Webinar Recordings

Utilizing Enquiries to establish your top spending customers- Full Picture

Understanding the Home Screen and Customer Dashboards

Utilising our Campaigns through Enquiries, Google Maps and My Calls.

Creating Campaigns using Advanced Searches.

Creating Advanced Searches through our newly customised CRM

Live Learning - Using the mobile app to build basic sales reports and understand customer spending

Utilising our record cards effectively pre and post meeting on the mobile app

Efficiently Organizing our days on the road using the mobile app

Utilizing Enquiries to establish your top falling customers and identify opportunities- Variance/Variance +

Understanding the Home Screen and Customer Dashboards

Utilising our Campaigns through Enquiries, Google Maps and My Calls.

Creating Campaigns using Advanced Searches

Creating Advanced Searches through our newly customised CRM

Customising your CRM Record Cards

Campaigns for the New Years Sales Drive

My Calls Best Practice

CRM and Accounts Overview - sales-i Desktop

Using the mobile app to organize your days, prepare for meetings, and create custom sales reports.

Understanding how we can build basic customer spends to understand our customers buying habits

Understanding how to use our record cards effectively pre and post meeting.