CRMUG – Sales Process LiveMeeting Presentation
CRMUG SIG - Sales Process
October 07, 2009 2:00PM - 3:30PM EDT
Every meeting is better than the last! This time, Becky Tarvin from Polaris Industries will review how Polaris is is managing their sales pipeline in CRM. Barrett Blank from BB2e will walk through how they're using workflow to support their sales process. And Mike Smith from Neudesic will cover how his company uses CRM to support their involved sales process and pipeline.
How should we use Leads? How can workflow support our sales process? How should we prioritize and manage our pipeline? How can reporting and dashboards give us insight and incent the sales team?