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 support@getadministrate.com