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How to Gain Actionable Insight From your CRM Data

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How to Gain Actionable Insight From your CRM Data

278 views September 25, 2020 53:13

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ChannelWarren Stokes

Description from the creator

In this webinar you will learn:

Best Practices for Structuring your CRM Data and Making Data Driven Decisions

* Best Practices for Structuring your CRM Data How to Automatically Capture CRM Data
* The “What” and the “So What”
* How to Inspect what you Expect
* How to use Analytics Dashboards and reports to Gain Actionable Insight

As a result you will be able to answer these key questions:
* Which Rep Generated the Most Activity?
* Which Clients Saw the Most Activity?
* How Much New Business was Booked Goal?
* How Long is my Sales Cycle?
* What is my Sales Forecast?
* What are my Lead Conversion Rates?
* How Many and what type of Sales Activities Does it Take to Close a Deal?

All with Outlook !

About the Presenter
Warren Stokes has over 15 Years of Sales Management experience
Helped over 900 Companies Grow their Businesses with Prophet
Holds 2 US Patents, 1 Patent Pending in Sales Automation
Over 1 Million views of Outlook and CRM Webinars on YouTube
Loves Golf, Hiking, Cycling , Art and CRM!

“Management is often guilty of demanding too much data; and worse yet, expect their busy salespeople to enter all that data.”

About this tutorial

Warren Stokes published this 53:13 video tutorial on September 25, 2020. It has been watched 278 times on YouTube.

Category
Education
Duration
53:13
Published
September 25, 2020
Views
278
Likes
1

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