Workshops

Sales and Marketing

Full-day group workshop £250 per person 

Knowledge of advanced finds, views, and dashboards is a prerequisite of this course

Course Content:

  • Overview of leads and opportunities processes
  • Lead creation – manual and import
  • Developing and progressing leads, conversion into opportunities
  • Developing opportunities, using playbooks
  • Sales goal management
  • Dynamic and static marketing lists
  • Client segmentation options
  • Using Advanced Finds to create targeted marketing lists
  • Overview of Dot Digital integration
  • Quick campaigns; combining quick campaigns with queues to initiate client contact
  • Campaigns
  • Managing the success of your marketing programmes

Course Dates:

  • February 1st -  Legacy Navigation 
  • February 3rd - UCI Navigation

Book Workshop 

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