Sales & Marketing
Learn how to quickly get leads into CRM with marketing tools, manage your sales pipeline, work with your customers and effectively market to your leads and customers.
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Working with customers & sales
Covers how to create customers, work with customer records and includes a run-through of the sales process from quote to invoice and shipment.
Look at how to configure and efficiently manage your pipeline in CRM for leads, enquiries and prospects.
Learn how to integrate CRM with an EDM, segment your data and then engage with your leads and customers. Web Forms are another powerful tool we explore to get data into CRM from a range of sources.