Understand the advantages a customized CRM can have in your Accounts section.
- Date: Thursday, 17th October 2024
- UK Time: 2pm
- US Time: 2pm CST
- Duration: 30 minutes
- Level: Intermediate
👇Register for FREE 👇
Series Overview:
Understanding the benefits customizing your CRM can have throughout the system.
Want to learn how you can customize sales-i to suit your business? Ever wondered how to use these customized sections to their maximum potential? Want to build some Campaigns to target those promotions?
During this series, we will be running you through the wonders of customizing your system and building specific promotion-driven sales Campaigns. We understand that every business operates differently, and customizing your CRM is vital to ensure you are capturing key information relevant to you. We will then take a look at the multiple ways we can utilize this information throughout the system, including building specific Campaigns that help you get the most out of your promotions and marketing implementations as we head into the final calendar quarter of 2024.
Sessions in the series:
● Understanding how you can customise your CRM (Power Users Only)● Adding Call Notes and Opportunities using your customised CRM
● Understand the advantages a customised CRM can have in our Accounts Section
● Building Campaigns using your new Customised CRM (Team Leaders and Power Users Only)
● Identifying unique opportunities via building custom Campaigns (Team Leaders and Power Users Only)
Session Overview
In the third session of this series, we will be explaining how you can use the power of your new customized CRM to get the maximum out of your account searches on sales-i. Accounts have a huge amount of what is often un-accessed potential, and during this webinar, we will be revealing how you can access that potential. During this webinar, we will cover;
● How to use simple filters to create more specific account searches.
● Using your customized sections to create searches that can give you a huge advantage over your competitors.
● How to save and export these searches ready for quick access.
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.
Meet the team!
