The Link Customer Relationship Management (CRM) System 101

VIRTUAL

Interested in growing efficiency and organization among your team of 2 or 20? Implement a Customer Relationship Management (CRM) system! Gain the knowledge to get started right away with entering accounts, opportunities, and scheduling appointments in the complimentary CRM in The Link. See an overview of reports that provide pipeline management for sales or service opportunities, close ratio and average sale detail.

Within 60 minutes you'll understand how data flows to/from The Link and DirectConnect® to optimize your team communication, enhance business management and sales follow up.

The Link Customer Relationship Management (CRM) System 101

VIRTUAL

Interested in growing efficiency and organization among your team of 2 or 20? Implement a Customer Relationship Management (CRM) system! Gain the knowledge to get started right away with entering accounts, opportunities, and scheduling appointments in the complimentary CRM in The Link. See an overview of reports that provide pipeline management for sales or service opportunities, close ratio and average sale detail.

Within 60 minutes you'll understand how data flows to/from The Link and DirectConnect® to optimize your team communication, enhance business management and sales follow up.

The Link Customer Relationship Management (CRM) System 101

VIRTUAL

Interested in growing efficiency and organization among your team of 2 or 20? Implement a Customer Relationship Management (CRM) system! Gain the knowledge to get started right away with entering accounts, opportunities, and scheduling appointments in the complimentary CRM in The Link. See an overview of reports that provide pipeline management for sales or service opportunities, close ratio and average sale detail.

Within 60 minutes you'll understand how data flows to/from The Link and DirectConnect® to optimize your team communication, enhance business management and sales follow up.

Upcoming Events

Duration: 60 minutes
Start Time: 1:00 pm PT; 2:00 pm MT; 3:00 pm CT; 4:00 pm ET

 

There are no upcoming events. Please check back later.

Agenda

Day One

 

8:00 Check in & light breakfast
8:30 Opening & Introductions
8:45 Measuring & Best Practices
9:45 Duette® LiteRise® Adjustments & Repairs
10:45 Advanced Measuring Tools Activity
11:00 Luminette® Installation
12:15 Lunch
1:00 Manufacturing Plant Tour
2:00 Duette® VertiGlideTM Installation
3:00 Online Tools Activity
3:45 Silhouette® with UltraGlide® Adjustments & Repairs

Day Two

 

8:00 Check in & light breakfast
8:30 PowerView® Gen 3 Demo & Activity
10:00 Drapery Installation Overview
11:30 Roller Shade Options
12:00 Roller Shade LiteRise® & Cordless Installation & Adjustment
12:30 Lunch
1:00 The business of being an Installer
2:00 NewStyle® Shutters Installation
3:00 Palm BeachTM Shutters Installation
3:45 Professionalism; Next Steps & Closing

TRAINERS