We’re excited to invite you to our brand-new Live Learning series for sales-i!
Throughout this series, our expert trainers will walk you through different parts of sales-i to help you get the most out of the system.
You’ll learn how to:
- Plan and manage your calendars with ease
- Build bespoke reports tailored to your needs
- Customize personal dashboards that work for you
And the best part? These sessions are completely free. It’s your chance to pick up practical tips, ask questions in real time, and make sales-i work even harder for your business.
Save your spot today and join us for the next Live Learning session!
Sessions in the series:
September 18 — Interactions
Discover how to add and track interactions (past, present, and future) to keep everything in one place.
September 25 — Record Cards
Get the most out of your Record Cards and learn how they can give you quick, powerful insights.
October 2 — Enquiries
Build custom reports that prepare you for even the toughest sales conversations.
October 9 — Alerts
Create your own sales rules and alerts to spot opportunities before they pass you by.
October 16 — Home Page & Dashboards
Personalize your sales-i experience with customized dashboards that keep what matters most front and center.
No matter your experience level, these sessions are designed to leave you feeling more confident, more efficient, and more in control of your sales-i experience.
- Choose the topics that matter most to you
- Join live or catch up on the recordings at your convenience
- Ask questions and learn directly from our expert trainers
We look forward to seeing you there and helping you make the most of everything sales-i has to offer!