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CRM is complicated, right? Wrong! We show you how you can create a simple DIY program to manage your customers, schedule tasks with them and leverage your relationship to increase business. In simple bite-sized pieces, learn not only how to use your CRM but why each step gets you closer to your objective of getting sustainable business.
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Saleswah CRM is a strong platform for B2B sales and marketing
Follow the Saleswah CRM Tutorial to get upto speed, quickly!
Step 1:Set-up!
(and customize)
2nd step:Move your contacts in, clean and de-dupe
Step 3.
Schedule
Track and follow up in Saleswah, Google and Outlook
Step 4:Sales (deal) Management:
Track sales opportunities through stages and have Saleswah evaluate the deals for completeness.
How realistic is your forecast?
Step 5.Sales activities: plan and execute
Send quotes, proposals, literatureSchedule tasksTake notes on a sales call
Step 6.Send email marketing campaign
Create professional email templatesInsert customization tags (mail-merge)Select the right audienceMail and track response
Step 7.Evaluate dashboards and reports
Main dashboard plusAccount DashboardAnd many reports defining the state of your sales operations
