Live  CRM Rescue Mission: Escape Excel Heck and Forecast Like the Pros
Multiple dates

Live CRM Rescue Mission: Escape Excel Heck and Forecast Like the Pros

CRM features & module by module walk through using EspoCRM - Demo Login below; you can watch and/or follow along with me.

By BRev

Location

Online

About this event

Curious how CRM can organize your business Leads and track Opportunites? Join this quick and informative demo. Want a head start? Click to login directly to the demo and check out the features: Click here for the EspoCRM Demo Login

We'll cover

  • Leads
  • Opportunities
  • Account
  • Converting from Lead to Account
  • Customer Case
  • Teams
  • Reports - Creating your own
  • Dashboards - Creating your own

We will survey using EspoCRM a cost effective alternative to Salesforce, Odoo, MS Dynamics, & NetSuite.

Any questions? Can't wait? Just let us know at info@breachrevelation.com

Frequently asked questions

Do I need to bring anything?

Nope! Well, just maybe your lunch :)

Can I ask questions?

Sure, the chat will be open, and we will have Q&A and I will send out a list of Q&A answers so we get everything addressed.

I have questions now, what do I do?

By all means ask! Email us via the contact below or directly at info@breachrevelation.com

Organized by

Breach Revelation assists business owners in project portfolio management, application selection, and logistics.

A recent author, also holding free webinars on self-publishing in under 2 weeks.

Free
Multiple dates