Baramey Academy: Learn to Sell Smarter, Faster, and Professionally

Welcome to Baramey’s official training hub. Below you’ll find practical, scenario-based tutorials designed for real business teams — especially those transitioning from Excel to a smarter, automated system. Perfect for sales, finance, and project teams in IT,ELV, Construction, School, Hospital, Hotel, Clinic, Logistic, and service businesses.

Business Use Case Training Library

Quote & Invoice Essentials

1. Create a Quote with Customer Categories/Group (With/Without VAT)
Learn to group customer by category and select VAT/Non-VAT profiles — no need for multiple systems and Excel.
Outcome: Faster quotes, professional formatting, compliance made simple.

2. Convert Quote to Invoice & Record Partial Payment
Convert approved quote into invoice, then record 50% deposit.
Outcome: Easy tracking of balance, less stress for accounting.

3. Recurring Invoices Without Manual Work
Setup recurring invoices for monthly service or maintenance contracts.
Outcome: No more Excel reminders using excessive brain to remember when to send out invoice — invoices auto-send, on time.

4. Auto Follow-Up for Unanswered Quotes
Enable reminders and tracking for quotes with no response.
Outcome: System reminds client or salesperson = higher deal closing.

5. Invoice in Khmer & English
Customize invoice labels and templates to fit local market needs.
Outcome: Builds trust, fewer misunderstandings.

Sales Performance & CRM

6. Assign Salesperson and Track Owner-wise Performance
Add lead owner for each client, quote, and deal.
Outcome: Transparent performance tracking, better team focus.

7. Which Clients Haven’t Paid After 14 Days?
Use aging reports and automatic payment reminders.
Outcome: Better cash flow, timely follow-up.

8. Sales Summary by Product or Service Type
Use tags or item categories to generate reports.
Outcome: Know what sells best, adjust strategy.

Project-Based Workflows

9. From Excel to Real Project Tracking
Create projects, link quotes and tasks, and auto-track billable time.
Outcome: Accurate progress, synced billing.

10. Field Team Time Logging via Tasks
Assign technicians and let them log hours inside each task.
Outcome: Real-time hours, cleaner invoice, no manual logs.

11. Fixed-Price vs Hourly Project Invoicing
Choose between recurring vs task-based invoicing.
Outcome: Clear for clients, flexible for you.

12. Profitability by Project
Use project tagging and filter by cost vs revenue.
Outcome: Know which jobs are worth repeating.

From Excel to Automation

13. Replace Manual Quoting with Templates
Create re-usable quote templates and avoid copying spreadsheets.
Outcome: Speed, accuracy, and professional look.

14. Automate Follow-Up & Status Updates
Use automated reminders and quote/invoice status tracking.
Outcome: Clients are never forgotten.

15. Centralize All Client Info in One CRM
Stop using individual Excel contact lists — manage all clients in one portal.
Outcome: Everyone aligned, data not lost with staff changes.

How to Learn

• Each video comes with a short SOP document (Khmer-English)

• Downloadable checklist for each use case

• On-site training available for teams (by request)