How Distributors Can Use CRM to Set, Track, & Manage Sales
October 17 @ 3:00 pm – 4:00 pm EDT
Do you have a 360-degree view of your customers and easy access to their order history? Are you able to capture competitor share of wallet, manage opportunities, cross-sell, and upsell with suggestive selling? Are you wasting hours each week on activity and opportunity pipeline reports that should be available instantly with the click of a button?
Join us for an informative webinar as we provide a live demo using Microsoft Dynamics 365 Sales. While tailored to oil and gas distributors, this webinar is relevant to those in distribution seeking to improve visibility and efficiency in their sales teams’ customer retention, opportunities, and growth.
Learning Objectives
Upon completion of this program, participants will be able to:
- Discuss how to analyze sales quota gap to goal.
- Demonstrate how to track sales revenue goals versus actuals.
- Explain how to create an easy-to-access, 360-degree view of customers.
- Describe how to set and monitor key performance indicators.
CPE Information
1.00 CPE Credit (pending approval)
1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.
