Live Learning, The Account Card (AM Apple, PM Android)

The account card on the sales-i app is your go-to place when preparing for a call with a customer.

This session will show you how to use the account card to generate reports and customer-facing presentations, access and update key customer information, and ensure you’re fully prepared for the call with your customer.  Have a more relevant, focussed, meaningful, and profitable conversation with your customer by using the sales-i app.

Duration: 30 minutes