Effective Customer Case Management

revopsevents

Enhance your customer case management skills in Dynamics 365. LEARNING TOPICS Customer model – quick overview Cases generation and management Service Level Agreements (SLAs) Queue management and routing rules Email to Case, using Power Automate The Customer Service Portal – an introduction Using Customer Service dashboards Lessons from the field   WHAT YOU GET In-depth, focussed coaching on a specific …

Getting Started with Salesforce Trailhead

revopsevents

Join us for Part 4 of 4 on CRM Foundations: A Beginner’s Guide to Customer Relationship Management – perfect for those new to CRM! CRM Foundations Part 4: Setting Up Salesforce Trailhead The fourth session in this 4-part series is a launching point for those interested in learning more using the popular Salesforce Trailhead learning system. By this point, participants …

Choosing the Right CRM to Drive Your Growth

revopsevents

Join Volta and Rob Manne and Jessica McAuley of Inflectiv for Choosing the Right CRM to Drive Your Growth. When: Thursday, July 18, 2024 from 12:00pm AST – 1:00pm AST Where: Virual ( a zoom link will be included in your Eventbrite confirmation email) Description: There are dozens of platforms that help companies organize and track their growth efforts. But …

CRM Mastery for Agents: Boost Sales with Lead Tracking

revopsevents

Boost your sales by mastering CRM and lead tracking with this online event designed specifically for agents. CRM Mastery for Agents: Boost Sales with Lead Tracking Date: Online Event Join us for a game-changing online event, where you’ll learn how to take your sales to the next level with lead tracking. Our expert speakers will share their CRM mastery secrets, …