2021 Winter Learning Series
Register now for this three day event and discover new products and features in Proven CRM, Proven Job Management, and Proven Academy.
Please note that space for each session is limited and availability will only be given out on a first-come, first-serve basis. Register early to avoid disappointment! In the case of over subscription, additional sessions may be opened. The cost for each session is $50.00 per seat. A single Winter Learrning Series pass is $250.
PSA Unlimited Training & Support Packages include one seat for each online session. Companies are still required to register and identify the date/time for each class to secure their spot. Additional seats can be purchased for $50.00 per person, per session.
The new CRM Mobile App empowers users access to organization and contact records while on-the-go. Salespeople can enter notes immediately after client meetings which ensures that no important detail goes unrecorded and missed later on.
Join us to explore the newly re-built reporting engine. Generating fast, accurate, multi-facetted reports are imperative to develop business vision and strategy, streamline internal processes, set goals and various key performance indicators to identify strengths and weaknesses. Walk through the many different options available for generating reports, setting the appropriate preview paraments, and newly available reports.
Trying to find the time to on-board new employees? Allow Proven Academy to help train them in PSA's ERP. Our growing course catalogue helps new employees and existing employees learn the essentials. Proven Academy is also PSA's revised Help Library. Explore the where and how to find essential information quickly.
Proven Job Management's Control Center is receiving a upgrade! Creating To-Do's have long been requested. Come explore this new feature coming soon!
Creating Log Notes just became easier! Learn to use the new HTML editor to design effective log notes, log note templates and enable notifications in Proven Job Management.