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Managing Sales & Prospects in Kx
Date: October 11, 2011
Location: Online
Time: 3:00pm ADT/2:00pm EDT/1:00pm CDT/12:00pm MDT/11:00am PDT
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This workshop will focus on tips and techniques to effectively manage your sales pipeline within Contact Management in the Marketing application.
The following areas will be discussed and demonstrated in the training session:
- Using Actions to assist with automation of sales tasks and duties
- Using and maintaining Profile information to be a more effective salesperson
- Advantages of using Company and Contact Groups
- Use of a sales funnel and relevant terminology to manage sales process
- Sales Activity reporting to analyze current sales status and progress
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