Training Video for Managers and Directors
The Galloper CRM training video for managers and directors contains typical work scenarios for managers using Galloper CRM:
1. System start-up
2. Outgoing call
- Open the working schedule
- Open the client record
- Make the call, note down a summary of the conversation, update the client record's status
- Make an appointment
3. Incoming call:
- Open the client list
- Find the client record according to its name
- Open the client record, note down a summary of the conversation, update the client record's status
4. invoice production
5. Send the invoice by e:mail or fax
6. Managing of paid and unpaid invoices
7. Go over any forgotten calls, monitor so called “loose ends”, call your customers back
8. Review a special report entitled “Statistics concerning Birthdays”, send birthday greetings
Duration of the video: 9 minutes. You can download this training video from the Download/Galloper CRM page. Don't forget to turn the sound on!
ADDITIONALLY:
Training video: Galloper CRM for managers and director.
Free course: «How to increase sales by 20%» for directors
Free training course: «How to implement CRM within 3 days»