CRM in practice – added value from initial contact to project completion

This webinar recording shows how companies use a modern CRM system to digitally control their customer relationships, optimize sales processes and launch projects efficiently. Dario Valenti (Vertec expert) and I demonstrate through a realistic use case, how Vertec CRM can be used in everyday work.

Content of the webinar recording

In this webinar, you will learn step by step:

• how incoming leads are entered centrally in the CRM
• how customer contacts, emails, appointments and notes are systematically documented
• how sales opportunities are evaluated in a structured way as opportunities
• how a transparent sales pipeline is created – including graphical evaluations in BI
• how a won sales opportunity turns into a project
• how sales and project management work together digitally
• how key accounts are managed based on data
• how marketing campaigns are managed via audience segmentation

Concrete added value for companies

This record shows concrete solutions to typical challenges:

• lack of transparent in sales
• unstructured lead capture
• lost customer contacts
• unclear sales forecasts
• Media breaks between sales and project management
• inadequate customer support
• inefficient marketing processes

You will learn how to solve these problems in Vertec CRM simply, standardized and without additional programming.

Target group

This webinar recording is especially aimed at companies with 20 or more employees in the following features:

• Sales Manager and Sales Manager
• project manager
• Management Team
• CRM Managers

Conclusion

This recording provides practical knowledge on CRM implementation, sales management, customer care and project handover. You will receive concrete recommendations for successful use of Vertec as a CRM software in the B2B environment.

Watch the recording now and take advantage of the full potential of Vertec.

Recording

39:26

More information:

• Knowledge base: crm

Contact your Vertec expert now. We will be happy to advise you personally.