Professional Services Consulting – One More Deal -CRM


Onsite Training | Training

Full Day on-site consulting visit – CRM

This package includes one full day on-sits consultation to: Provide training on the Daily Checkout Report; Provide training and setup of List Builder to find specific customers; Provide training and review the Sales Dashboard; Review pipeline management and data mining techniques; Setup and review email blasts; and Review business rules for Lost Prospects. Out of pocket travel and lodging expenses for onsite consultation will be billed to Customer at cost.

Last updated: February 2020

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