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Dashboard Clinic in CRM (Mock up)

Dashboard Clinic in CRM (Mock up)

Course Objective:
To equip participants with the skills and knowledge to effectively design, customize, and analyze dashboards within a Customer Relationship Management (CRM) system, enabling better data-driven decision-making and enhanced customer insights.

Learning Outcomes:
By the end of this course, participants will be able to:
1. Understand the key components and functionalities of CRM dashboards.
2. Create and customize dashboards tailored to specific business needs.
3. Interpret dashboard metrics and reports to monitor customer interactions and sales performance.
4. Utilize dashboard tools to identify trends, opportunities, and areas for improvement in customer management.
5. Share and collaborate on dashboard insights with team members for strategic planning.

Mode of Training

Classroom Training

Who Should Attend

Sales and Marketing, Operations team

Course Duration – 2 hours

e-Attendance

•All Singaporean Citizens/Permanent Residents attending SkillsFuture Singapore (SSG)’s funded

courses are required to register, set up their Singpass account and download the latest version of

Singpass App prior to course commencement.

•Learners without Singpass should register for a Singpass account immediately. For more information

on setting up and accessing your Singpass account, please visit the Singpass website here.

•Learners should be present in class (classroom and online) 15 minutes before the scheduled lesson

time on the actual day and have the following ready:

• A smart device (e.g., smartphone or iPad) with a functioning camera,

• The Singpass mobile app installed on the smart device,

Note: Please log out from the other devices if your Singpass app is installed on multiple devices.

Users can only utlize the Singpass mobile app from one device at a time.

• Login credentials for the Singpass App (i.e., username and password, facial recognition or

fingerprint scanning).

Additional Notes

Corporate

1.Login Frontend Portal

2.Register any batch until see this url gvsh.com.sg

3. create an account under corporate account.

4.Wait for approval email from Princes Landscape Pte Ltd ATO to activate your account.

5.Once account activated, can be able to register for the learners.

Individual

1.Login Frontend Portal

2.Register any batch until see this url gvsh.com.sg

3.Create an individual account to registration of course.

4.Wait for approval email from Greenventure skills Hub Pte Ltd to activate your account.

5.Once account activated, can be able to register for the learners.

Course completion requirments:

• Learners requires a minimum attendance of 75% for course for learners to meet assessment eligibility.

Otherwise, learners may request a re-scheduling of training and/or assessment session(s).

Learners should pass the assessment inorder to obtain the certificate and entitlement of funding.

• The re-scheduling policy is applicable for changes to assessment or rescheduling session(s).

Request for Rescheduling

For Free of charge as per below situations with supporting documents to be provided

• Medical certificate

• Reservist

• Court appearance

• Bereavement of immediate family members

• Reschedule can be done only one time after complete successfull registration for course.

Price

	Course Fee Payable
Original Fee	Before GST	With GST (9%)
Course Fee	$240.00	$261.60
Individual Pricing (Fee payable to Training Provider)	Before GST	With GST (9%)
SCs aged ≥ 40 years old	$24.00	$26.16
SkillsFuture >=21 years old	$72.00	$78.48
Corporate Pricing (Fee payable to Training Provider)
SME	Before GST	With GST (9%)
SCs aged ≥ 40 years old & SME	$24.00	$26.16
SCs aged ≥ 21 years old	$72.00	$78.48

Funding Eligibility Criteria

Individual Sponsored Trainee

Company Sponsored Trainee

Singapore Citizens or Singapore Permanent Residents
From 1 October 2023, attendance-taking for SkillsFuture Singapore’s (SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.
Trainee must pass all prescribed tests / assessments and attain 100% competency.
Greenventure Skills Hub Pte Ltd reserves the right to claw back the funded amount from trainee if he/she did not meet the eligibility criteria.

Singapore Citizens or Singapore Permanent Residents
From 1 October 2023, attendance-taking for SkillsFuture Singapore’s (SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.
Trainee must pass all prescribed tests / assessments and attain 100% competency.
Greenventure Skills Hub Pte Ltd reserves the right to claw back the funded amount from the employer if trainee did not meet the eligibility criteria.

For Individuals

There are funding available for self-sponsored individuals for selected courses. For more information about funding support for self-sponsored individuals, please visit SkillsFuture.

SkillsFuture Credit	SkillsFuture Credit	Skillsfuture Credit	SkillsFuture Level Up Programme
SkillsFuture Credit	Top-Up	(Mid-Career Support)	*Valid for 7,000 courses
Singaporeans who turn 25	Singaporeans 25 or above by 31 Dec 2020	Singaporeans 40 to 60 by 31 Dec 2020	Singaporeans 40 and above
$500 opening credit	One-time $500 credit top-up	Additional one-off special $500 credit	Top up of $4,000 credit
SkillsFuture Credit-eligible courses	SkillsFuture Credit-eligible courses	Selected SkillsFuture Credit-eligible courses	Selected SkillsFuture Credit-eligible courses
Does not expire	Expires on 31 Dec 2025	Does not expire	Does not expire

For Employers

Companies may apply for training subsidies that are offered for the various courses if they are sponsoring their staff for courses at the Greenventure Skills Hub Pte Ltd. For more information, please visit SkillsFuture.

Target Audience	Tier-2 / CAT-B Funding
	Non-SME	SME
For Singapore Citizens aged 39 years and below and all Singapore Permanent Residents	Up to 50%	Up to 70%
The minimum age for individual sponsored trainees is 21 years	Up to 50%	Up to 70%
For Singapore Citizens aged 40 years and above	Up to 70%	Up to 70%

Terms and conditions apply. Greenventure Skills Hub Pte Ltd reserves the right to make changes. Please note that prices are subjected to change.

No. Seats : 12 Pax

$240.00