Welcome to the Client Data System family of users!
Soon you will be using the most advanced windows-based Customer Relationship Management (CRM) solution available. To make the process as easy as possible, we’ve assembled everything you will need to get started using this powerful application. |
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Orientation
In order to help you become familiar with the Client Data System (CDS) as quickly as possible, we’ve developed a series of online training courses that cover the essential elements of CDS and are offered free of charge. Get started now with CDS Orientation. |
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Continue training with the Core Courses
Once you have finished CDS Orientation, you are ready to move on to the Core Courses. The Core Courses cover everything you will need to know to service your clients and generate sales by identifying and developing prospects with the Client Data System. |
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Fast Classes
Every other week a new Fast Class movie will be published on the CDS Training and Support home page. Fast Classes spotlight advanced tools and marketing ideas.
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Live Web Training
In addition to online training solutions,
Ebix CRM offers live training with
CDS specialists. Live training can be customized for a 'tailored fit'
for the needs of you and your organization. |
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Support
Should the need arise, CDS support reps are standing by to help. |
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