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Become a CRM & Sales
Opportunities Master
Introductions
•Keep track of everything
•Save loads of time
•Increase course bookings
Why Bother?
CRM explained
5 Key Takeaways
1. The different types of Contacts
2. How you can manage your trainers
3. Custom fields specific to your o...
Demo
Sales Opportunities
3 Key Takeaways
1. How to create your own sales workflow
2. Maximise value from your sales pipeline
dashboard
3. How to mo...
Demo
To the Batcave !!!
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LITE 2016 – Become a CRM and Sales Opportunities Master [Mark Mullen & Jesse Vernon]

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LITE 2016 – Become a CRM and Sales Opportunities Master [Mark Mullen & Jesse Vernon]

  1. 1. Become a CRM & Sales Opportunities Master
  2. 2. Introductions
  3. 3. •Keep track of everything •Save loads of time •Increase course bookings Why Bother?
  4. 4. CRM explained
  5. 5. 5 Key Takeaways 1. The different types of Contacts 2. How you can manage your trainers 3. Custom fields specific to your organisation 4. Quickly and easily filter accounts and contacts 5. Manage complex organisational structures
  6. 6. Demo
  7. 7. Sales Opportunities
  8. 8. 3 Key Takeaways 1. How to create your own sales workflow 2. Maximise value from your sales pipeline dashboard 3. How to move Opportunities to close and automatically generate registrations and invoices
  9. 9. Demo
  10. 10. To the Batcave !!!

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