LITE 2015 - Getting the Most out of the CRM
1 like455 views
The document discusses how to get the most out of a CRM for a training company. It recommends planning data storage, using task management features, and configuring IMAP email integration as best practices. It also explains that the CRM can work with a sales opportunities system to manage bookings, enquiries, and help scale the business. A demo is offered to illustrate how the CRM and sales system interact.
1 of 15
Download to read offline
More Related Content
What's hot (20)
Ad
Viewers also liked (13)
Ad
Similar to LITE 2015 - Getting the Most out of the CRM (20)
More from getadministrate (20)
LITE 2015 - Getting the Most out of the CRM
- 1. GETTING THE MOST OUT OF THE CRM Administrate
- 2. 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?
- 3. What Exactly is a CRM?
- 4. Why do you need a CRM? • Customer retention • Ease of access • Saves time
- 5. 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
- 7. Plan Your Data Storage
- 10. How the Sales Opportunities System and CRM Work Together
- 11. 1. Manage bookings and enquiries 2. Scale up and grow your business How the Sales Opportunities System and CRM Work Together
- 12. How the Sales Opportunities System and CRM Work Together Let’s do a demo!
- 13. 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
- 14. Data and Reporting Workshop Today at 3:00 PM to 3:45 PM