Dalco Technologies Inc. provides on-site and hosted training programs on
Qasper.
We offer a variety of training options for clients implementing Qasper into their Small Business.
Qasper’s one price, multi-user model and the ability to access it anywhere, anytime is designed to encourage everyone in the company to participate in developing customer relationships. With this in mind, we offer either on-site or hosted training sessions which can be customized for your needs. At Qasper our goal is to empower Small Business. That is why we have designed a comprehensive half day or full day introduction that all your team can participate in so you are all on the same page, making implementation successful.
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Background - 30 minutes
This module provides an overview of
cloud computing, the concepts of Software as a Service and data
management in that environment, along with a briefing on the
concepts underlying Qasper, including environment, scope and
inclusiveness. |
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One price, multiple users/tier-structured |
http://qasper.com/qasper_ordering.htm |
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Using SaaS, cloud computing |
http://en.wikipedia.org/wiki/Software_as_a_service |
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Virtual information centre |
http://qasper.com/Qasper_General_Elevator/index.html |
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Working with other software |
http://qasper.com/qasper_products.htm |
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CRM - Customer Relationship
Management |
http://qasper.com/qasper_3circles_inside.htm
(inner circle) |
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CEM - Customer Experience
Management |
http://qasper.com/qasper_3circles_inside.htm
(middle circle) |
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SCRM - Social CRM and networking |
http://qasper.com/qasper_3circles_inside.htm
(outer circle) |
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Managing your day - 1 hour
Qasper provides a complete suite of
applications to help you organize and manage your day. This
module covers those applications and introduces you to the
integration aspects of Qasper. |
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Logging in |
login |
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Home page - daily view |
home
page |
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Calendar - appointments and activities |
calendar
- appointments and activities |
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Favorites - quick reports |
favorites
- quick reports |
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Emails in - and responding |
emails in - and responding |
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Check your messages, cloning |
check
your messages-cloning |
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Review your callbacks |
review
your callbacks |
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Working with Outlook |
http://qasper.com/qasper_outlook.htm |
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Monitoring sites, social
networks |
monitoring sites-social networks |
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Using VoIP, Skype |
using
voip-skype |
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Working with contacts - 1 hour
Contacts are the core of every
business. Connections and history provide businesses with a
complete picture for planning, collaboration and communication.
This module shows how contacts and entities are created, managed
and linked, along with a review of the various data types
connected directly and indirectly to contacts. |
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Contacts - basic creation |
contacts
- basic creation |
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Contacts - accessing information |
contacts
- accessing information |
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Using panels in Contacts |
using
panels |
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Working with customization |
working
with customization |
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Skype/VoIP calling, mapping |
skype-voip
calling-mapping |
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Drilling down - reviewing the contact |
drilling
down-reviewing the contact |
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Connections - working with and
viewing |
working
with-viewing connections |
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Connections - adding |
connections-adding |
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Time and charges |
time
and charges |
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Entering sales information |
entering
sales information |
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Working with others - 1.5 hours
In addition to contact and related
information, a business runs on its ability to effectively
manage the customer experience and empower everyone in the
business with the tools to manage both customer and other
information. This modules covers applications included in Qasper
that help achieve that goal. |
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Projects - opportunities, client files |
projects-opportunities-client
files |
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Help desk/call center |
help
desk-call center |
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Levels of authority - contact access |
level
of authority-contact access |
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Word processing and templates |
qasper
office-word processing and templates |
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Qasper office - collaboration |
qasper
office-collaboration |
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Chat |
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Customer processes - 1.5 hours The
customer process begins before the customer first contact and
carries on well after the first sale. This module deals with the
more traditional aspects of customer management, from lead
tracking through campaigning and order processing. |
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Inbound lead handling |
inbound
call processing-tickets |
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Template management (Contacts,
Office, Projects) |
(Templates from contacts,
Templates in Office, using Project templates) |
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Cloning - assigning responsibility |
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Tracking opportunities, client
files |
Using callbacks owned by a
project. Click to view, track docs, etc. |
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List development - query building |
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Phone campaign from query list |
phone
campaign from query list |
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Order entry |
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Customer networking/messaging - 1 hour
Effective customer relationship
building includes offering up-to-date information to the
customer as well as empowering the customer to communicate. This
module deals with Qasper's applications that keep the customer
informed and enable the customer direct access to staff. |
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Live chat |
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RSS Feeds - information dissemination |
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Campaign management - bulk email, drip marketing |
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Twitter, widgets, social sites
and site monitoring |
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Hints and tips - 45 minutes
Qasper has several applications and
techniques to speed processing, simplify communications and
manage data. This module covers some of the more important ones. |
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Quick notes |
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History tracking |
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Quick menu |
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Mobile access |
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Administrator - Backing up the database |
backup-restore
database |
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Building custom solutions - 15 minutes
(if time allows) Every business
is different and needs its own identity. This module shows how
to customize Qasper to meet the business's exact needs for data
management. |
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Background and methods - field and list creation |
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Field display - contact panel concept |
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Course completion: On
completion, the student will be fully qualified at the
Intermediate level with Qasper. Additional learning materials
and videos on Qasper's web site (http://qasper.com/qasperhelp/qhelpmain.aspx)
will provide the student with further information, help and
training. |
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