Organise yourself for 2025 with CRM and Campaigns.

Date: 19th December 2024

UK Time: 2pm

Duration: 30 minutes

Level: Intermediate

 

Setting up for 2025;

 

Do you want to get a head start on 2025? By using sales-i, you can get your diary in order, and set up some Campaigns – Ready for the New Year!

 

In this series of 3, 30-minute training sessions, we’ll be giving you all the hints and tips that you need to get 2025 off to a great start!

 

Sessions in the series:

 

  • CRM and Accounts Overview
  • My Calls Best Practice
  • Campaigns for the New Years Sales Drive

 

Session overview

 

In the Third and Final session of the series, we will be focusing on building Campaigns for the New Year. Aimed at intermediate users, and in just 30 minutes, we’ll show you how to:

  • Create some simple but effective Campaigns.
  • Use these Campaigns to gain insight into Customer Spends.
  • Book in Appointments directly off the back of these Campaigns.

 

Can’t join us for the live learning session? Keep an eye out for the recording which will be Uploaded on Sugar Club!