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Submitted URL: https://www.sales-i.com/e3t/Ctc/ZP+113/cc0Nt04/VWTtDs7c-zcjW8MG8_M8vNRw4W5NMkyh54vdQXN1h3yp-5nR32W50kH_H6lZ3n_W8wWML_6wm...
Effective URL: https://www.sales-i.com/en/live-learning-sessions/setting-up-the-crm-for-your-sales-staff?utm_campaign=Live%20Learning%2...
Submission: On October 11 via api from US — Scanned from DE
Effective URL: https://www.sales-i.com/en/live-learning-sessions/setting-up-the-crm-for-your-sales-staff?utm_campaign=Live%20Learning%2...
Submission: On October 11 via api from US — Scanned from DE
Form analysis
4 forms found in the DOM/hs-search-results
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<div class="legal-consent-container">
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<p>sales-i needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and
commitment to protecting your privacy, please review our Privacy Policy.</p>
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<option value="Albania">Albania</option>
<option value="Algeria">Algeria</option>
<option value="Andorra">Andorra</option>
<option value="Angola">Angola</option>
<option value="Anguilla">Anguilla</option>
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<option value="Belarus">Belarus</option>
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<option value="Belize">Belize</option>
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<option value="Bermuda">Bermuda</option>
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<option value="Bolivia">Bolivia</option>
<option value="Bosnia Herzegovina">Bosnia and Herzegovina</option>
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<option value="British Virgin Islands">British Virgin Islands</option>
<option value="Brunei">Brunei</option>
<option value="Bulgaria">Bulgaria</option>
<option value="Burkina">Burkina Faso</option>
<option value="Burundi">Burundi</option>
<option value="Cambodia">Cambodia</option>
<option value="Cameroon">Cameroon</option>
<option value="Canada">Canada</option>
<option value="Cape Verde">Cape Verde</option>
<option value="Cayman Islands">Cayman Islands</option>
<option value="Central African Rep">Central African Republic</option>
<option value="Chad">Chad</option>
<option value="Channel Islands">Channel Islands</option>
<option value="Chile">Chile</option>
<option value="China">China</option>
<option value="Colombia">Colombia</option>
<option value="Comoros">Comoros</option>
<option value="Cook Islands">Cook Islands</option>
<option value="Costa Rica">Costa Rica</option>
<option value="Croatia">Croatia</option>
<option value="Cuba">Cuba</option>
<option value="Cyprus">Cyprus</option>
<option value="Czech Republic">Czech Republic</option>
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<option value="Djibouti">Djibouti</option>
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<option value="Dominican Republic">Dominican Republic</option>
<option value="Ecuador">Ecuador</option>
<option value="Egypt">Egypt</option>
<option value="El Salvador">El Salvador</option>
<option value="Equatorial Guinea">Equatorial Guinea</option>
<option value="Eritrea">Eritrea</option>
<option value="Estonia">Estonia</option>
<option value="Swaziland">Eswatini</option>
<option value="Ethiopia">Ethiopia</option>
<option value="Micronesia">Federated States of Micronesia</option>
<option value="Fiji">Fiji</option>
<option value="Finland">Finland</option>
<option value="France">France</option>
<option value="Gabon">Gabon</option>
<option value="Gambia">Gambia</option>
<option value="Georgia">Georgia</option>
<option value="Germany">Germany</option>
<option value="Ghana">Ghana</option>
<option value="Gibraltar">Gibraltar</option>
<option value="Greece">Greece</option>
<option value="Grenada">Grenada</option>
<option value="Guam">Guam</option>
<option value="Guatemala">Guatemala</option>
<option value="Guinea">Guinea</option>
<option value="Guinea-Bissau">Guinea-Bissau</option>
<option value="Guyana">Guyana</option>
<option value="Haiti">Haiti</option>
<option value="Honduras">Honduras</option>
<option value="Hong Kong">Hong Kong</option>
<option value="Hungary">Hungary</option>
<option value="Iceland">Iceland</option>
<option value="India">India</option>
