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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.

Just click on the Book Now button or scan the QR code for the topic you’re interested and we’ll be in touch with a range of online content that you can access 24/7.


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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.

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    Managing leads

    Look at how to configure and efficiently manage your pipeline in CRM for leads, enquiries and prospects.

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    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.

You can also jump straight into our online help at any time and choose your own adventure!

If you have any questions along the way, please contact us at [email protected].

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