The following programs are important for the marketing and customer management functions.
WhatsApp mobile and desktop
Thunderbird
K9 Mail
Suite CRM
Openproject
Nextcloud
CRM Training
CRM training per user (hands-on) to ensure effective adoption and maximize productivity:
Hands-On Training Structure
A. Basic CRM Navigation (30-60 mins)
- Login & Dashboard Overview
- Menu Navigation (Contacts, Leads, Deals, Reports)
- User Profile & Settings
B. Core CRM Functions (Role-Based, 1-2 hrs)
- For Sales Teams:
- Adding & managing leads/contacts
- Creating & tracking deals/pipelines
- Logging calls/emails/meetings
- For Support Teams:
- Ticket creation & assignment
- Customer interaction history
- Knowledge base access
- For Marketing:
- Campaign tracking
- Lead segmentation
- Integration with email tools
C. Advanced Features (1 hr, Optional)
- Automation Rules (e.g., auto-assign leads)
- Custom Reports & Dashboards
- Integrations (Email, Calendar, etc.)
Hands-On Exercises
- Scenario-Based Tasks (e.g., “Add a new lead, assign to a teammate, log a follow-up”).
- Sandbox/Test Environment – Let users practice without affecting live data.
- Quizzes/Checklists – Validate understanding (e.g., “Where do you go to update a deal stage?”).
Post-Training Support
- Q&A Sessions – Schedule follow-ups after 1 week.
- Cheat Sheets – Quick-reference PDFs or laminated cards.
- Mentorship – Pair new users with CRM “champions.”
Evaluation & Feedback
- Survey Users – “What was most/least helpful?”
- Track Adoption Metrics – Login frequency, data entry accuracy.
- Iterate Training – Address gaps in future sessions.
Nextcloud Hands-On Training Plan
Goal: Enable users to store, share, and collaborate securely using Nextcloud.
1. Pre-Training Setup
- Ensure the user has:
- Nextcloud credentials (URL, username, password).
- Access via web/app (Desktop client + mobile app installed if needed).
- Test files/folders (e.g., sample documents, images).
2. Hands-On Training Modules
A. Getting Started (30 mins)
- Login & Interface Tour
- Web interface: Dashboard, Navigation menu, Settings.
- Desktop/mobile app: Sync status, preferences.
- Uploading Files
- Drag-and-drop vs. “Upload” button.
- Create folders and organize files.
B. File Sharing & Permissions (45 mins)
- Share a File/Folder
- Generate share links (public/private).
- Set permissions (view/edit/upload).
- Password-protect links + expiry dates.
- Collaborative Editing
- Use Nextcloud Text or Collabora Online for real-time docs/spreadsheets.
C. Nextcloud Apps (30 mins)
- Core Apps
- Calendar: Create/share events.
- Contacts: Add/manage address books.
- Talk: Start a video call/chat.
- Optional Apps
- Notes, Deck (Kanban boards), Maps.
D. Advanced Features (30 mins)
- Version Control
- Restore previous file versions.
- Ransomware Protection
- Enable “File Locking” (if available).
- Integration
- Connect with Outlook/Thunderbird (via Nextcloud Calendar/Contacts).
3. Practical Exercises
- Task 1: Share a folder with a colleague (set edit permissions).
- Task 2: Schedule a meeting (Calendar) and invite a teammate.
- Task 3: Edit a document collaboratively in real time.
4. Troubleshooting & Tips
- Common Issues:
- Sync errors? Check desktop client logs.
- “Quota exceeded” → Delete old files or request more space.
- Security Tips:
- Enable 2FA (Settings → Security).
- Use “End-to-End Encryption” for sensitive files.
WhatsApp Hands-On Training Plan
Goal: Master WhatsApp for personal and professional use on mobile and desktop.
1. Pre-Training Setup
- Ensure the user has:
- WhatsApp installed on their smartphone (iOS/Android).
- WhatsApp Desktop/Web downloaded (for computer use).
- A working phone number for verification.
2. Hands-On Training Modules
A. Setup & Basics (20 mins)
- Mobile Setup
- Verify phone number, set up profile (name, photo, status).
- Desktop/Web Pairing
- Scan QR code from web.whatsapp.com or desktop app.
- Interface Tour
- Chats, Status, Calls, Settings tabs.
B. Messaging & Media (30 mins)
- Send Messages
- Text, emoji, voice notes, quick replies (“Thanks!”, “On my way”).
- Share Files
- Photos/videos (compress if needed), documents (PDF, Word – up to 2GB).
- Formatting
- Italics, bold,
monospace
, ~~strikethrough~~.
- Italics, bold,
C. Calls & Groups (25 mins)
- Voice/Video Calls
- Start 1:1 or group calls (up to 32 people).
