ChannelOnline

1-Day Advanced Sales Training - Irvine

Tuesday - March 6, 2018

CNET ChannelOnline is proud to announce its upcoming ChannelOnline Interactive Training in Irvine, CA.

Taking place on this one day comprehensive training event will cover important topics regarding the use and mastery of the ChannelOnline application. Lunch will be provided.

After the meeting, join us for appetizers and drinks! This is a great opportunity for you to unwind with a glass of wine and network with our team and other ChannelOnline users.

Space is limited, so register today. We look forward to seeing you there!



5 Park Plaza, Suite 600, Irvine, CA 92614



Details


Standard Pricing
Individual: $ 249 per seat
Group: $ 199 per seat


Agenda


Advanced Quoting and Sales

  • CRM: Account types, contacts, and settings
  • Navigating the Organizer for Notes and Tasks
  • Creating custom items and categories
    • Products, services, and labor
  • Custom templates and document delivery
  • Quote vs Proposal
    • Structuring lines on a quote, paragraphs, breaks, headers, subtotals and more
    • Convert to cart VS electronic signature
  • Using invoicing and RMAs
  • Contract suppliers and pricing
  • From SO to PO, purchasing products from distribution
  • Line item features and editing
  • Selling using manual items, bundles and product configurations
  • Importing configs and HP Big Deals
  • StoreSite capture more business through setup, product positioning and layout customization
  • Current eCommerce business trends, best practices and utilizing punch-out connectivity 

*Also, Andrew Halbeck will be presenting the segment "Ecommerce Trends and Best Practices".


Registration is closed

If you have any questions contact CCSEvents@CBSi.com for further information.

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