Sessions in this module


The module contains 4 sessions, detailed below. You can also book the sessions individually.

Synergist as a Client & Prospect Hub


  • Prospect classification & GDPR
  • Batch updating & cleansing
  • System views

Session Cost: £200 + VAT

Synergist as a CRM Tool


  • Recording contact with Prospects & Clients
  • Scheduling future contact
  • Reporting on activities (type, frequency & volume)

Session Cost: £200 + VAT

Synergist as a New Business Forecasting Tool


  • Opportunities forcasting
  • Current, won & lost opportunities
  • Use of the Sales dashboard

Session Cost: £200 + VAT

Target Setting


  • Target setting against teams, prospects or existing clients
  • Target reports 
  • Monitoring & scheduling reports

Session Cost: £200 + VAT

Module & Session Booking Form