Training
To register for an online training class, visit the Contact Us page and complete the form or send an e-mail to training@teamfinancial.com.
Solutions Online
All TEAM customers are entitled to 24-hour access to Solutions Online, a repository of important information, including documentation, program release notes, access to the Updates Web Site and much more.
Customer Referral Program
Annual User Group Conference
Customer Referral Program
TEAM realizes that its best salespeople are its customers. We want to reward you for spreading the word about us. Customers can earn credit for TEAM products and services, including training, support and annual enhancement fees by referring new clients.
Rules
1. In order to receive the credit, the client must call the TEAM sales staff at 1-800-500-4499 at the time of the initial referral. If TEAM is not notified by its client within 30 days of the initial referral, credit will not be rewarded.
2. At the time of initial referral, the client will provide TEAM with the prospective customer's contact information.
3. The referral will be recorded only if the TEAM sales staff is not already actively working with the prospective client (has not had correspondence within the last 12 months).
4. When the sale is closed, a TEAM salesperson will call or e-mail the client to inform them of the sale, and a credit memo will be issued.
TEAM reserves the right to modify this program at any time.