Claritysoft Services Training Support

Claritysoft offers a simplified CRM solution. The vendor says the founding principal behind its solution is usability. Additionally, the vendor says they focus on the most commonly used functions, such as account management, contact management and Outlook integration, in order to deliver a simple CRM system with an end user experience that their competitors can’t touch. The vendor’s value proposition is that by creating an intuitive look and feel and avoiding complex screens and rarely used features, Claritysoft delivers the power of CRM in a cost effective and easy to use solution.

Claritysoft Features

Sales Force Automation Features

This is the technique of using software to automate certain sales related tasks.

  • Customer data management / contact management
  • Workflow management
  • Territory management
  • Opportunity management
  • Integration with email client (e.g., Outlook or Gmail)
  • Quote & order management
  • Interaction tracking
  • Channel / partner relationship management

Marketing Automation Features

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

  • Lead management
  • Email marketing

CRM Project Management Features

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

  • Task management
  • Billing and invoicing management
  • Reporting

CRM Reporting & Analytics Features

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

  • Forecasting
  • Pipeline visualization
  • Customizable reports

Customization Features

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

  • Custom fields
  • API for custom integration

Security Features

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

  • Role-based user permissions
  • Single sign-on capability

Platform Features

  • Mobile access

Data is a critical resource for every organization. We depend on data every day to keep records, produce reports, deliver information, monitor performance, make decisions, and much more. The data resource is on par with financial and human resources as a core component of doing business, yet data management practices are often quite casual. Data governance brings the same level of discipline to data management as is typical when managing financial and human resources.

Building a data governance program is a complex process that focuses people, processes, policies, rules, and regulations to achieve specific goals for a managed data resource. Successful and effective data governance depends on clear goals and well executed activities that match governance practices to your organization’s needs, capabilities, and culture. A continuously evolving program is necessary to keep pace with trends such as cloud services, big data, and agile development. This course provides fundamental understanding of data governance concepts and techniques that is essential to start a new governance program or evolve an existing program.

You Will Learn

  • Definitions and dimensions of data governance
  • Key considerations and challenges in building a data governance program
  • The practices, roles, skills, and disciplines essential to data governance
  • The qualities that make good data stewards and stewardship organizations
  • The processes of developing, executing, and sustaining data governance
  • Activities, issues, and options when building a data governance program
  • How maturity models are applied for data governance
  • The importance of adapting data governance for trends such as big data, cloud services, and agile development methods

Geared To

Data quality and data governance professionals; BI/DW managers, architects, designers, and developers; data stewards, data architects, and data administrators; anyone with a role in data governance or data quality management

Technical resources.

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