Please see below for the webinar recording, or continue as follows for an outline of the content from 12-08-15.
If you’re having trouble accessing YouTube, you can alternately view the Vimeo link for this webinar.
The agenda for this webinar includes:
- CRM – Customer Relationship Management
- Today’s training – CRM provides transparency of customer activity across your business
- Choose your role – Sales Person
- Working with new leads
- Enter your data – customers and contacts
- Create and follow up – change Leads to Prospects, then create Opportunities & Quotes
- Simplify your sales process – email templates
- Making the most of CRM activities – phone calls, emails, notes
- Reports – pipeline by Sales Rep, Open Quotes, Current Opportunities
Some of the outcomes of the webinar will be:
- Improved follow up processes
- Better customer service
- Ability to know your sales pipeline every day
- More accurate reporting for sales managers
- Increased revenue for your business
- Higher income for you, through increased commissions
A future webinar on advanced CRM functionality is also planned.