Social distancing Webinars

Below are video recaps of all of our social distancing webinars, built to help you through these extraordinary times.

To sign up for our upcoming social distancing webinars click here 

 

Exploring the Customer Dashboard (PC)

03-12-2020

Join us as we take you through the Customer Dashboard in sales-i. The Customer Dashboard is accessible through the PC version of sales-i (helpful while we're all at home!) and is a great resource for planning a focus for your sales calls with customers. 

 

Using Campaigns to Stay Productive (Mobile)

03-17-2020

In this session, we'll show you how to schedule calls with customers who fall into a Campaign, so that you can remain focused and productive while working from home. We led this session from a mobile device so that you can take this knowledge back on the road with you when the time comes.

 

Using Campaigns to Stay Productive (PC)

03-19-2020

You may not be out on the road right now, but that doesn't mean you can't still call customers. Join us as we show you how to schedule calls with customers who fall into a Campaign, so that you can remain focused and productive while working from home. 

 

Who's Up and Who's Down? (PC)

03-23-2020

Use Campaigns to find opportunities for customers that are down, and identify which customers are up. This is especially relevant as your business may have shifted in recent times. This session will help you thank your customers that are up in sales, and ask your customers with decreasing spend how you can help them get through this time.

 

Maintaining your Sales when Business is Interrupted (Mobile)

03-24-2020

We'll show you how to identify which customers are distracted by the quarantine and are buying less than normal this month.

 

Maintaining your Sales when Business is Interrupted (PC)

03-25-2020

We'll show you how to identify which customers are distracted by the quarantine and are buying less than normal this month. We also cover how to log a note to a customer’s account card directly from the Sales vs. Gaps enquiry.

 

Managing your Team from Home
3-26-2020
Although they may not be out on the road, your team is working hard on remaining productive and efficient. Check out this webinar to learn how to see what calls your team is making from home so that you can reward them for their hard work.
 
 
Leveraging Sales Initiatives
3-27-2020
Use the sales-i app to follow up on Campaign initiatives that your management team has built. You’ll learn how to see what initiatives are in place, identify which customers fall into a campaign, and update the campaign status to indicate which activity you’ve taken.
 

Register for upcoming sales-i webinars 

Register for our regular sales-i webinars to discover how to get the most out of your sales software and maximize the features to their fullest potential.  

To learn more about our upcoming webinars click here.