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Effective Customer Case Management
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
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
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
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, …
Elevate Your Business with CRM
Enhance collaboration throughout your organisation with CRM solutions. Following sign-up you will receive a Microsoft Teams Calendar invite. As technology continues to evolve, and new solutions are being introduced to our businesses, it’s hard to know how to move through the tech world. With this in mind, we are running a selection of webinars that will help you with anything …
Making the Most of our CRM
How to get the most from our new customer relationship management (CRM) system.
Executive Roundtable: – Cracking the CRM Code
The data that lives inside a customer relationship management (CRM) platform like Salesforce sits at the heart of modern business operations Are you sitting on a goldmine of untapped potential? In today’s data-driven world, your Customer Relationship Management (CRM) platform is brimming with valuable customer insights. But how do you effectively leverage this data to gain a comprehensive understanding of …
Manage Your Contacts With HubSpot – An Online CRM
Learn How to Manage Contacts Using the HubSpot CRM. Only $60 (50% OFF) for Every.Black members when using the membership discount code. Entrepreneurs Manage Your Contacts With HubSpot(a CRM) Learn How to Manage Contacts Using HubSpot(a CRM) Computer Class Class Dates and Times: Part 1 of 4 on Thursday, July 18, 2024 from 9 AM to 11 AM EST Part …
Best Practices for CRM Implementation
Join us for Part 3 of 4 on CRM Foundations: A Beginner’s Guide to Customer Relationship Management – perfect for those new to CRM! CRM Foundations Part 3: A Beginner’s Guide to Customer Relationship Management This session will explain best practices in setting up a new CRM system to make the process easier and more efficient for your business. This …
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