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27th June

Building Advanced Reports. 

  • Date: Thursday, 27 June 2024
  • UK Time: 10am and 2pm
  • US Time: 11 am CST
  • Duration: 30 minutes
  • Level: Advanced

Series Overview:

Efficiently organizing our days on the road using the mobile app. 

Are you primarily on the road? Would you like to utilize sales-i more efficiently on the mobile app? Do you want to prepare better for your meetings externally? 

For our Live Learning webinars this month, we will focus on the mobile app, looking at several features that allow you to effectively utilize the sales-i externally in a way that works best for you. 

From organizing your days more efficiently to creating bespoke sales reports and everything in between, this month’s webinars are perfect for outside-based reps who don’t get much desk time.

Sessions in the series:

  • Efficiently organizing our days on the road using the mobile app.
  • Understanding how to use our record cards effectively pre and post-meeting. 
  • Understanding how we can build basic customer spending to understand our customer's buying habits.
  • Building advanced sales reports so we can see customers falling, and spending trends.

Session Overview

In the fourth and final session of the series, we will be using the Enquiries feature to create advanced reports; key objectives from this session will include; 

  • Understanding the further reports that are available to us.
  • Understanding how we can see top spending customers that are falling year on year.
  • Identifying customers buying more but spending less.
  • Analyzing spending trends to spot customers' dropping in spend.
  • Understanding how to track and monitor possible opportunities.

Can’t join us for the live learning session? Register anyway, and we’ll send you the recording afterward to watch in your own time.

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