(Free) Welcome to the Connected Business implementation and setup course! In this course we will walk you through the various steps you need to take in order to configure your copy of Connected Business for your company. This course is made up of 11 Lessons. This course is not designed to substitute an experienced implementation professional and we highly recommend that you work with one of our partners through this process to guide you to success. You can start the course by clicking the video screenshot on the first course on the right (in the course list). Connected Business is a...

This course is divided into the following lessons:  (1) Customer Detail Form, (2) Process Sales Orders, (3) Creating Invoices, (4) Shipping Orders, (5) Entering Payments, (6) Processing Returns and Refunds, (7) Manage Customer Credit, (8) Working with Gift Cards and Gift Certificates, and (9) Manage a Loyalty Program . Each lesson has four parts:  1) learning objectives, 2) general discussion, 3) multiple task demonstrations, and 4) review questions. 

This course shows the Solution Provider where to access support materials, how to get support, and where within Connected Business to market their products and services.

This course, Managing Your Finances, covers the Banking and Accounting Modules in Connected Business.  

The Sales and Customer Service Course is designed to help the Connected Business user manage Leads, Prospects, and Customers.  The processes taught support sales, customer service, and customer collections.  

Review the entire process of purchasing inventory.

This course presents the Presentation and Demonstration of Connected Business as a solution for a prospective customer.   The course includes:   Benefits of All-In-One Application, Major CB Features, Demonstration Preparation, Demonstration Delivery, Value Proposition, and Presentation Summary.

This course Trains the new Solution Provider to process a sale from the initial meeting through the final close.  The course teaches the importance of completing all the sales steps in the proper order to assure sales close percentages are high and the closed sales are solid.