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GETTING THE MOST OUT OF THE CRM
Administrate
Agenda
1. What exactly is a CRM? 2. Why does a training company need a CRM? 3. What are the best practices to get the most out of your CRM? 4. How does the Sales Opportunities System and CRM work together?
What Exactly is a CRM?
Why do you need a CRM?
• Customer retention • Ease of access • Saves time
Best Practices to Get the Most Out of the CRM
1. Plan out your data storage 2. Use the Task Management feature 3. Configure your IMAP email Integration
First Aid Training
Plan Your Data Storage
Task Management
IMAP Email Integration
How the Sales Opportunities System and CRM Work Together
1. Manage bookings and enquiries
2. Scale up and grow your business
How the Sales Opportunities System and CRM Work Together
How the Sales Opportunities System and CRM Work Together
Let’s do a demo!
1. What exactly is a CRM? 2. Why does a training company
need a CRM? 3. What are the best practices
to get the most out of your CRM?
4. How does the Sales Opportunities System and CRM work together?
Review
Data and Reporting Workshop Today at 3:00 PM to 3:45 PM
THANK YOU [email protected]