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
