Archie CRM implementation
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Archie training courses

Each month we organize a number of Archie training courses. These open trainings are especially intended to expand the knowledge of Archie users. This may involve both brushing up existing knowledge and discovering new Archie functionalities. The Archie Basics training is suitable for employees with little or no knowledge of Archie.

2 half-day sessions
€ 275 per participant
2 half-day sessions
€ 275 per participant
1 half-day session
€ 175 per participant
1 half-day session
€ 175 per participant
1 half-day session
€ 175 per participant
1 half-day session
€ 175 per participant

 

Trainings are in Dutch. English trainings on request. Please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. or +31(0)299-411800.

Archie Basics

You do not know a lot about Archie, or you have a new employee who has no knowledge of Archie. If so, the Archie Basics training will let you make a good start. This training provides an extensive discussion of Archie's basic functionalities. It allows the (new) Archie user to experience the advantages and ease-of-use of Archie.

The training includes the following subjects and more:

  • Adding and editing organizations and contact persons
  • Search features
  • Extra information on organizations & contact persons
  • (such as History, Notes, B- & K-groups)
  • Planning and archiving Activities
  • Queries

Knowledge level
This training is suitable for beginning Archie users and for people who want to attain a good command of its basic functionalities.
Dates and registration

If you already have a good basic knowledge of Archie, but want to learn more about its extended features, you may want to take part in the Archie Refresh training.

Location
Purmerend or Raamsdonksveer (see registration form)

Time
10.00 - 16.00 

Investment
The investment for the training is € 275 (excluding VAT/BTW) for the first participant. The registration fee for the second and subsequent participants from the same organization is € 175 a person.

Archie Refresh

You have been working with Archie for some time now. But are you familiar with all its features? Or do you want to brush up on your knowledge of Archie? You can, by taking part in the Archie Refresh training. In a single day you'll get to know the ropes regarding Archie's various features. Upgrade your relationship management skills to the next level of efficiency.

This day you will earn, among other things, how to:

  • Look up and store information
  • Effectively segment your business relations
  • Manage activities
  • Monitor and follow up targeted customer campaigns
  • Creatively handle Letter and Document management (Attachments)

Other subjects are navigating Archie, creating a private record, making concern and relation connections and quickly finding the relevant history. Another subject is the Letter layout of Archie and MS-Word. Also discussed are Attachments, Queries and (following up) e-mailings.
Dates and registration 

Knowledge level
This diverse training is suitable for anyone with basic knowledge of Archie who wants to learn more about its extended features. Knowledge of actions such as entering, looking up and changing information on organizations/contact persons, history, notes, K- and B-groups, letters and queries is presumed.

You do not know a lot about Archie, or have a new employee who has no knowledge of Archie? If so, the Archie Basics training will be most suitable.

Location
Purmerend or Raamsdonksveer (see registration form)

Time
10.00 - 16.00 

Investment
The investment for the training is € 275 (excluding VAT/BTW) for the first participant. The registration fee for the second and subsequent participants from the same organization is € 175 a person.

Archie Functional Management

Archie is a dynamic source of information, where you can centrally store all business relation data. The value of your Archie file depends on the information as entered and updated. But how can you ascertain the quality and usability of the data? And how can you update the data quickly and easily?

Archie may have a different look for each user, functionalities may be available or absent, and a workflow may or may not present itself. This depends on the user's settings as stored under their password, the user profile to which they are linked, and finally the settings made by the individual user.

The training includes the following subjects:

  • The quality of the Archie database
  • Improving the contents of the business relations file
  • Making optimal use of Tables
  • Personal settings
  • Attuning functionality to the user

You will also gain insight into the structure and interdependency of the various user settings.

Knowledge level
The training is suitable for key users of Archie with a good basic knowledge of Archie. Knowledge of actions such as entering, looking up and changing information on organizations/contact persons, history, notes, K- and B-groups, and queries is presumed.
Dates and registration 

Location
Archie Europe, Purmerend 

Time
Training morning session: 9.30 - 12.30
Training afternoon session: 13.30 - 16.30 

Investment
The investment for the training is € 175 (excluding VAT/BTW) for the first participant. The registration fee for the second and subsequent participants from the same organization is € 100 a person.

