Aegis Training has a variety of offerings to fit all our clients needs.  Please read about our courses below and download the Class Descriptions for more details. And when you are ready to learn - Contact Us!  We are ready to help!

INTRO TO THE AEGIS CRM

Join us for a Two-day intro class for new hires, retraining, or users who need a solid overview of the Aegis CRM’s capabilities.  Utilizing a generic version of the Aegis database this class covers Layout and Navigation, Managing Donors, Appeal Set Up, Processing Donations & Pledges, Fulfillment, Using Rapid Entry, Major Donor Management, and Understanding Queries and Reports. 

Each attendee is provided a copy of the Aegis CRM Training database for use in class AND as a library of best practices for the month following class.

PRICE - Please contact us for pricing - Discounts available for multiple attendees from same organization.

Click here to download the complete Course Description complete with detailed Agenda.

QUERIES AND REPORTS

Users who attend this two day course learn how to create effective Queries and utilize reports in the Aegis CRM and will return to their organization well prepared!  Attendees review basic to complex methods of Query creation in the first day of class, including review of up to 25 different Query builds.  The second day consists of hands on labs with attendees  encouraged to work within their organization’s version of Aegis to apply lessons learned. Attendees will also receive Quick Reference Guides on Query creation with practical hands-on lessons on how to improve their use of this module.

Each attendee is provided a copy of the Aegis CRM Training database for use in day one of class and as a library of best practices for the month following class.

PRICE - Please contact us for pricing - Discounts available for multiple attendees from same organization.

Click here to download the complete Course Description complete with detailed Agenda.

PREMIUM TRAINING

This client specific offering is a one to multi-day course conducted in the client’s CRM using a back up of their data.  The agenda will be constructed pre-class through trainer interactions with staff and stakeholders to reflect focused training on any desired topics.  Students will be taken through specific exercises using own data, scenarios, and including any configurations.  Training can include intensive Queries instruction with hands-on labs, builds and exercises in their production instance where viable. 

Training will be recorded and chaptered for repeated usage with files delivered post-Training.

PRICE - Price dependent on length of class. Flat fee for entire organization/unlimited attendance. Contact Us for details.

Click here to download the complete Course Description complete with detailed Agenda.