CRM
Teams with the right information, at the right time, strengthen customer relationships, inspire loyalty and provide superior service over competitors. Inform CRM (Customer Relationship Management) harnesses the data within your software to drive meaningful client conversations for engagement that turns into sales. In this training module, you will learn
- How to manage customer engagement
- Track your sales opportunities
- How to add a prospect
- Add an activity to a prospect
- How to track your sales pipeline
- Review Sales dashboard KPIs
- Salesperson reporting
- Other sales reports