If you are also taking the Archie Lists training on the same day, instead of paying € 350 for both sessions you only pay € 275. A second person and any other subsequent participants from the same organization pay only € 175 when registering for the same training sessions.

Archie Lists

During this training you will learn to quickly and clearly report sales and marketing results using Archie's Report functionality. The report generator allows you to print overviews and to export data from Archie to other applications, such as Excel. Archie comes with various default reports. In addition, you can use the report generator to define your own reports as desired.

The training includes the following subjects and more:

  • Creating several reports
  • Exporting data to Excel
  • Tips and Tricks for creating reports

Knowledge level
The training is intended for persons responsible for drawing up and implementing the CRM policy. Basic knowledge of Archie is desired. Knowledge of actions such as entering, looking up and changing information on organizations/contact persons, history, notes, K- and B-groups, and queries is presumed.
Dates and registration 

Location
Archie Europe, Purmerend

Time
Training morning session: 9.30 - 12.30
Training afternoon session: 13.30 - 16.30 

Investment
The investment for the training is € 175 (excluding VAT/BTW) for the first participant. The registration fee for the second and subsequent participants from the same organization is € 100 a person.

If you are also taking the Archie Functional Management training on the same day, instead of paying € 350 for both sessions you only pay € 275. A second person and any other subsequent participants from the same organization pay only € 175 when registering for the same training sessions.

Archie Sales

Do you want to gain insight into your business relations' proposal and order portfolio? You can, using the Archie Sales module. This module allows you to easily create e.g. proposals and orders at article (group) level. You can create invoices in Archie or import invoices from your back office. This training offers an extensive treatment of the module, from start to analyses.

The training includes the following subjects and more:

  • Setting up the Sales module (tables, layouts, article file)
  • Adding proposals and orders
  • Creating and importing invoices
  • Cockpit and Sales Monitor
  • Creating reports and statistical analyses

Knowledge level
The training is suitable for Archie users with a good basic knowledge of Archie. Knowledge of actions such as entering, looking up and changing information on organizations/contact persons, history, notes, K- and B-groups, and queries is presumed.

Location
Archie Europe, Purmerend

Time
Training morning session: 9.30 - 12.30
Training afternoon session: 13.30 - 16.30 

Investment
The investment for the training is € 175 (excluding VAT/BTW) for the first participant. The registration fee for the second and subsequent participants from the same organization is € 100 a person.

If you are also taking the Archie Campagin Management training on the same day, instead of paying € 350 for both sessions you only pay € 275. A second person and any other subsequent participants from the same organization pay only € 175 when registering for the same training sessions.

Archie Campaign Management

Imagine: You are arranging a meeting for your business relations and want to use Archie to manage registrations, cancellations and non-responders. Or you are setting up a marketing campaign and want to assess the resulting responses and turnover after the campaign has concluded. Or you want to keep tabs on which mailings have been sent to whom. If so, you may want to take part in the Campaign Management training. This training discusses the execution of an entire marketing campaign using Archie.

The training includes the following subjects:

  • Setting up a marketing campaign in Archie
  • Campaign/Response tables
  • Integration with Activities, Correspondence, Sales and E-mail(ings)
  • Statistical Analysis of the results
  • Latest features

Knowledge level
The training is suitable for Archie users with a good basic knowledge of Archie. Knowledge of actions such as entering, looking up and changing information on organizations/contact persons, history, notes, K- and B-groups, and queries is presumed.

Location
Archie Europe, Purmerend

Time
Training morning session: 9.30 - 12.30
Training afternoon session: 13.30 - 16.30

Investment
The investment for the training is € 175 (excluding VAT/BTW) for the first participant. The registration fee for the second and subsequent participants from the same organization is € 100 a person.

If you are also taking the Archie Sales training on the same day, instead of paying € 350 for both sessions you only pay € 275. A second person and any other subsequent participants from the same organization pay only € 175 when registering for the same training sessions.