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Simple and easy to use Customer
Relationship Management software
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17 October 2012

Watch Galloper CRM training demo

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!


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