How Distributors Can Use CRM to Set, Track, & Manage Sales
October 17, 2024
Do you have a 360-degree view of your customers and easy access to their order history? Are you able to capture competitor share of wallet, manage opportunities, cross-sell, and upsell with suggestive selling? Are you wasting hours each week on activity and opportunity pipeline reports that should be available instantly with the click of a button?
Join us for an informative webinar as we provide a live demo using Microsoft Dynamics 365 Sales. While tailored to oil and gas distributors, this webinar is relevant to those in distribution seeking to improve visibility and efficiency in their sales teams’ customer retention, opportunities, and growth.
Learning Objectives
Upon completion of this program, participants will be able to:
- Discuss how to analyze sales quota gap to goal.
- Demonstrate how to track sales revenue goals versus actuals.
- Explain how to create an easy-to-access, 360-degree view of customers.
- Describe how to set and monitor key performance indicators.
CPE Information
1.00 CPE Credit (pending approval)
1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.
Fields of StudyWho's This For
Sales managers, customer service representatives, marketing and IT professionals, distribution company owners, and individuals interested in learning more about Microsoft Dynamics 365 Sales
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the polling questions to earn CPE.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Computer Software and Applications
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenters
Steve Reybrock