Ready to enhance how you manage customer information and interactions in Sales-i 25? Join us for an interactive Live Learning session where we’ll explore the CRM experience and show you how to efficiently navigate and manage account data.
In this session, we’ll walk through the core areas of the CRM, including account record cards, contacts and details, document management, and interaction history. You’ll also discover tools designed to improve visibility and speed up your daily workflow.
Whether you're reviewing customer details, updating contact information, or tracking engagement history, this session will help you work smarter and stay organized in Sales-i 25.
What You’ll Gain:
- Confidence navigating account record cards in Sales-i 25
- Best practices for managing and updating contact information
- Simple ways to upload and organize documents
- Clear understanding of the full interaction history timeline
- Awareness of key differences from the Classic CRM experience
- Tips for using data visibility and quick-action tools to improve efficiency
What We’ll Cover:
- CRM overview and navigation in Sales-i 25
- Contacts & details: managing and maintaining accurate information
- Uploading, organizing, and accessing documents
- Viewing and understanding interaction history
- Using quick-action tools and improving data visibility
- Why Attend?
If you want to better understand the updated CRM experience, improve how you manage customer data, and take advantage of new tools in Sales-i 25. This session is for you.
Save your seat today and start working more efficiently with your CRM!