- Manage Groups
- Create, name, add/remove members, set group photo.
- Use @mentions and group admins.
D. Privacy & Security (20 mins)
- Settings
- Last seen, profile photo, status visibility (Everyone/Contacts/Nobody).
- Two-Step Verification
- Enable in Settings → Account → Two-step verification.
- Block/Report
- Handle spam or unwanted contacts.
E. Advanced Features (25 mins)
- WhatsApp Web/Desktop
- Keyboard shortcuts (e.g.,
Ctrl + N
for new chat).
- Keyboard shortcuts (e.g.,
- Starred Messages
- Bookmark important messages.
- Disappearing Messages
- Set to vanish after 24 hours/7 days/90 days.
- Chat Backup
- Google Drive/iCloud backup (mobile only).
3. Practical Exercises
- Task 1: Send a formatted message (bold + italics) with a photo.
- Task 2: Create a group, add members, and pin it.
- Task 3: Enable two-step verification and backup chats.
4. Troubleshooting & Tips
- Common Issues:
- “WhatsApp Web won’t connect” → Restart phone or re-scan QR code.
- “Can’t send large files” → Use WhatsApp’s document feature (2GB max).
- Productivity Tips:
- Use WhatsApp Business for professional needs (catalogs, quick replies).
- Mute noisy groups.
Thunderbird Hands-On Training Plan
Goal: Confidently use Thunderbird for email, calendars, and task management.
1. Pre-Training Setup
- Ensure the user has:
- Thunderbird installed (Download here).
- Email accounts added (IMAP/POP3 or Exchange).
- Test emails (inbox/sent items) for practice.
2. Hands-On Training Modules
A. Setup & Interface (30 mins)
- Initial Configuration
- Add email accounts (Gmail, Outlook, etc.).
- Set up signatures (HTML/text).
- Interface Tour
- Folders, toolbar, quick filter, search bar.
B. Email Management (45 mins)
- Organizing Emails
- Create folders/labels, apply filters (auto-sort incoming mail).
- Archive, delete, or mark as junk.
- Writing & Formatting
- Compose rich-text emails (bold, bullets, attachments).
- Use templates for frequent replies.
- Search & Shortcuts
Ctrl+K
(quick search),Ctrl+Shift+M
(new message).
C. Calendar & Tasks (30 mins)
- Lightning Calendar
- Add calendar (local or subscribed, e.g., Google Calendar).
- Create/edit events, set reminders.
- Task Management
- To-do lists with due dates.
D. Add-ons & Security (30 mins)
- Essential Add-ons
- Enigmail (PGP encryption).
- Mail Merge (bulk emails).
- Security
- Enable two-factor authentication (if supported).
- Block remote content (Settings → Privacy).
E. Advanced Features (30 mins)
- Unified Folders
- View multiple accounts in one inbox.
- Tagging
- Color-code emails for priority (e.g., red = urgent).
- Backup & Sync
- Export emails to
.mbox
or useImportExportTools
.
- Export emails to
3. Practical Exercises
- Task 1: Set up a filter to auto-sort work emails into a folder.
- Task 2: Schedule a meeting (Calendar) with a reminder.
- Task 3: Encrypt an email using Enigmail (if installed).
4. Troubleshooting & Tips
- Common Issues:
- “Can’t send emails” → Check SMTP settings.
- “Calendar not syncing” → Re-subscribe to the calendar URL.
- Productivity Tips:
- Use keyboard shortcuts (full list here).
Customization Options
- For Teams: Focus on shared calendars/delegation.
- For Privacy: Emphasize encryption (OpenPGP) and backups.
K-9 Mail Hands-On Training Plan
Goal: Confidently use K-9 Mail for secure, efficient email management on Android.
