Understanding the customers you call the most and sell the least too in comparison to the customers you call the least and sell the most too is key information when managing a portfolio of accounts. In this session we will explore how you can make the most of the Performance Insights, both as an individual understanding your own accounts, but also as a Team Leader managing a team.
- Understand what Insights are available and where to find them
- Review how to utilize the filters to make the reports relevant
- Explore how to best utilize the Opportunities report
Designed for anyone interacting with customers or managing a team of people who are logging their interactions.
This session will not be recorded and attendees will be encouraged to ask questions and get involved.
Register now to secure your place.
sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .