Confident work with the system
Understanding the interface, structure and basic capabilities of CRM.
About the webinar
AVADA CRM is a chat-based CRM system that integrates customer communications, application processing, and business process management tools into a single workspace.
This webinar is designed for employees and managers who want to master the system, understand its capabilities, and learn how to use CRM tools to solve daily work tasks.
The program combines familiarization with the interface, learning basic functions, and hands-on experience with the system's tools. Participants will learn how to handle requests, conduct customer conversations, manage tasks, track performance, and use analytics.
As part of the webinar you will:
- get acquainted with the interface and structure of AVADA CRM;
- learn how to work with clients and incoming requests;
- master communications and sales management tools;
- understand the settings and automation capabilities;
- Learn to use statistics to control work processes.
Who is this webinar for?
For business managers and owners
For entrepreneurs who need to see the big picture of customer interactions, monitor sales, evaluate company performance, and make decisions based on CRM data.
For customer service managers
For employees who interact with clients on a daily basis, accept requests, respond to messages in instant messaging apps, and provide consultations and support to clients at various stages of the customer journey.
To department heads
For managers who need to distribute requests among employees, monitor task completion, track team workload, and analyze performance.
To support and service staff
Learn how to manage customer requests, conduct correspondence in a single interface, use interaction history, and monitor request processing.
For sales managers
For employees who work with leads, manage deals, follow up with clients, and monitor the fulfillment of sales plans.
For CRM administrators
For specialists who manage users, configure roles and access rights, connect communication channels, and maintain order in the system.
Webinar Curator
Sergiy
Founder & CEO, AVADA GROUP
Sergiy is the founder and CEO of AVADA Group, an international technology group of companies uniting the areas of IT development, artificial intelligence, digital products, and the gaming industry. He is responsible for the group's…
Technology Strategy
Software Development Management
Digital Product Strategy
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Webinar program
The program covers the main AVADA CRM tools and helps you master the system step by step.
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The structure and main sections of the system, features of the chat-oriented interface, navigation and working with the main tools.
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Work with the lead feed and conversation list, view and process incoming requests, view contact information and interaction history, use statuses, categories, and priorities.
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Work with a single client chat, process messages from different channels, connect and switch between messengers, work with files, images, and voice messages.
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Managing transactions and monitoring their statuses, tracking customer interaction stages, monitoring payments and accounts receivable, and organizing work with customer opportunities.
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Create and schedule tasks, set up reminders for calls and meetings, manage notifications about new requests and status changes, and distribute requests among employees.
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Introduction to the statistics section, analysis of the number of new and ongoing dialogues, monitoring of processed and unfinished requests, analysis of the workload and effectiveness of communications.
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Configure workspace settings, manage communication channels, create user roles, configure access rights to functions and data, manage interface language and time zone.
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Introduction to process automation capabilities, the use of notifications and automated scripts, the operating principles of chatbots and AI agents, and integration with external business systems.
What will you get after training?
Upon completion of the webinar, participants will be able to independently use the basic AVADA CRM tools and apply the acquired knowledge in their daily work.
Customer Inquiry Management
Skills in processing applications and maintaining communications in a single space.
Control of work processes
Ability to work with statuses, tasks, notifications and orders.
Working with analytics
Understanding key performance indicators and tools.
As a result, employees will be able to complete daily tasks faster, interact more effectively with clients, and utilize CRM capabilities without the constant assistance of colleagues.
Working with settings independently
Knowledge of user roles, access rights and system parameters.
Using automation
Understanding the potential to reduce manual operations and optimize team work.
Post-training support
Mastering CRM doesn't end with completing the webinar. As employees work with the system, they may have new questions about its functionality, settings, and business process features.
The Cortex Intellect team will help you navigate complex issues, provide advice on using the system's tools, and assist with organizing additional training if needed.
This will allow us to maintain uniform standards for working with CRM and more quickly onboard new employees.
FAQ
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Do I need experience with CRM to take this webinar?
No. The program is suitable for both users new to CRM systems and employees already experienced with similar tools.
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Is it possible to train several employees at once?
Yes, the program can be designed for a team, taking into account the roles and responsibilities of the participants.
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Will the training include practical work?
Yes. Participants will be able to explore the system's key tools through practical examples and understand their use cases.
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Is it possible to take additional training after completing the webinar?
Yes. If needed, we can arrange additional consultations and training on specific AVADA CRM features or tools.
Trainings
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Automating recruitment and HR department operations using AVADA HRM as an example
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Registration for the training
