March’s installment focused on -Well-Executed Follow-ups. It covered follow-ups for the right reason, at the right time, using the right method, as well as activities created by workflows and “renewal” opportunities. If you missed the live seminar, view the recording here.
We know that you are committed to success and strive to grow your organization. We will show you how to leverage Dynamics CRM in that effort.
Be sure to sign up for this month’s installment which will focus on Consistent Messaging throughout the Organization. We will go over work templates, email templates, workflow emails, articles and knowledge base.