CRM Training

Videos

CRM Training

Videos

CHAPTER 1 - CRM Training

  • Managing Your Leads: Learn how to effectively work with and track your leads.

  • Understanding Your System Workflow: Get familiar with the CRM system’s workflow to ensure smooth operation and effective task management.

  • Managing Your Pipelines: Learn how to manage your sales pipelines, track progress, and identify opportunities for follow-up.

CHAPTER 1 - CRM Training

  • Managing Your Leads: Learn how to effectively work with and track your leads.

  • Understanding Your System Workflow: Get familiar with the CRM system’s workflow to ensure smooth operation and effective task management.

  • Managing Your Pipelines: Learn how to manage your sales pipelines, track progress, and identify opportunities for follow-up.

CHAPTER 2 - CRM Training

  • Working with the Opportunities Pipeline: Learn to prioritize leads for better sales conversion.

  • Engaging with Your Leads: Discover strategies to nurture leads and increase conversions.

  • Managing Clients' Calendar Appointments: Learn how to schedule and manage client appointments efficiently.

CHAPTER 3 - SAM AI

  • SAM-AI Response to Text: Learn how SAM-AI automates text responses, saving time and maintaining consistency.

  • Categorizing Lead Types: Understand how to prioritize leads based on type and interest for focused follow-up.

  • Instant Replies for Appointment Scheduling: Discover how SAM-AI provides instant responses for quick appointment scheduling.

CHAPTER 4 - Appointment Request

  • Managing Appointment Requests: Learn to efficiently process and handle appointment requests.

  • Confirming Appointments: Understand how to confirm appointments and avoid scheduling conflicts.

  • Rescheduling Appointments: Discover how to quickly reschedule appointments for flexibility.

CHAPTER 2 - CRM Training

  • Working with the Opportunities Pipeline: Learn to prioritize leads for better sales conversion.

  • Engaging with Your Leads: Discover strategies to nurture leads and increase conversions.

  • Managing Clients' Calendar Appointments: Learn how to schedule and manage client appointments efficiently.

CHAPTER 3 - SAM AI

  • SAM-AI Response to Text: Learn how SAM-AI automates text responses, saving time and maintaining consistency.

  • Categorizing Lead Types: Understand how to prioritize leads based on type and interest for focused follow-up.

  • Instant Replies for Appointment Scheduling: Discover how SAM-AI provides instant responses for quick appointment scheduling.

CHAPTER 4 - Appointment Request

  • Managing Appointment Requests: Learn to efficiently process and handle appointment requests.

  • Confirming Appointments: Understand how to confirm appointments and avoid scheduling conflicts.

  • Rescheduling Appointments: Discover how to quickly reschedule appointments for flexibility.

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