Managing the Sales Pipeline
Once you’ve mastered the basics of the CRM, this interactive webinar provides a more detailed look at managing your sales pipeline, using the CRM Sales tool. The webinar will last approximately 45 minutes including a Q&A session.
We’ll demonstrate the CRM process of how to take a new prospect through your full sales cycle, from start to closure. The webinar will also cover managing and modifying your sales forecast reports.
Next Webinar Dates
Please note international time zones
Tuesday 20 June 2023
Sydney, Australia 12:00 pm (AEST), Singapore 10:00 am (SGT)
Tuesday 20 June 2023
UK 12:00 pm (BST), USA 4:00 am (PDT), 7:00 am (EDT)
Wednesday 28 June 2023
UK 4:00 pm (BST), USA 8:00 am (PDT), 11:00 am (EDT)
Thursday 20 July 2023
UK 12:00 pm (BST), USA 4:00 am (PDT), 7:00 am (EDT)
Thursday 20 July 2023
Sydney, Australia 12:00 pm (AEST), Singapore 10:00 am (SGT)
Sales CRM Webinar Agenda
The webinar will take a detailed look at the CRM sales pipeline features, including:
Sales lead tracking: Take prospects through your sales cycle from start to closure.
Opportunities: Prioritise your sales and give visibility of you and your teams’ sales pipelines.
Quotations: Create quotations from your Opportunities and send to your contacts.
Forecast Reports: Set up, manage and modify sales forecasting reports.
Here’s a blog to accompany the webinar Managing the Sales Pipeline.
Webinar On-demand
If you can’t make the webinar dates you can watch a recording by registering here.