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

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

Date: 24th April 2025

UK Time: 2pm

Duration: 30 minutes

Level: Beginner

Getting Ready to Attack Q2.

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

During April, 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 Fourth and Final session of the series, we will be focusing on How to utilise the Campaigns that we built in the previous session. Aimed at Intermediate users, and in just 30 minutes, we’ll show you how to:

• Utilise these Campaigns to create opportunities.
• Use Google Maps to plan your Customer visits.
• Plan these visits by using the CRM Connectivity to Campaigns.