Scoring & Assessment
SalesSmart CRM Dashboard
Explore the features of SalesSmart CRM Dashboard.
Adding a Customer
How to add a New Customer in SalesSmart for the first time.
Customer Search Functions.
How to add Customer Information in SalesSmart CRM.
Completing Activities and Scheduling Follow Up
How to add properly record Activity and Schedule Follow Up in SalesSmart CRM.
Closing the Sales Cycle
Understanding the situations of closing the Sales Cycle.
View the functionality of the SalesSmart Performance Report
Setting and completing Reminders.
Extended Options including Manager Introduction
A brief overview of what to expect when using SalesSmart for the first time.
A walk through of all functionality for Managers and Administrative Users. Look at reporting, setting targets and admin services.
Setting Staff Goals
A brief overview of setting up Staff Goals.
Overview of the features of the Manager’s Dashboad.
Manager's Performance Report
Overview of the features of the Manager’s Performance Report.