Training Modules

2M TOUCH TRAINING MODULE

2M TOUCH one of the leading and widely used Open source CRM software, implemented by Big and Small organization across the globe. Today due to the It Budget tight allocation your organizationnization might not be able to spend more on the customizing 2M TOUCH CRM.2MTOUCH training and Support Program helps you to learns 2M TOUCH CRM implementation within your organization. Our effective 2M TOUCH effective training program enables your entire team to have powerful learning of 2M TOUCH CRM which can helps you to remove the burden of vendor lock in and can save your cost. Below is the course curriculum for 2M TOUCH CRM Training.

SL.NO	TOPICS
	Basic
1	Getting started with 2M Touch
	2M Touch navigation Personalization of home page Languages and user preferences How is data organized in 2M Touch? Data sharing and visibility Viewing alerts using Notification center and Desktop notifications
	Record contextual collaboration with Comments and @mentions Internal chat tool for instant collaboration with internal team Use 2M Touch documents to share content internally
	Advanced
1	External Collaboration – Emails, Calls, Documents
	Using sales inbox for collaborative task based emails Using Gmail plugin to link Emails with 2M Touch CRM records without leaving Gmail Syncing Emails from Gmail,Office 365 and Outlook with 2M Touch Share documents with Contacts
2	Deal management
	Visual pipeline – Activity based sales Manage your meetings with 2M Touch calendar Set up customer meetings via Appointment pages View forecast and personal quotas
3	Quote management
	Create Quote from Opportunity Send Quotes with ready-to-use templates Get signed Quotes in minutes without esignature service Inventory management using Products Manage Sales Orders and Invoices
4	Reporting
	Creating detailed report, chart report and pivot report Track your sales targets and actuals with Sales insights Check your activity log and efficiency for ongoing deals Get monthly, quarterly pipeline health status digest emails Use Sales Insights to check your team’s current pipeline, projections, activity and deal status
5	Customizing 2M Touch for your Sales team
	Set up Sales hierarchy Set up financial year, Forecast and Quota time periods Assign quotas to your team; adjust forecasts for your team Create Appointment pages for customer meetings Customize Email templates for your sales team to send standard replies Customize Print templates to reflect in the quotes sent by your sales team
6	Automating Sales process
	Workflows to automate repetitive tasks Round Robin assignment rules for Leads and Opportunities Thresholds for Idle alerts Set up automation rules for Inbox Advanced reporting and scheduling

SL.NO

TOPICS

Basic

Getting started with 2M Touch

2M Touch navigation

Personalization of home page

Languages and user preferences

How is data organized in 2M Touch?

Data sharing and visibility

Viewing alerts using Notification center and Desktop notifications

Record contextual collaboration with Comments and @mentions

Internal chat tool for instant collaboration with internal team

Use 2M Touch documents to share content internally

Advanced

External Collaboration – Emails, Calls, Documents

Using sales inbox for collaborative task based emails

Using Gmail plugin to link Emails with 2M Touch CRM records without leaving Gmail

Syncing Emails from Gmail,Office 365 and Outlook with 2M Touch

Share documents with Contacts

Deal management

Visual pipeline – Activity based sales

Manage your meetings with 2M Touch calendar

Set up customer meetings via Appointment pages

View forecast and personal quotas

Quote management

Create Quote from Opportunity

Send Quotes with ready-to-use templates

Get signed Quotes in minutes without esignature service

Inventory management using Products

Manage Sales Orders and Invoices

Reporting

Creating detailed report, chart report and pivot report

Track your sales targets and actuals with Sales insights

Check your activity log and efficiency for ongoing deals

Get monthly, quarterly pipeline health status digest emails

Use Sales Insights to check your team’s current pipeline, projections, activity and deal status

Customizing 2M Touch for your Sales team

Set up Sales hierarchy

Set up financial year, Forecast and Quota time periods

Assign quotas to your team; adjust forecasts for your team

Create Appointment pages for customer meetings

Customize Email templates for your sales team to send standard replies

Customize Print templates to reflect in the quotes sent by your sales team

Automating Sales process

Workflows to automate repetitive tasks

Round Robin assignment rules for Leads and Opportunities

Thresholds for Idle alerts

Set up automation rules for Inbox

Advanced reporting and scheduling

Training Modules

2M TOUCH TRAINING MODULE

Training Sessions