Capturing and utilizing key information about your customers: Taking advantage of the CRM functionality in sales-i classic Harvesting and utilizing key information about both your prospects and customers can help in growing your business, in this session we will explore how you can make the most of the CRM functionality, from creating custom fields to using the data in campaigns and enquiries.
- Understand how to set up the CRM custom sections to get the most out of them
- Review where you can utilize the newly harvested data
- Explore ways you can incorporate the data in your other reports
Designed for anyone responsible for driving revenue growth through insight-led selling.
This session will not be recorded and attendees will be encouraged to ask questions and get involved.
Register now to secure your place.
sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .