ARKONA | Support

ARKONA CRM Training

Support
back to: Support > Training > CRM

ARKONA Training: CRM

Learn how to use one of the most powerful features on the ARKONA DMS. The CRM solution will enable your dealership to take better advantage of the relationships that you create with your customers. CRM Training will include:

Expert training provided by ARKONA's top technicians
Best practices discussions so you can get the most out of your DMS

See course outline below training request form. Complete the form below* to request CRM training. All fields are required.

Course Outline
Prerequisites: Experience in the use of the ARKONA DMS
Skills Trained: Advanced CRM training

Application Environment
- Contact Activity Schedule
- Salesperson Reassignment
- User Security
- Surveys
Daily Work Plan
- Adding Customers
- Adding Prospects
- Follow up Activities
- Appointments
- Surveys
- Salesperson Reassignment
- Steward Reassignment
Showroom Management
- Sales Cycle
- Logging Traffic
- New Prospect
- Working with Appointments
- Creating Worksheets
- Deactivating Prospects
- Showroom Totals
Salesperson Training
- Register a Prospect
- Convert Traffic
- Entering Trade Information
- Sales Steps
Appraisals
BDC Training
Printing Letters
Overview and Setup of Reports

Payment Options
Purchase Order: To establish a new purchase order please call 866-478-6364 (dial 108 for Client Training). Company Check - To confirm your reservation, you must mail the check to:

ARKONA Inc.
ATTN: Client Training
10757 South River Front Parkway
Suite 400
South Jordan, UT 84095

Your training request cannot be confirmed until we have received a purchase order number or a check.

Cancellation/Reschedule Policy
In order to receive a full refund, your change notification must be received at least 5 business days prior to the scheduled start date for training. Cancellations and reschedules received after this time will be charged 1/3 training fees. ARKONA shall not be liable for non-refundable travel arrangements if a course is rescheduled. To cancel or reschedule a class for which you have requested, please call us at 866-478-6364 Extension 108.

Training

Office Mgnt. & Accounting

Recommended Hotel

Fairfield Inn & Suites
12117 S. Factory Outlet
Draper, UT 84020
801-572-1200

Shuttle to/from SLC Airport (charges apply)
Near ARKONA office
Free shuttle to/from ARKONA office

For assistance with travel and logding, please contact the ARKONA Travel Coordinator:

Julie Anderson
801-501-7113
julie.anderson@arkona.com