Identifying unique opportunities via building custom Campaigns (Team Leaders and Power Users Only).
- Date: Thursday, 31st October 2024
- UK Time: 2pm
- US Time: There won't be a US session, please register for the UK session so you can receive the recording.
- Duration: 30 minutes
- Level: Advanced
👇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 final session of the series, we will be retaining our focus on Campaigns. Campaigns are a vital feature that allows you to create custom rules that target promotions, customers who have stopped spending, customers who are falling in spend, and much more! This will be a huge help for your reps, saving them huge amounts of time moving forward. During this webinar, we will cover;
● Which filters are most useful when harvesting spending data for your Campaigns.
● Building these Campaigns using some different examples.
● How to utilize these Campaigns once they are built.
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!
