How to Structure, Manage, and Gain Actionable Insight from your CRM Data.
This Outlook CRM Webinar series has over 1.2 million views on YouTube.
In this webinar you will learn:
Best Practices for Structuring your CRM Data and for Making Data-Driven Decisions
- Best Practices for Structuring your CRM Data
- How to Automatically Capture CRM Data
- The “What” and the “So What” of CRM Data
- 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 !
Learn how to Sell your Way Out of these tough economic times
#6 – How to Increase your Sales Quickly with High Velocity Lead Capture, Tracking and Reporting
In this Webinar you will Learn how to Sell your Way Out of these tough economic times.
Capture Leads from your Website
- Leads are Instantly Injected into Prophet in Real Time
- Contacts, Companies and Opportunities are Created Automatically
- Email Notifications are Instantly sent to the Manager
Manage Leads in your Sales Pipeline in Outlook
- Track in Prophet CRM
- Report and Analyze with Prophet Analytics Dashboards
- Automated Follow up for Leads, Contacts and Opportunities
- Drip Campaigns to Contacts or Accounts
- Receive Updates and reports Automatically
All within Outlook!
#5 – How to Tame your Outlook Inbox – Top Tips and Tricks for Microsoft Outlook 2016
#4 – How to Create and Automate a Consistent and Repeatable Sales Process
In this Webinar you will learn the seven secrets that Outlook Experts and Productivity Gurus have used for years to increase their productivity.
These simple tips and tricks will dramatically Improve your Productivity, help you Get More Organized and Save valuable Time!
In this webinar you will Learn How to Create and Automate a Consistent and Repeatable Sales Process, and Implement it in Prophet CRM.
“I am often struck by how many companies do not have a documented sales process. This is a mission critical process for all businesses.”
• Benefits of a Consistent Process
• Sales Process Design Best Practices
• Sales Process Design
• Using Automation to Ensure Repeatability
• Using Analytics to Refine the Process
• All within Microsoft Outlook!
#3 – Seven Secrets of Great Sales Management
In this webinar you will Learn Strategies Using Prophet CRM to Effectively Manage your Sales Team.
• Key Concepts for Sales Management
• Track Key Performance Indicators
• Ensure Proper Follow Up
• Key Concepts for Lead Management
• Gain Actionable Insights into Your Sales Pipeline
• Create “Set It and Forget It” Automated Follow-up
• Dashboards to Inspect What you Expect
• All within Outlook!
#2 – Learn the Seven Secrets of Great Sales Pipeline Management
In this webinar you will Learn Strategies Using Outlook and CRM to Effectively Manage your Sales Pipeline.
• Capture leads • Track opportunities • Gain Visibility of your Sales Pipeline • Generate Accurate Forecasts • Gain Actionable Insights into Your Sales Pipeline • Create “Set It and Forget It” Automated Follow-up • All within Outlook!
#1 – Learn the Seven Secrets of Great Contact Management
In this webinar you will Learn Strategies Using Outlook and CRM to Effectively Manage your Contacts.
• Easy Ways to Create Contacts • Sync your Contacts with your phone, laptop, desktop and home computer • Using Custom Contact Fields • Create “Set It and Forget It” Automated Follow-up • Manage Your Contacts by Your Priorities • Importing Contacts from Excel • De-Duping Contacts