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September 2018

CRM 10 Training: E-Mail Designer

September 27, 2018 @ 3:00 pm - 4:00 pm CST

Use the email designer to build professional, eye-catching emails without having to know any HTML code. In this session, you will learn how to: Use our easy drag & drop interface to place content blocks and images exactly where you want them. Choose from one of our many email templates and begin working immediately. Preview, test and schedule emails. Evaluate your success by analyzing email metrics like opens, clicks and bounces. Please note this CRM overview is designed to complement…

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October 2018

CRM 10 Training: Getting Started

October 4, 2018 @ 3:00 pm - 4:00 pm CST

Learn the basics of OnContact CRM Software so you can get started quickly. In this free training class, we will cover the following features: Application Overview: Workspace Menu, Items and Help Menu Navigation Menu: Search & Saved Searches, Recent Items & Favorites and Dashboard Main Page Features: Toolbars, Tab Control, Detail Columns and Contact Tree CRM Main Pages: Company View, Contact View, Opportunity View, Incident View and Activity View This live online webinar will run about 45 minutes, followed by a…

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CRM 10 Training: Searches, Dashboards and Reports

October 9, 2018 @ 3:00 pm - 4:00 pm CST

This course will cover using searches, dashboards and reports in OnContact CRM software. Searching for Data in OnContact CRM: Using the Navigation Menu Search Using the CRM List Page to find data Working with Saved Search Customize the UI Using Advanced Search feature Dashboards: Dashboards shipped with OnContact CRM software User preferences on Dashboards Working with Data Using Reports: Report Workspace Customizing Reports This free webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note…

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WorkWise Customer Conference – VISION 2018

October 16, 2018 @ 7:30 am - October 18, 2018 @ 3:00 pm CST
Potawatomi Hotel & Casino, 1721 W Canal St
Milwaukee, WI 53233 United States
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Please join us October 16 - 18, 2018 at Potawatomi Hotel & Casino for our biennial WorkWise Customer Conference - VISION 2018. The special event brings our customers, partners and employees together for three days of networking, learning and building relationships. Don’t miss this opportunity to learn how your company can drive more business by getting the most out of your ERP and OnContact CRM solutions. Please click here for more details!

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Overview of WorkWise ERP

October 25, 2018 @ 10:00 am - 11:00 am CST

Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…

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CRM 10 Training: Outlook Integration

October 25, 2018 @ 3:00 pm - 4:00 pm CST

In this free CRM training course, we will cover the following OnContact Outlook Integration features: Log into Toolbar/Basic Setting Send & Record Inbound/Outbound Email Create Outlook Appointments & Tasks from Activities Create Activities from Appointments & Tasks Send Email from Activity Email Merge Send Contacts to Outlook OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this…

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November 2018

CRM 10 Training: Marketing Campaigns from Start to Finish

November 1, 2018 @ 3:00 pm - 4:00 pm CST

Execute, manage and analyze highly targeted, multi-phased campaigns across all marketing channels with our campaign management platform. Automate processes to more effectively move leads through your sales pipeline. Target campaigns to deliver personalized marketing messages and nurture relationships over time. Drill down into the details of your campaigns to analyze effectiveness and determine where you are generating the best ROI. OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run…

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FABTECH

November 6, 2018 @ 10:00 am - November 8, 2018 @ 4:00 pm CST
Georgia World Congress Center, 285 Andrew Young International Blvd NW
Atlanta, GA 30313 United States
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North America’s largest metal forming, fabricating, welding and finishing event heads back to Atlanta in 2018. 35,000 attendees and over 1,500 exhibiting companies will converge in more than 650,000 net square feet of floor space to celebrate metal manufacturing. See cutting-edge exhibits, learn from expert-led education, network with peers and more, Nov. 6-8 at the Georgia World Congress Center. Visit WorkWise Booth #A1325

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Remote Access & ERP in the Cloud

November 14, 2018 @ 10:00 am - 11:00 am CST

Join Carl Wysocki, Directory of Technology for WorkWise, on a discussion of WorkWise hosted ERP access in the Amazon Cloud. Learn about the differences between on-premise and cloud installations, how to access the systems, and how WorkWise secures the cloud for our hosted customers.   REGISTER HERE

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Overview of WorkWise ERP

November 27, 2018 @ 10:00 am - 11:00 am CST

Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…

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