Practical application of MRSware to maximize your time, maximize your profitability.

MRSware Training is Included

All MRSware Users have access to initial and ongoing training.  Available anytime online training can be accessed via this site, and is open to everyone, at all times.  Initial training will be scheduled for your company, and is typically broken up into 2 web conference sessions -- one for data entry and internal operations, and a separate session for the Sales Reps and Management.  Each type of session focuses on the different areas of the MRSware system that each will be focused on.
Inside Training Sample Agenda

1. Building the Company Master List
  • segmenting Leads, Prospects, Customers
  • separating and tracking Branch Locations
  • assigning Sales Reps, Territories, and Permissions

2. ​​Mastering Data Import
  • practical use of Manufacturers Account Numbers
  • tracking Commissions and Splits
  • multi-stage imports: PO's, Order Acknowledgements, Shipping Reports, and Commission Statements
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3. Generating Advanced Reports
  • Customer-facing vs. Revenue Recognition reporting
  • tracking and paying Sales Rep Splits, Bonuses
Field Training Sample Agenda

1. Call Planning and Prep
  • active Customers in an area
  • Customers overdue for a Touch based on Last Activity
  • Leads and Prospects in a target area / line / market

2. Post Call Record Update and Follow-up Tracking
  • update Contact Records, Call Notes; enter new Opportunities and plan next Touch
  • assign Follow-up, Reminders and Target Dates

3. Generate Advanced Reports
  • catch Customers that have dropped-off
  • plan Cross-selling opportunities
  • track growth, commissions and bonuses

On-Site Training

For larger agencies, we do provide an onsite training option.  If you have a larger group and feel you would benefit from a face-to-face training session in your office, please contact us for a quote.  One of our engineers will fly out and provide a 1 to 2 day onsite training, with an agenda tailored to your organizations needs.

In-Person Opportunities

We attend conference, trade shows and events across multiple industries throughout the year.  Check our Home page for some of the association events we may attend, contact us to make an appointment (so we don't miss you), and let us know about other events companies in your industry attend -- and perhaps we will see you there!