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Evolution Half-Day Training Session

While Evolution offers an intuitive interface and numerous tools making it easy to learn and use, the software includes so much functionality that it can often become overwhelming for new users to learn while managing your business. Evolution Training Services provides the solution by creating custom tailored training sessions for one or more people, in groups or your entire staff at once, in whatever way you choose.

 

Our Half-Day training sessions come with a detailed training outline, support materials and .wmv files that can be viewed through Media Player long after the training is over as an on going resources for your business. Each training session is tailored to your business process including any customizations you may have had within Evolution.

 

Here's some examples of of the types of training sessions that we do on a regular basis:

 

  • Basic Overview and Usage of the Software including setting up categories, and configuring the software from the first moment you use the software.
  • Sales Force Automation techniques including defining your sales process in the software and automating follow ups and reminders.
  • Customer Relationship Management including moving contacts through your sales process, how to handle customer support and E-mail module integration with your Contacts and day-to-day schedule.
  • Employee Task and Appointment Management with an eye to helping your staff become more productive in their day to day jobs using Evolution to organize and control the overwhelming amount of information flow in today's world.
  • Business Reporting: We show you the reports necessary to really get a handle on how your business runs and what numbers matter and how you can use them to improve your business and increase cash-flow.
  • Web Site maintenance: Including setting up products, Press Relations and the Knowledge Base with an eye to the Internet. We'll also show you how to localize your web site to multiple languages and manage your orders as they come into Evolution from your web site.
  • Inventory Management: The complete process from creating a purchase order, to receiving shipments, to managing your inventory and re-ordering, completely integrated with your accounting.
  • Accounting:  Learn about how Evolution ensures that you can never create an unbalanced G/L and ways to quickly do all of your accounting work without having to know everything there is to know about general accounting. We'll help you setup your Chart of Accounts, show you how to setup product accounting settings, how to invoice, take payment, pay bills and report on the accounting health of your business.