with using Evolutive to send emails/ bulk emails to clients?

Yes, I'm comfortable with using Evolutive to send bulk emails

No, I'm not comfortable with using Evolutive to send bulk emails

Evolutive CRM Training (HLSM)

Help us to create a tailored training experience for you...

Question Title

* 1. Are you comfortable with adding and updating companies/contacts in Evolutive?

Question Title

* 2. Are you comfortable with 'tagging' companies/contacts in Evolutive?

Question Title

* 3. Do you know how to use the 'Event Manager' functionality within CRM?

Question Title

* 4. Are you comfortable dealing with enquiries through the CRM?

Question Title

* 5. Do you know how to forward enquiries in the CRM to a relevant person?

Question Title

* 6. Are you comfortable with logging project grant stages , e,g, 3 hour assists, diagnostics, etc?

Question Title

* 7. Are you comfortable with using Evolutive to send emails/ bulk emails to clients?

Question Title

* 8. Are there any other areas in particular you would like to be trained on in the CRM?