Creating Advanced Searches through our newly customised CRM

Date: 16th January 2025

UK Time:2pm

Duration: 30 minutes

Level: Beginner

 

Getting Ready to Attack 2025.

 

Do you want to know how to utilise sales-i to get the most out of your system, ready to attack 2025?

 

During January, we will be covering how to build our CRM effectively and the benefits this can have throughout the system for Sales Reps and Sales Managers moving forward.

Sessions in the series:

  • Customising your CRM Record Card (Power Users)
  • Creating Advanced Searches through our newly customised CRM
  • Creating Campaigns using Advanced Searches.
  • Utilising our Campaigns through Enquiries, Google Maps and My Calls.

 

Session overview

 

In the second session of the series, we will be focusing on Creating Advanced Searches in your Accounts Section of the system. Aimed at beginners, and in just 30 minutes, we’ll show you how to:

  • Search under different criteria other than account name/number.
  • Use data from your ERP to create searches for territories, sales reps etc.
  • Use our newly Customised CRM to create advanced searches, ready to be used in Campaigns.