CRM Webinars
Bullhorn understands the busy world of sales and consulting; with this in mind we have designed our training program to help you quickly get up to speed on the features you need to be successful. To maximize your time, our live training courses focus on best practices and working efficiently.
Prefer to learn about something else? View our entire
Bullhorn Academy CRM Training Course Catalog or request private training!
User
These courses are designed for all users (including administrators) either as part of your “Go Live” package – taken all together as your standard training – or “à la carte” -taken individually post-go live as needed. Courses 101 and 102 are divided into Lead and Contact tracks.
VIEW OPTIONS
Administrator/Manager
This course is designed for all administrators either as part of your “Go Live” package – taken all together as your standard training – or “à la carte” -taken individually post-go live as needed.
VIEW OPTIONSCRM 101L: Welcome to Bullhorn (Lead Track)
90 minutes USER ADMIN
This course covers how to navigate the CRM, which includes how to log in, launching your menu, using the Fast Find and Fast Add, where to get help, and how to log out. It also covers how to add leads, notes, tasks, and appointments so you can start building and documenting new business relationships in Bullhorn.
NOTE: You should take this course instead of 101C if you plan on using the Lead entity.
Agenda
Logging in and out of Bullhorn
Navigating the CRM
Using the Fast Find and Fast Add
Adding leads
Add notes and appointments
Adding and completing tasks
CRM 101C: Welcome to Bullhorn (Contact Track)
90 minutes USER ADMIN
This course covers how to navigate the CRM, which includes how to log in, launching your menu, using the Fast Find and Fast Add, where to get help, and how to log out. It also covers how to add contacts companies, notes, tasks, and appointments so you can start building and documenting new business relationships in Bullhorn.
NOTE: You should take this course instead of 101L if you do not plan on using the Lead entity.
Agenda
Logging in and out of Bullhorn
Navigating the CRM
Using the Fast Find and Fast Add
Adding contacts and companies
Adding notes and appointments
Adding and completing tasks
CRM 102L: A Day in the Life... (Lead Track)
60 minutes USER ADMIN
This course covers how to track your progress against sales quotas, manage your active leads throughout their lifecycle, and how and when you should convert those leads into contacts, companies, and opportunities. It also covers how to manage opportunities throughout their lifecycle (prospecting, qualifying, and closing), as well as how to use dashboard cards to analyze all of this data.
NOTE: You should take this course instead of 102C if you plan on using the Lead entity.
Agenda
Understanding Goals & Quotas
Managing leads
Converting leads to contacts, companies, and opportunities
Managing opportunities
Analyzing data with your dashboards
102C: A Day in the Life... (Contact Track)
60 minutes USER ADMIN
This course covers how to track your progress against sales quotas, manage your active contacts, and add opportunities. It also covers how to manage opportunities throughout their lifecycle (prospecting, qualifying, and closing), as well as how to use dashboard cards to analyze all of this data.
NOTE: You should take this course instead of 102C if you do not plan on using the Lead entity.
Agenda
Understanding Goals & Quotas
Managing contacts
Adding Opportunities
Managing opportunities
Analyzing data with your dashboards
CRM 103: Keeping Your Finger on the Pulse
60 minutes USER ADMIN
This course covers how to use Bullhorn’s premium business intelligence tools, including integrated NPS Surveys and Pulse, to monitor and cultivate the status and health of your existing business relationships. It also covers how to use Bullhorn for Mobile when you’re on the go.
Agenda
Understanding Bullhorn Pulse
Creating and Sending NPS Surveys
Understanding Bullhorn for Mobile
CRM 201: Admin
90 minutes ADMIN
This course introduces you to the basic functions of your role as your organizations admin, and covers how to add and disable user accounts, run reports, and configure the Bullhorn CRM using view layout, field mappings, system settings, and entity titles.
Agenda
Adding and disabling user accounts
Adding and editing fields
Updating record and list view layouts
Modifying common System Settings
Changing entity titles