5 Key Concepts to Maximize CRMs with Trevor Wellen
Update: 2023-05-03
Description
Trevor Wellen, Principal at MavenForce, lays out a simple plan to maximize your CRM and user adoption.
In five no-brainer steps, Trevor shares the necessity of having a good user interface to keep things organized, relying on data to drive decisions, communicating changes, building a Help Desk function to keep what would-be-bumps rolling efficiently, and why your best adoption strategy needs to be to build up your current platforms before you build wide.
He shares these solutions with RevOps Therapist and CEO and founder of Greaser Consulting, Jordan Greaser, to help you maximize your current CRM, keep your users plugged in and cruising, and allow you to evaluate future needs as your sales ops flourish
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
