Very wise people have said that education is a journey, not a destination, nor a race, nor a one-time task.
Believing this to be true, all of us at EYOND™, Inc offer as a beginning to your MRSware journey these Online classes. The classes consist of lessons, each lesson containing instructions on how to use a specific area of MRSware.
i Point of Information:
MRSware is subject to enhancements, improvements and new versions. Therefore the MRSware Online Class Lessons will be frequently updated to reflect these changes. Check back to learn about new features and functions in MRSware. When you see a red i a point of information is shared.
We recommend you print out each lesson and retain it for future reference. The material will be easier to understand if you print out each lesson, start MRSware, and then go through the material while MRSware is on your computer screen. When you see a red ! a tip is available for your use.
We recommend starting with Lesson 1 – Introduction to MRSware, the Homepage – as it provides instructions on how to move around within MRSware. After Lesson 1 you can choose any lesson you like, however please be aware some lessons build upon information and instructions from a previous lesson. Some of the class materials are not complete but will be available in the near future.
At the end of each Lesson you will find a short quiz. Each quiz will test your knowledge of the material from the lesson. After answering the questions please click "Submit" to receive a reply with the correct answers. Don’t worry, there are no grades involved with the quizzes.
Table of Contents
Lesson 1 MRSware Home Page
In this lesson, you are going to get acquainted with the MRSware User Interface (UI). Our developers designed MRSware to have a familiar look and feel in order for the application to be user friendly. You are going to go over some of these familiar features and view the various sections of your Home page.
Lesson 2 CRM – Companies/Contacts
In this lesson, you are going to learn about Companies and Contacts. As mentioned in Lesson 1, Companies and Contacts are the heart of the MRSware CRM system. Virtually all information is associated to Companies and Contacts. They contain information on businesses, organizations and the individuals that work for these businesses and organizations, as well as anyone with whom you have a business relationship. You will learn how to set up a new company and contact, and how to edit or update the information in your system.
Lesson 3 CRM – Calendar
In this lesson you are going to learn about the Calendar. You will learn how to set up a new calendar appointment and view your appointments, tasks, as well as see events entered by others in your system. You can also see if someone else, in your company, is available during a specific time in order to invite them to join you at a meeting/event, and send invitations to individuals who do not work for your company.
Using the calendar helps you begin to build your Relationship Database and share your schedule with others in your company.
Lesson 4 CRM – Journals
In this lesson you are going to learn about Journals. You will learn to set up a new journal by entering the details of your interactions with your Principals, customers, prospects, end users, and other business partners. These journals include all "touch points" with your business partners - conversations, in-person meetings, training sessions, demos, and more.
Using journals helps you build your Relationship Database and share your activities with others in your company, leading to improved collaboration and enhanced customer service.
Lesson 5 CRM – Tasks
In this lesson you are going to learn about Tasks. In Lesson 3 you had a brief glimpse of tasks and how they appear in your calendar. In this lesson you will learn how to set up a new task by entering the details of your customer's, Principal's, prospect's, end user's and other business partner's requests for information or assistance. These tasks act as reminders to yourself or others in your company to follow up on these inquiries.
Using Tasks helps you build your Relationship Database and share your work - whether sales, service or support - with others in your company, leading to improved collaboration and enhanced customer service.
Lesson 6 CRM – Projects
In this lesson you're going to learn about Projects. You will learn how to set up a new project by entering the details of any job, deal, quote, or event and associate the project with participating companies and contacts, as well as add to the project the activities taking place to achieve the goals of the project.
Using Projects helps you build your Relationship Database as well as share with all project participants, the work that goes into the steps leading to successful results.
Lesson 7 MREPS - Customers
Beginning with this lesson you're going to learn about the financial side of MRSware. As multi-line sales reps you need a way to capture and track sales and commission data in a way that makes it easy to view all lines purchased by a customer, or all customers purchasing from one Principal. With the MREPS modules you will be able to enter orders, invoices (with or without line item details), and commissions, do commission reconciliation, and in customers view the resulting numbers in order to better manage your territories.
With Lesson 7 - Customers you will learn how to set up a new customer or edit a current customer by entering the manufacturer(s) from whom they buy (with account numbers) and the sales rep(s) who are assigned to them. Once the information is entered, you will learn how to use the Customer listing in order to view customer's sales in different ways.
Using Customers helps you complete the picture of your customers; combining the activities (Lessons 2 - 6) with sales numbers. The synergy created with MRSware raises your awareness of what's happening with your customer, helping to improve and focus sales efforts.
Lesson 8 MREPS – Invoice Entry
Lesson 9 MREPS - Order Entry
Lesson 10 MREPS – Payment Entry
Lesson 11 Reporting – Data Analysis
Lesson 12 Reporting – Report Explorer
Lesson 13 SFA - Opportunities
Lesson 14 SFA – Campaigns
Lesson 15 SFA – Expense Reports
Lesson 16 File Share
Lesson 17 E-mail
Lesson 18 System Administration
Lesson 19 MRSware CRM