<option value="Indonesia">Indonesia</option>
<option value="Iran">Iran</option>
<option value="Iraq">Iraq</option>
<option value="Ireland {Republic}">Ireland</option>
<option value="Isle of Man">Isle of Man</option>
<option value="Israel">Israel</option>
<option value="Italy">Italy</option>
<option value="Ivory Coast">Ivory Coast</option>
<option value="Jamaica">Jamaica</option>
<option value="Japan">Japan</option>
<option value="Jordan">Jordan</option>
<option value="Kazakhstan">Kazakhstan</option>
<option value="Kenya">Kenya</option>
<option value="Kiribati">Kiribati</option>
<option value="Kosovo">Kosovo</option>
<option value="Kuwait">Kuwait</option>
<option value="Kyrgyzstan">Kyrgyzstan</option>
<option value="Laos">Laos</option>
<option value="Latvia">Latvia</option>
<option value="Lebanon">Lebanon</option>
<option value="Lesotho">Lesotho</option>
<option value="Liberia">Liberia</option>
<option value="Libya">Libya</option>
<option value="Liechtenstein">Liechtenstein</option>
<option value="Lithuania">Lithuania</option>
<option value="Luxembourg">Luxembourg</option>
<option value="Madagascar">Madagascar</option>
<option value="Malawi">Malawi</option>
<option value="Malaysia">Malaysia</option>
<option value="Maldives">Maldives</option>
<option value="Mali">Mali</option>
<option value="Malta">Malta</option>
<option value="Marshall Islands">Marshall Islands</option>
<option value="Mauritania">Mauritania</option>
<option value="Mauritius">Mauritius</option>
<option value="Mexico">Mexico</option>
<option value="Moldova">Moldova</option>
<option value="Monaco">Monaco</option>
<option value="Mongolia">Mongolia</option>
<option value="Montenegro">Montenegro</option>
<option value="Morocco">Morocco</option>
<option value="Mozambique">Mozambique</option>
<option value="Myanmar, (Burma)">Myanmar</option>
<option value="Namibia">Namibia</option>
<option value="Nauru">Nauru</option>
<option value="Nepal">Nepal</option>
<option value="Netherlands">Netherlands</option>
<option value="New Zealand">New Zealand</option>
<option value="Nicaragua">Nicaragua</option>
<option value="Niger">Niger</option>
<option value="Nigeria">Nigeria</option>
<option value="Korea North">North Korea</option>
<option value="Macedonia">North Macedonia</option>
<option value="Northern Mariana Islands">Northern Mariana Islands</option>
<option value="Norway">Norway</option>
<option value="Oman">Oman</option>
<option value="Pakistan">Pakistan</option>
<option value="Palau">Palau</option>
<option value="Panama">Panama</option>
<option value="Papua New Guinea">Papua New Guinea</option>
<option value="Paraguay">Paraguay</option>
<option value="Peru">Peru</option>
<option value="Philippines">Philippines</option>
<option value="Poland">Poland</option>
<option value="Portugal">Portugal</option>
<option value="Puerto Rico">Puerto Rico</option>
<option value="Qatar">Qatar</option>
<option value="Congo">Republic of the Congo</option>
<option value="Romania">Romania</option>
<option value="Russian Federation">Russia</option>
<option value="Rwanda">Rwanda</option>
<option value="Samoa">Samoa</option>
<option value="San Marino">San Marino</option>
<option value="Sao Tome & Principe">Sao Tome & Principe</option>
<option value="Saudi Arabia">Saudi Arabia</option>
<option value="Senegal">Senegal</option>
<option value="Serbia">Serbia</option>
<option value="Seychelles">Seychelles</option>
<option value="Sierra Leone">Sierra Leone</option>
<option value="Singapore">Singapore</option>
<option value="Slovakia">Slovakia</option>
<option value="Slovenia">Slovenia</option>
<option value="Solomon Islands">Solomon Islands</option>
<option value="Somalia">Somalia</option>
<option value="South Africa">South Africa</option>
<option value="Korea South">South Korea</option>
<option value="South Sudan">South Sudan</option>
<option value="Spain">Spain</option>
<option value="Sri Lanka">Sri Lanka</option>
<option value="St Kitts & Nevis">St Kitts & Nevis</option>
<option value="St Lucia">St Lucia</option>
<option value="Saint Vincent & the Grenadines">St Vincent & the Grenadines</option>
<option value="Sudan">Sudan</option>
<option value="Suriname">Suriname</option>
<option value="Sweden">Sweden</option>
<option value="Switzerland">Switzerland</option>
<option value="Syria">Syria</option>
