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Daylite Academy

Daylite Academy

Become a Daylite professional

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Do you want Know-how on demand? Not a problem!

That’s what our Daylite Academy delivers!
Here you will become a real Daylite professional! You can expand your business know-how at any time and get valuable advice for your daily work. Our trainers offer you our experience from thousands of projects bundled as one e-learning platform! You will for example learn how to segment your customers, how to work with Kanban Boards, how to control your projects, and how to use Daylite successfully in sales and marketing.

The Daylite Academy is part of our Daylite Business Coaching offer, which also includes a time contingent for individual consulting & support.
To give you the opportunity to get to know our Academy, we offer some courses free of charge. Register now and become a Daylite professional!

Daylite Administration

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Daylite Preferences – Personal

We’ll start with your personal settings in Daylite. How do you set the text size, how do you organize your messages and how can you integrate calendar and contacts?

Daylite Preferences Primary.png

Daylite Preferences – Primary

Learn how to make meaningful use of companies, opportunities, activity sets, pipelines, forms, roles&relationships, categories and keywords.

Daylite Preferences Secondary.png

Daylite Preferences – Secondary

Find the optimal settings for edit screens, free fields, default values, labels, locations, resources and products & services.

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Daylite Preferences – System

This section is especially relevant if you are Daylite administrator for your company. Learn how to manage your Daylite account and users & teams, among other things.

Build and Nurture Relationships

Capturing-Contacts-free

Capturing Contacts

With the exact address registration of your customers, leads, partners, and suppliers you lay the foundation for your successful work with Daylite.

Organizing-Contacs

Organizing Contacs

Organize your contact information specifically for your team with categories, keywords, and filters.

Finding-Contacs

Finding Contacts

Find, sort, and select your contacts for marketing campaigns or sales activities quickly and efficiently.

Logging-Communication-with-Customers

Logging Communication with Customers

Record every detail of phone calls, e-mails, and letters centrally in Daylite.

Apple-Mail-Integration

Apple Mail Integration

The complete e-mail communication with your contacts centrally in Daylite: So you are always up to date and ready to receive information at any time.

Creating-Print-and-Report-Templates

Creating Print and Report Templates

Streamline your recurring correspondence with templates for e-mails, letters, labels, and report templates.

Managing-Documents

Managing Documents

Manage and edit your documents centrally in Daylite, whether they are Number, Word, Pages, or Excel documents.

Working-with-GEO-Data

Working with Geo Data

Geocode your Daylite contacts, segment your contacts by location or distance, and learn how to use this information for sales.

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Using Dropbox-Integration

Learn how to set up Dropbox integration and edit these files on your own or with others.

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Mailchimp Integration

Create professional newsletters with our Mailchimp integration. Learn how to set up the Maichimp integration, select your Daylite contacts and transfer them to Mailchimp.

Execute On Your Plans

The-Personal-Calendar

Personal Calendar

Plan your time, tasks, and appointments with internal and external contacts in a structured and efficient way with Daylite.

Managing-Calendars

Managing Calendars

Configure the Daylite calendar for you and your team, integrate external calendars, and create smart calendars for vacations and resources.

Task-Management

Task Management

Learn everything about task management, from creating and delegating to applying complex activity sets.

Project-Management

Project Management

When does it make sense to create a project in Daylite? What does a complex workflow with projects and activity sets look like? How do I create projects from opportunities?

Project-Management-with-Boards

Project Management with Boards

The Kanban methodology in Daylite – basics, creating boards, TimeBoards, chance boards.

Im-Budget-bleiben

Staying within Budget – Time&Budget

Keep track of your time and financial budgets, evaluate your projects and invoice directly from Daylite.

Close More Deals

Signing-estimates-digitally

Have offers digitally signed

In this course, we will introduce you to the integration of SimpleSign, show you which settings you should make, and create a quote step by step.

Sales-and-Distribution-with-Daylite

Sales and Distribution with Daylite

Learn how the complete sales activity is mapped in Daylite. Create professional offers, analyze your sales opportunities, and evaluate your success.

Client-Acquisition-with-Daylite

Client Acquisition with Daylite

Prepare your telephone acquisition professionally with Daylite, segment target groups, and analyze your success.

Scale Your Business

Your Communication with Missive

Missive is THE tool for all your corporate communications. Edit emails separately or in a team and integrate social media channels.

Offering-Appointments-online

Offering Appointments online

Learn how to use Acuity Scheduling to offer your customers round-the-clock appointment booking options.

Keep-up-to-date-with-Slack-internally

Keep up to date with Slack internally

Your team will love it: The fast wire within Daylite to exchange information internally.

Using-Video-Conferences-with-Zoom

Using Video Conferences with Zoom

Create a Zoom Meeting together with the appointment in Daylite. One-click – nothing else.

ProductivityTools

A multitude of tools for your productivity, including Webex and Microsoft Teams integration.

Our Trainers

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Richard Rohleder

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Alf Ruppert

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Eric Nelles

The Daylite Academy trainers have the know-how from countless Daylite projects. They all support our mission to help small and medium sized businesses to digitize their processes with Apple products and save time and money while doing so.

As a Daylite Business Coaching customer you can also book individual consulting sessions with our team.