CRM Agenda:

· The 5 key screens you will use (Accounts, Contacts, Opportunities, Multiple Dashboard’s, (Sales rep, Sales Manager, Marketing Manager, Mgmt.)

· Sell more, do a little marketing! Included

· Activity Based Selling, track what each rep. is doing daily

· Sales forecasting & Pipelines, using AI, Includes Sales Copilot, AI does the work for you