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Copy of Live learning session campaigns

Identify opportunities with Campaigns. 

  • Date: Thursday, 26th January 2023
  • UK Time: 10am and 2pm
  • US Time: 12pm ET
  • Duration: 30 minutes
  • Level: Beginner

Get Ready for the New Year series:

Do you know how you’re going to hit your sales target for 2023? By using sales-i as your secret weapon against the competition, we’ll be making your life a lot easier.

In this series of 4, 30-minute training sessions, we’ll be giving you all the hints and tips that you need to get 2023 off to a great start!

Sessions in the series:

  • Prioritizing your Customers and Accounts: Accounts Overview
  • Establishing Opportunities: Enquiries Overview
  • Identifying Customized Opportunities: Campaigns Overview
  • Get more organized with MyCalls: MyCalls Overview

Live learning session overview: 

In the final session of the series, we’ll be focusing on the Campaigns, the section of sales-i that allows you to query your sales data in a specific way. For instance, how do you identify customers that have historically bought a particular product but stopped? Campaigns will help to answer that question and more. 

Aimed at beginners, and in just 30 minutes, we’ll cover:

  • A recap of how to build basic Campaigns
  • How to use the output of your Campaigns to create Opportunities
  • Understand how Campaigns links to all features in sales-i. 
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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