Building Advanced Reports - Mobile

Date: Thursday, 28th November 2024
UK Time: 2pm
Duration: 30 minutes
Level: Intermediate

Session overview:

In the fourth and final session of the series, we will be using the Enquiries feature to create advanced reports, key objectives from this session will include;

• Understanding the further reports that are available to us.
• Understanding how we can see top spending customers that are falling year on year.
• Identifying customers buying more but spending less.
• Analyzing spending trends to spot customers' dropping in spend.

Can’t join us for the live learning session? Register anyway and we will send you the recording afterward to watch in your own time.

Series Overview:

Efficiently organizing our days on the road using the mobile app.

Are you primarily on the road? Would you like to utilise sales-i more efficiently on the mobile app? Do you want to prepare better for your meetings externally?

For our Live Learning webinars this month we will be focusing specifically on the mobile app. Looking at several features to allow you to effectively utilise the sales-i app externally, in a way that works best for you.

From organizing your days more efficiently, to creating bespoke sales reports and everything in between. This month’s webinars are perfect for those outside-based reps who don’t get much desk time.

Sessions in the series:

• November 7th - Efficiently Organizing our days on the road using the mobile app.
• November 14th - Understanding how to use our record cards effectively pre and post meeting.
• November 21st - Understanding how we can build basic customer spends to understand our customers buying habits
• November 28th - Building advanced sales reports so we can see customers falling, and spending trends