Training: Use your CRM’s features
Why this training?
Become self-sufficient in managing your Webmecanik Pipeline CRM. In this training module, you will learn how to master each feature of your software, from creating contact and company records, to managing activities, then organizing opportunities, all the way to managing your pipeline.
Why this training?
Learn how to use the features of the Webmecanik Pipeline CRM. This module will allow you to explore the features of the Webmecanik Pipeline CRM so you can use it in line with your sales strategy.
In this module:
- Customize and manage your pipeline
- Create and manage a contact
- Create and manage a company
- Create and manage an activity
- Create and manage an opportunity
Training outline
Create and manage your contacts.
Store your contacts’ data in your CRM software.
Create and manage your companies.
Store your companies’ data in your CRM software and link them to your contacts.
Create and manage an activity.
Enter the actions you have taken or will take related to a contact, an opportunity, or a company.
Create and manage an opportunity.
Track your ongoing deals and get a clear view of the actions, contacts, and companies related to each deal.
Customize and manage your pipeline.
Get an at-a-glance view of the progress of your sales opportunities in your sales cycle.
Who is the “Use your Webmecanik Pipeline CRM features” training for?
The Webmecanik Academy training module on using the features of the Webmecanik Pipeline CRM is intended for sales teams as well as marketing teams.
Prerequisites: basic knowledge of sales and customer relationship management – the company being trained has a website and the teams being trained work in roles related to customer relations. Use of the Webmecanik Pipeline software.
Teaching methods
Through the Webmecanik Academy method, you will train using different educational formats (video, quiz) based on the theoretical discovery of the CRM environment (vocabulary, use cases, etc.) and direct application of these concepts to your company in the form of exercises and practical work.
These digital formats allow you to progress at your own pace.
Instructors
The instructor(s) are specialists in new technologies and the Webmecanik Pipeline software. They have sufficient hands-on experience with the tool to teach it effectively. Most of them also teach students as part of degree programs.