v10 CRM Bootcamp

Lesson 1 – Setup Basics

Master the basics: Decode CRM terms and essential v10 functionality for automotive retail
Navigate with ease: Explore features that will simplify your daily workflow
Lay the groundwork: Build a solid base for basic Workplan maintenance

Session 2 – User and Contact Fundamentals

Empowering the team: Configure user permissions and roles tailored to each department's needs
Customizing access: Ensure every employee has the right tools at their fingertips
Fine-tuning customer communication: Develop strategies to deliver targeted messages at ideal times

Session 3 – Streamline Communication

Data-driven communication: Harness the power of v10's standard workflow to inform your outreach
Versatile tools: Dive into the essentials of mailers, guides, and campaigns
Customization strategies: Learn to tailor your messaging to your audience

Session 4 – Task Execution

Dashboard know-how: Leverage the capability of your CRM's dashboard to modernize task management
Prioritization techniques: Learn to identify and focus on high-value tasks that drive results
Workflow optimization: Discover how to create a seamless flow from task creation to completion

Lesson 1 – Setup Basics

Master the basics: Decode CRM terms and essential v10 functionality for automotive retail
Navigate with ease: Explore features that will simplify your daily workflow
Lay the groundwork: Build a solid base for basic Workplan maintenance

Session 2 – User and Contact Fundamentals

Empowering the team: Configure user permissions and roles tailored to each department's needs
Customizing access: Ensure every employee has the right tools at their fingertips
Fine-tuning customer communication: Develop strategies to deliver targeted messages at ideal times

Session 3 – Streamline Communication

Data-driven communication: Harness the power of v10's standard workflow to inform your outreach
Versatile tools: Dive into the essentials of mailers, guides, and campaigns
Customization strategies: Learn to tailor your messaging to your audience

Session 4 – Task Execution

Dashboard know-how: Leverage the capability of your CRM's dashboard to modernize task management
Prioritization techniques: Learn to identify and focus on high-value tasks that drive results
Workflow optimization: Discover how to create a seamless flow from task creation to completion

Master the basics of v10 CRM with these bootcamp webinars! Whether you’re a beginner or just looking to enhance your knowledge, gain essential skills to maximize the benefits of your integrated CRM tools.