This session is designed for new and existing users who may require a system refresher. We will review My Calls on the desktop and touch on the most important functions within My Calls. Some of the intricacies…
In this session, we'll be focusing on the Variance and Variance + Enquiries. This section is designed to help you interrogate your data at the click of a button. During this intermediate session, we will…
This session shows you how to monitor your opportunities in a more effective way. We will also look at:
How to add these opportunities to your pipeline, edit and track them.
How to link your opportunities…
This session focuses on the Full Picture Enquiry and is designed to help you interrogate your data at the click of a button.
Understand the advantages of building sales reports
Understand how we…
This course is designed for new and existing users who may require a refresher on the system. We will review the Enquiries section on the desktop, and touch on the most important functions within the Enquiries…
We will review the Accounts section on the desktop and touch on the most important functions within the Accounts section. Some of the things we cover include:
Easily categorize and identify your top…
This session guides users in the effective use of saved searches and how they can speed up their workflows exponentially, including:
How to quickly access accounts through saved searches
Managing…
This session is designed for new and existing users who may require a refresher on the system. We will review the Campaigns section on the desktop and touch on the most important functions within the Campaigns…
In this week’s session, we will show how we utilize the Enquiries section at sales-i. Showing Variance, Variance+, and Sales vs. Gaps in such a way that will have you saying “I didn’t know you could do…
This session is specifically designed for those using sales-i on the road. It also covers:
All elements of the functionality available to you.
Maximizing your time management skills using sales-i…
