Prospecting is a critical component of the sales process. And our CRM is here to help!

Tune in to part three of our “New User Overview” webinar series next Tuesday, January 22, as we’ll walk you through the sales functionality of the Simpleview CRM. Chris George, Director of Product Education, and I will share how our CRM assists in the prospecting process and guide you through the basics of documenting a Lead.

We’ll also cover multiple aspects of Account and Contact management, including affiliated accounts, linked contacts, communications, traces and more. You’ll come away from Tuesday’s webinar with a stronger understanding of:

  • The creation and maintenance of Sales Accounts and Contacts
  • The importance of using tools such as Traces, Communications and In-kind/Expenses
  • The creation of orders tied to Inventory collateral

We hope to see you next week!