(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.
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.
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.
Certificate ID: 129 Course name: Solution Provider Sales Program Completion Date: 2018-07-31 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 132 Course name: Presentation/Demonstration Completion Date: 2018-09-17 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 111 Course name: Supporting Customers Completion Date: 2018-04-30 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 134 Course name: Sales and Customer Service Completion Date: 2018-07-17 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 128 Course name: Managing Your Shopping Cart from the Back Office Completion Date: 2018-07-25 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 123 Course name: Manage Your Inventory Completion Date: 2018-06-13 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 133 Course name: Skin Design Completion Date: 2018-09-17 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 126 Course name: Manage Your Suppliers Completion Date: 2018-07-05 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
Certificate ID: 124 Course name: Managing Your Finances Completion Date: 2018-06-14 Site name: Connected Business Community Site URL: https://mycb.university/ Teacher:
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