1. Pre-Training Setup
- Ensure user has:
- K-9 Mail installed (F-Droid or Play Store)
- Email credentials ready (IMAP/SMTP details)
- Test emails in inbox
2. Hands-On Training Modules
A. Setup & Configuration (30 mins)
- Account Setup
- Add email account (Auto-config vs Manual IMAP/POP3)
- Configure server settings (incoming/outgoing)
- Adjust sync frequency
- Interface Tour
- Unified inbox vs account-specific views
- Three-pane layout (on tablets)
- Quick actions (swipe gestures)
B. Core Email Functions (40 mins)
- Message Management
- Archive vs Delete
- Flagging important emails
- Search functionality (full-text, server search)
- Composing Emails
- Formatting options
- Attachment handling (cloud integration)
- Signature setup (per-account)
- Folder Management
- Subscribe/unsubscribe folders
- Create local folders
- Folder-specific notifications
C. Privacy & Security (20 mins)
- Encryption
- OpenPGP integration
- Encrypted email sending
- Key management
- Privacy Features
- Remote content blocking
- Message preview options
- Notification privacy
D. Advanced Features (30 mins)
- Customization
- Theme options (light/dark)
- Notification channels
- Per-account settings
- Productivity Tools
- Keyboard shortcuts (with physical keyboards)
- Snooze functionality
- Message templates
3. Practical Exercises
- Task 1: Set up a second email account with custom folder sync
- Task 2: Send an encrypted email (if PGP configured)
- Task 3: Create a custom notification rule for important senders
4. Troubleshooting & Tips
Common Issues:
- Sync problems: Check battery optimization settings
- Connection errors: Verify IMAP/SMTP ports
- Notification delays: Adjust sync frequency
Pro Tips:
- Use “Compact” view for more messages on screen
- Enable “Confirm actions” to prevent accidental deletions
- Long-press folders for quick actions
5. Post-Training Support
- Cheat Sheet: K-9 Mail Documentation
- Community Support: K-9 Mail Forum
6. Customization Options
- For Privacy Focused Users: Deep dive into encryption settings
- For Power Users: Advanced server settings and automation
- For Organizations: Group settings configuration
OpenProject Hands-On Training Plan
Goal: Enable teams to effectively manage projects using OpenProject’s full feature set.
1. Pre-Training Setup
- Ensure participants have:
- Access to an OpenProject instance (cloud or on-premise)
- User accounts with appropriate permissions
- Sample project data (tasks, timelines, team members)
- Test files for attachments
2. Core Training Modules
A. Project Setup & Navigation (45 mins)
- Interface Orientation
- Global vs. project-specific views
- Main menu navigation
- Personal dashboard customization
- Project Creation
- Setting up new projects
- Configuring project templates
- Managing project hierarchies
B. Work Package Management (60 mins)
- Task Creation & Assignment
- Creating work packages (tasks, features, bugs)
- Setting priorities, statuses, and % complete
- Assigning team members
- Advanced Work Package Features
- Custom fields and types
- Progress tracking (Gantt vs. Kanban)
- Time tracking and logging
- Bulk Operations
- Multi-select editing
- CSV import/export
C. Agile & Scrum (45 mins)
- Sprint Planning
- Creating and managing sprints
- Task boards (status-based views)
- Burndown charts
- Backlog Management
- Prioritizing user stories
- Story points estimation
- Release planning
D. Collaboration Tools (30 mins)
- Document Management
- File versioning
- Wiki integration
- Meeting agendas/minutes
- Team Communication
- Activity feeds
- @mentions in comments
- Notification settings
E. Reporting & Analytics (30 mins)
- Custom Reports
- Creating saved queries
- Visualizing data (charts, graphs)
- Exporting reports (PDF, Excel)
- Dashboard Widgets
- Configuring overview widgets
- Creating team dashboards
3. Practical Exercises
- Exercise 1: Create a project with 10+ tasks and assign team members
- Exercise 2: Plan a 2-week sprint using Agile features
- Exercise 3: Generate a custom report on task completion rates
- Exercise 4: Set up automated email notifications for critical tasks
4. Advanced Features (Optional)
- Integration
- GitHub/GitLab synchronization
- Calendar integration (Outlook/Google)
- API usage basics
- Administration
- User role configuration
- Custom workflows
- System settings overview
5. Troubleshooting & Best Practices
Common Issues:
- Permission conflicts (verify role settings)
- Sync problems with external tools
- Notification delivery issues
Pro Tips:
- Use keyboard shortcuts for faster navigation
- Configure “My Page” for personalized views
- Set up email reminders for overdue tasks
Customization Options
- For Developers: Focus on GitHub integration and API
- For Executives: Dashboard and reporting deep dive
- For Scrum Masters: Advanced Agile configuration
Rates :
Hourly rate is USD $250 per hour.
For 1 person
25 Hours
for 25 hours the rate is $150 per hour = $3750
For 5 people
30 Hours at $125 per hour = $3750
$3750 / 5 people = $750 per person
For 25 people
35 Hours at $110 per hour = $3850
$3850 / 25 people = $154 per person
For 50 people
35 Hours at $110 per hour = $3850
$3850 / 50 people = $77 per person
For 100 people
For 100 people
40 Hours at $100 per hour = $4000
$4000 / 100 people = $40 per person
For 101 to 500 or more people online MOOC
For more than 100 people online with trainer. MOOC
40 Hours at $100 per hour = $4000
$4000 / number of people = rate per person
For more online video based training only
Access to video and materials content : $5 per person
Assessment (Optional) : $250 per person. 1 Hour. Introductory offer is $100