CRM Advanced Training

(4 hours)

CRM Lists

• My Lists

• Call Lists

• Marketing Lists

• Mailings

• Mail Chimp Integration

• Complimentary Subscriptions

  • My Comp Subscriptions

  • Serve An Issue

• Marketing Campaigns

CRM Manager Reporting

• CRM Manager Home Page

• Rep Activity

• Action Items by Rep

• Proposals Approved via the Portal

• Call List - Time Spent Report

• Call List Performance

• CRM Notes Report

• Map

• My Prospects - X/Y Grids:

  • Prospects by Product

  • Prospects by Category

  • Prospects by Source

• Client Comparison

• Opportunities Sales Pipeline

• Opportunities by Rep

CRM System Maintenance

• Transfer/Change Reps

• Contacts Flagged as "Do Not Use"