OneBox CRM Manager Training - Practice No. 1 in Ukraine Master B
Exercise No. 1 in Ukraine
Manage Processes – Manage Business
Seller shut up to 3,000+ applications per month.
They sell up to 10 times faster than the competitors, and you control the results.
Practice will benefit everyone.
We have developed a program that will help every owner of the OneBox operating system or a collaborator - its user, better understand the business processes and improve personal results.
We will understand how to design and practically use business processes in OneBox OS and manage the company and employees’ actions to the necessary and measurable results.There will be 15 group sessions + 5 individual team sessions.Through the Practicum consistently you get the designs of the work business processes and import them to your OneBox.Learn how to set up and adapt the processes to your own activities.Each session takes place in question and response.It lasts for 40 minutes and sometimes a little longer.Theme 1 - General concepts, terms
Session 1: A review to provide clarity on how and for what OneBox can and should be used.A joint meeting with children from the previous stream.Therefore, the duration of this session may be more than 40 minutes for you
The Task
Identify the terms and connections of the program for business management.Defining the work with the program.General Questions .Each participant of the Exercise independently or with the help of the Master creates his own personal OneBox.To do this, you need to go to the link and register the system (https://1b.app/ru/?ref=145).The VIP team can decide to work in the same system.Subject 2 – Contact
Session 2: Managing a database of contacts, creating and structuring.The Task
(https://t.me/c/1499722017/104)1.1. Create Groups of Contact
1.2 The Identify the main and create the additional fields of contact cards.
1.3 The Configurate the basic or "0" interface of the contact cards
1.4 The Set an individual interface for groups of contacts
1.5 of 5. Download from the file xls/xlsx contacts and/or clients/partners
1.6 The Set the filter based on the contacts
1 and 7. Check the upload of contact cards: companies and their employees
Theme 3 - Products
Session 3: Management of the product database, creation and structuring.The Task
(https://t.me/c/1499722017/152)3.1. Category of goods.3.2 The Main and additional fields of goods/services
3.3 The Basic or "0" interface of goods cards
3.4 The Filters for goods/services
3.5 Import and Export of Goods in OneBox
3.6 The Suppliers in goods, 1 goods = N suppliers.3.7 The Goods and Rates of prices for customers, discounts/prices in orders.3.8 of Brands of goods
3.9 of Models and Models
3.10 of Passport of goods
Theme 4 - Processes
Session 3 - 12: Creating and setting business processes with analysis and practical application of ready templates, discussing the directions of adaptation processes under the needs of the company.The Task
(https://t.me/c/1499722017/277)Proработка и конструирование процесса, logic of optimization with the use of OneBox.01 UNI New Lead Customer Conversation
02 UNI Closer of the client
03 UNI KP Commercial Offer
04 UNI Customer Order Sales
05 UNI Purchase from the Supplier
06 UNI Movements between the warehouses
07 UNI Package Order Preparing for Delivery
08 A simple task.
09 UNI Send to the carrier Deliver to the client
10 Repeated tasks
11 UNI HR Project Employee Admission to Work
12 Wages of employees
13 UNI Project - Teamwork
14 UNI Project Task Block
15 UNI task of the block
Subject 5 - Testing of business processes
Sessions 13 - 15: Establishment and solution of practical tasks on the independent process of business processes, based on the internal characteristics of the enterprise.Active testing of practically applicable solutions.The Task
We understand the case at the invitation of the participants.
Manage Processes – Manage Business
Seller shut up to 3,000+ applications per month.
They sell up to 10 times faster than the competitors, and you control the results.
Practice will benefit everyone.
We have developed a program that will help every owner of the OneBox operating system or a collaborator - its user, better understand the business processes and improve personal results.
We will understand how to design and practically use business processes in OneBox OS and manage the company and employees’ actions to the necessary and measurable results.There will be 15 group sessions + 5 individual team sessions.Through the Practicum consistently you get the designs of the work business processes and import them to your OneBox.Learn how to set up and adapt the processes to your own activities.Each session takes place in question and response.It lasts for 40 minutes and sometimes a little longer.Theme 1 - General concepts, terms
Session 1: A review to provide clarity on how and for what OneBox can and should be used.A joint meeting with children from the previous stream.Therefore, the duration of this session may be more than 40 minutes for you
The Task
Identify the terms and connections of the program for business management.Defining the work with the program.General Questions .Each participant of the Exercise independently or with the help of the Master creates his own personal OneBox.To do this, you need to go to the link and register the system (https://1b.app/ru/?ref=145).The VIP team can decide to work in the same system.Subject 2 – Contact
Session 2: Managing a database of contacts, creating and structuring.The Task
(https://t.me/c/1499722017/104)1.1. Create Groups of Contact
1.2 The Identify the main and create the additional fields of contact cards.
1.3 The Configurate the basic or "0" interface of the contact cards
1.4 The Set an individual interface for groups of contacts
1.5 of 5. Download from the file xls/xlsx contacts and/or clients/partners
1.6 The Set the filter based on the contacts
1 and 7. Check the upload of contact cards: companies and their employees
Theme 3 - Products
Session 3: Management of the product database, creation and structuring.The Task
(https://t.me/c/1499722017/152)3.1. Category of goods.3.2 The Main and additional fields of goods/services
3.3 The Basic or "0" interface of goods cards
3.4 The Filters for goods/services
3.5 Import and Export of Goods in OneBox
3.6 The Suppliers in goods, 1 goods = N suppliers.3.7 The Goods and Rates of prices for customers, discounts/prices in orders.3.8 of Brands of goods
3.9 of Models and Models
3.10 of Passport of goods
Theme 4 - Processes
Session 3 - 12: Creating and setting business processes with analysis and practical application of ready templates, discussing the directions of adaptation processes under the needs of the company.The Task
(https://t.me/c/1499722017/277)Proработка и конструирование процесса, logic of optimization with the use of OneBox.01 UNI New Lead Customer Conversation
02 UNI Closer of the client
03 UNI KP Commercial Offer
04 UNI Customer Order Sales
05 UNI Purchase from the Supplier
06 UNI Movements between the warehouses
07 UNI Package Order Preparing for Delivery
08 A simple task.
09 UNI Send to the carrier Deliver to the client
10 Repeated tasks
11 UNI HR Project Employee Admission to Work
12 Wages of employees
13 UNI Project - Teamwork
14 UNI Project Task Block
15 UNI task of the block
Subject 5 - Testing of business processes
Sessions 13 - 15: Establishment and solution of practical tasks on the independent process of business processes, based on the internal characteristics of the enterprise.Active testing of practically applicable solutions.The Task
We understand the case at the invitation of the participants.
Chernigov 
A little busy
Offer work