Utilizing Enquiries to establish sales gaps within your customers' spending - Sales vs Gaps. 

• Date: Thursday, 26th September 2024
• UK Time: 2pm
• US Time: 2pm CST
• Duration: 30 minutes
• Level: Intermediate

Series Overview:

Understanding how we can fully utilize Enquiries and Customer Dashboards within sales-i Desktop.

Do you have questions about your customers' spending habits? Or what are your Top Selling products?   Or do you want to be able to quickly access your customers' data to identify opportunities?
 
During this series, we will be focusing on utilizing the Desktop Enquiries and Customer Dashboards. Looking at all the different types of enquiries within the system. From your Top Spending, Top Falling, Sales vs Gaps, and Trends. The month of September will be dedicated to running you through different Desktop Enquiries so you can get the most out of the data provided for your customers to help identify opportunities, trends and insights. We will also be taking a deep dive into your customer dashboards, allowing you to efficiently prepare for customer meetings.

Sessions in the series:

Session Overview

In the fourth and final session of the series, we will compare your customers' Sales vs. Gaps monthly to locate spending habits and any gaps in purchasing. During this session, we will cover: 

●    Setting custom date ranges to organize data points.
●    How to track customers' spending, products, sales reps, and other forms of data.
●    How to organize and digest data to be ready at any moment, with any customer.

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!