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Core Sales Manager Techniques

Learn techniques to review and increase usage of sales-i

This course is for you if… 

  • You manage a team of sales-i users 
  • You have a vested interest in seeing sales-i succeed in your business 
  • You want hints and tips to combat reduced engagement with sales-i 
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Course Overview 


Introduction to Core Sales Manager Techniques

Knowledge Check

Login Reporting 

Login Summary Report

Knowledge Check 

CRM Reporting 

Call Spend Summary 

Call Outcome Report

Hints and tips to combat low CRM usage

Knowledge Check

Campaign Management 

Viewing and interpreting a Campaign’s Processing Statistics

Hints and tips to get your Campaigns noticed

Common reasons for underutilization of Campaigns 

Knowledge Check

Snapshot Configuration

Update and save the date range for your Snapshot

Add your Company Branding to your Snapshot

Re-order, edit, or remove the pages in your Snapshot

Save your Snapshot Configuration and copy it to your team

Knowledge Check 

Course Complete! 

Conclusion to Core Sales Manager Techniques


Core Sales Manager Techniques Quiz

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