Register for our free live learning session below 👇
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.
