1:30 – 1:55 pm

Day in the life: Introduction

Do you need to establish a marketing strategy and share information with your customers or manage and mitigate complaints to ensure your existing customers remain happy and well informed?

–      Overview of CRM’s 3 core modules (Sales, Service and Marketing)

–      Demonstration of how these modules are integrated and work together to   support your business plan

–      Usability, Integration to Outlook and reporting overview

Jim Heaton– President of VoxISM

1:55 – 2:15 pm

Day in the life: Daily Reports and Tasks

–       Running activity reports, recording notes and following up

–       Understanding how to use social media

–       Running by the numbers and reporting to management

–       Using Business intelligence to support marketing campaigns

–       Understanding when to react to customer service issues and how

Jim Heaton – President of VoxISM

2:15 – 2:25 pm

Questions and Answers

Sales Management is a big topic and we might not have covered everything. So please bring your questions and we’ll address them at the end.