ProgressCRM Training and Consultancy

MakeITaplan can help you fit the missing piece of the jigsaw by delivering expert friendly advice and training. Training is an essential part of your ongoing development and understanding of your software. By investing in training you will be ensuring that all ProgressCRM users are fully proficient in how to use your system, thereby maximising your organisation’s ongoing strategic development

Below is a list of available Progress CRM Training Courses and Consulting options but of course we can design a plan around your specific needs.

Interested in Makeitaplan helping you on ProgressCRM? Contact Us

ProgressCRM Training Courses

Introduction to ProgressCRM

This course will cover the following

  • Structure of ProgressCRM and format of screens
  • Search for information
  • Use the Contact Management functionality
  • Run Information Views
  • Run reports

Query Management with ProgressCRM

The course will show you how to:

  • Run an existing query
  • Create a new query
  • Analyse the output
  • Mail-merge data
  • Export the results to Excel
  • Update the database

Fundraising with ProgressCRM

The course will look at the following:

  • Setting up and maintaining Campaigns and Appeals
  • Recording profile and demographic information
  • Handling responses
  • Analysing income through reports, graphs and charts
  • Direct marketing and segmentation tools (where applicable)
  • Relationships and communication history

System Administrator

The course will cover the following:

  • Adding to and amending look up lists
  • Configuration options
  • Housekeeping tasks
  • Record Merge Utility
  • Setting up new security groups and
    users

Report Writer Level 1

This course will teach you how to:

  • Understand the ProgressCRM data model, introducing you to the theory of database structure
  • Use the fieldname tips in ProgressCRM to build your reports
  • Use templates to build reports
  • Create filters and total fields
  • Create calculated fields
  • Sort and group data
  • Link in additional tables

Events Management

The course will cover:

  • Creating, updating and amending events
  • Using templates
  • Managing Invitations
  • Registering delegates and maintaining attendance history
  • Processing payments
  • Printing tickets, letters, and badges
  • Reporting

SQL Skills for ProgressCRM

The course will provide information on:

  • What is SQL
  • Progress SQL Data Model
  • SQL Server Management Studio
  • SQL Queries & Summary Queries
  • Grouping Data
  • Progress Queries
  • Back up and Restore Data

ProgressCRM with Word

The course will familiarise you with concept of mail merge and give you a run through of how you can:

  • Create Mail Merge Templates
  • Link templates to ProgressCRM
  • Create a Data Source using ProgressCRM
  • Create bulk emails
  • Send one off letters/emails to contacts
  • Automatic Acknowledgements

Financial Management

The course will provide information on:

  • Adding single payments (including amending and cancelling)
  • Adding payments as a batch
  • Direct Debits and Paperless Direct Debits
  • Collecting payments by Credit Card
  • Payments Plans (committed giving)
  • Gift Aid
  • Reporting and analysing income

Membership Administration

The course will show you how you can:

  • Set up membership and subscription rates
  • Add new members
  • Create payment schedules
  • Enter membership renewals
  • Process payments, including Direct Debits
  • Update subscription rates

Import Utility

The course will help you to:

  • Understand the different types of Import Wizard
  • Identify the suitable Wizard for your needs
  • Import data using stored tasks
  • Create and store new import tasks for future use
  • Generate new contact history records from an external source

SQL Server Reporting Services – Part 1

The course will familiarise you with:

  • What is SSRS
  • How to create attractive and meaningful reports
  • Group Data
  • Apply Filters and parameters
  • Sorting
  • Drill down data
  • Insert Charts
  • Printing and Exporting your reports

SQL Server Reporting Services – Part 2

Following on from SSRS Part 1, this course will help you to:

  • Join Tables
  • Create Headers & Footers
  • Use Page Breaks
  • Display Indicator Gauges
  • Use Sparklines
  • Manage Report Manager
  • Understand Useful SQL

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