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25th April

Building Campaigns using our new Customized CRM (Team Leaders and Power Users Only).  

  • Date: Thursday, 25 April 2024
  • UK Time: 10am and 2pm
  • US Time: 12pm ET
  • Duration: 30 minutes
  • Level: Advanced

Understanding how we can Customize our CRM and utilize this throughout the system. 

Do you want to be able to add more information to your CRM? Have you ever thought, ‘How can our CRM be more tailored to my company?’ Did you know you can use information within your CRM to build Campaigns?

During this series, we will show you how to Customize your CRM and utilize it more effectively. We will be able to tailor it more to your company, allowing us to detail information that we can report on, create Campaigns with, and be able to build customized pipelines to track customer order progress and monitor our potential projects.

Sessions in the series:

  • Understanding how we can build and customize our CRM. (Power Users Only).
  • Creating and Managing Pipelines within sales-i.
  • Utilizing our new customized CRM to create advanced searches in Accounts.
  • Building Campaigns using our new Customized CRM. 

Session Overview

In the fourth and final session of the series, we will look at how we can take the new data stored within our CRM and utilize the advanced searches we have created to build Campaigns for sales reps to maximize their potential.

During this session, we will cover;

  • Accessing Campaigns and explaining the benefits of building Campaigns.
  • Understanding how we can use our advanced searches as part of a Campaign.
  • Combining these Advanced Search rules with other Campaign filters to maximize the benefits of our custom-built CRM.

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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