Organise yourself for 2025 with CRM and Campaigns.

Date: 5th December 2024

UK Time: 2pm

Duration: 30 minutes

Level: Beginners

 

Setting up for 2025;

 

Do you want to get a head start on 2025? By using sales-i, you can get your diary in order, and set up some Campaigns – Ready for the New Year!

 

In this series of 3, 30-minute training sessions, we’ll be giving you all the hints and tips that you need to get 2025 off to a great start!

 

Sessions in the series:

  • CRM and Accounts Overview
  • My Calls Best Practice
  • Campaigns for the New Years Sales Drive

 

Session overview

 

In the first session of the series, we will be focusing on Accounts, and the CRM Records within sales-i. Aimed at beginners, and in just 30 minutes, we’ll show you how to:

  • Search for Accounts Quickly and Efficiently.
  • Creating Advanced Searches for Customers.
  • How to Add Prospects and Convert them to a Customer.
  • Using Custom CRM Sections to your Advantage.

 

Can’t join us for the live learning session? Keep an eye out for the recording which will be Uploaded on Sugar Club!