Smart Communications believes in the power of our solutions─and in providing educational resources that enable citizen automation for our clients. For customers and partners who would like to expand their understanding of SmartCOMM™, SmartIQ™, or SmartDX™, the Smart Communications training team can help.
Companies can request any combination of the following training options:
-Instructor-led private sessions (remote or in-person)
-Instructor-led public courses (remote only, multiple companies attend the same session)
-Access to an extensive library of online learning modules
This combination of hands-on Instructor-Led Training and eLearning modules makes it easy for new users to learn at their own pace, applying real-life examples to the creation of highly customizable customer communications.
We’re proud to provide training and certifications in the following areas:
SmartCOMM – These courses are designed for companies focused on citizen automation─covering topics related to developing personalized, on-brand communications using the SmartCOMM platform. Our blended SmartCOMM training program includes both instructor-led training and self-paced eLearning modules that cover all aspects of the SmartCOMM solution─including data modeling, template development, document layout design, branding, interactive, on-demand and batch processing. Training is available for both pure cloud and hybrid deployments.
There are two certification programs available for SmartCOMM users—Template Specialist (TS) and Document Template Author (DTA). These programs are designed for citizen users whose primary responsibility is to create and manage communication documents. Please email [email protected] or complete the form on this page for more details.
SmartIQ – Empower citizen users with extensive online courses that begin with an introduction to the user interface and simple demonstrations─and evolve into the details of creating new projects, response-based questions, integrating with core systems, specifying project outputs (ex: send for eSignature, export to Excel, etc.), and much more. For hands-on courses and learning labs, register for our private sessions where you have access to product experts who can answer questions specific to your business needs.
SmartDX– Learn how fully compliant documents for Sell-Side and Buy-Side firms are produced inside SmartDX. Our courses cover the development of these documents and related resources, along with the use of our Collaboration feature to expedite rapid edits, reviews and instant approvals – all conducted centrally and securely with a full audit trail of all negotiations conducted on a single golden copy of the document.
SmartCOMM for Salesforce – Learn how to produce enterprise-class customer communication inside the Salesforce environment. Our courses cover all aspects of the use of SmartCOMMTM for Salesforce – from seamless access to Salesforce data for your templates and the use of Chatter and approval workflow integration, as well as powerful template design and editing through our easy-to-use browser-based interface.