Training

ELIGIBILITY:
All Business Partners who are current with their Partner renewal fees will be eligible to attend up to four training sessions per year. Business Partners will have unlimited access to the recorded training sessions. Sales training is unlimited.

CLASSES:

ClickBase will conduct training sessions covering the following major topics:

  • Introduction to ClickBase
  • Sales Training
  • Basic Design
  • Advanced Design (on request)

PREREQUISITES:
All participants must enroll the previous week. Enrollment is possible the same week if space available.

Introduction to ClickBase - none
Sales Training - Introduction to ClickBase
Basic Design - Introduction to ClickBase
Advanced Design - Introduction to ClickBase and Basic Design

SCHEDULE:

  • Introduction to ClickBase
    1.5 hour on Tuesdays (except holidays) 1:00PM Eastern Time
  • Sales Training
    1 hour on Wednesdays (except holidays) 1:00PM Eastern Time
  • Basic Design
    2 hours on Thursdays (except holidays) 1:00PM Eastern Time
  • Advanced Design
    2 days on request

TECHNICAL SUPPORT:
Business Partners who have not attended the appropriate training session are not eligible for technical support.

INTRODUCTION TO CLICKBASE:
    1. Installation and setup
    2. Navigation through ClickBase
    3. Using Searches and Filters
    4. Manipulating the Grid
    5. Manipulating the Cube
    6. Creating new Shortcuts from existing Shortcuts
    7. Creating and saving Charts and Graphs
    8. Overview of development opportunities

SALES TRAINING:
    1. ClickBase Resources
    2. Identifying ClickBase Prospects
    3. Common objections - ClickBase responses
    4. ROI for you and for the prospect
    5. Demo Techniques
    6. Closing Tips

BASIC DESIGN:
    1. Creating and modifying Shortcut Groups
    2. Creating and modifying Datasets
    3. Creating and modifying Shortcuts
    4. Creating and modifying Searches and Filters
    5. Constructing Related Items
    6. Constructing Cube Drilldowns


ADVANCED DESIGN (also on request):

This is a 2 day class.

Typical Agenda

Day 1
  • Install ClickBase
  • Install Sample Database
  • Design Considerations
  • Configure the Navigation Bar
  • Basic Design techniques
  • Master / Detail
  • Search Assistants
Day 2
  • System Administration
  • Advanced Design Techniques
  • XDB (Cross Database) Queries
  • ETL integration
Bring your laptop and database so you can work on your projects  

 

  Training Request

Company
Business Partner Code
Name
Email
Class
 


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