0845 226 8170 or arrange a call

Streamline your process using CRM

Streamline your process using CRMDuration: 27 minutes

Presenters: Dave Burrell, Paul McLaughlin

In this webinar, Dave and Paul will talk about how you can use your CRM system to speed up your business processes while empowering your employees to do more.

During the session, Dave & Paul will discuss:

  • Workflow triggers and how much time they can save if used properly
  • Assigning team tasks and monitoring their progress
  • Booking appointments and getting timely reminders
  • Standardising process and following best practice
  • Authorisation checkpoints
  • Report automation and improved forecasting

Tell us about yourself