<option value="Taiwan">Taiwan</option>
<option value="Tajikistan">Tajikistan</option>
<option value="Tanzania">Tanzania</option>
<option value="Thailand">Thailand</option>
<option value="East Timor">Timor-Leste</option>
<option value="Togo">Togo</option>
<option value="Tonga">Tonga</option>
<option value="Trinidad & Tobago">Trinidad & Tobago</option>
<option value="Tunisia">Tunisia</option>
<option value="Turkey">Turkey</option>
<option value="Turkmenistan">Turkmenistan</option>
<option value="Tuvalu">Tuvalu</option>
<option value="Uganda">Uganda</option>
<option value="Ukraine">Ukraine</option>
<option value="United Arab Emirates">United Arab Emirates</option>
<option value="United Kingdom">United Kingdom</option>
<option value="United States">United States</option>
<option value="Uruguay">Uruguay</option>
<option value="US Virgin Islands">US Virgin Islands</option>
<option value="Uzbekistan">Uzbekistan</option>
<option value="Vanuatu">Vanuatu</option>
<option value="Vatican City">Vatican City</option>
<option value="Venezuela">Venezuela</option>
<option value="Vietnam">Vietnam</option>
<option value="Yemen">Yemen</option>
<option value="Zambia">Zambia</option>
<option value="Zimbabwe">Zimbabwe</option>
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<div class="hs_nature_of_your_enquiry hs-nature_of_your_enquiry hs-fieldtype-select field hs-form-field"><label id="label-nature_of_your_enquiry-06b10f20-37f9-40f3-bf2c-a298907a95f8_3189" class="" placeholder="Enter your Nature of your enquiry"
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<option value="persona_12">Manages the administration of projects and business activities.</option>
<option value="persona_11">Heads the marketing team and provides strategic direction</option>
<option value="persona_1">Business leader</option>
<option value="persona_2">Sales team manager</option>
<option value="persona_3">Sales Professional</option>
<option value="persona_4">Marketing professional</option>
<option value="persona_5">Other</option>
<option value="persona_6">CFO/Financial Leader</option>
<option value="persona_7">Business Intelligence Specialist</option>
<option value="persona_8">Sales Leader</option>
<option value="persona_9">Founder or family business head, entrepreuneur</option>
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</div>
<div class="legal-consent-container">
<div class="hs-richtext">sales-i needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our
privacy practices and commitment to protecting your privacy, please review our Privacy Policy.</div>
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Cookies settings Accept All Decline All Request a free demo Log in * Designed For USE CASES * Guided Selling * Simplified Sales Reporting * Identifying Sales Trends * Proactive Alerts * Sales Opportunity Identification INTEGRATIONS * CRM * ERPs * Email INDUSTRIES * Automotive * Construction * Food & Beverage * Heavy Duty Trucks SECTORS * Manufacturing * Distribution * Wholesale BUSINESS SIZE * Enterprise * Growing Businesses BUSINESS ROLE * Sales * Leadership * Marketing * Business Analyst * Technology * Resources LEARN * Opinions * Blog * Downloads * Podcast * Media INSPIRE * Case Studies * Webinars * Events * Testimonials EXPLORE * Sales Enablement * Sales Analytics * Partnerships * Support SUPPORT * Need help now? * Customer Portal * KnowledgeHub * Training Academy * Upcoming Webinars * Previous Webinars SERVICES * Managed Service Offering * Onboarding * Customer Success Manager * Training * Refer a friend * About * Mission & Values * Careers * History * Contact Us * Contact Us Request a free demo Log in REGISTER FOR OUR FREE LIVE LEARNING SESSION BELOW 👇 First name* Last name* Email* Company name* Setting up the CRM for your sales staff * * UK 10am * UK 2pm * US 12pm ET * Can't attend but please send copy of video What do you like to see more of in Novembers Live Learning Sessions?* * Sales Reporting and Creating Opportunities * Organising your days more efficiently with the CRM * Understanding how we can establish High Priority Customers Have you got any other suggestions of what you would like to see covered? sales-i needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy. SETTING UP THE CRM FOR YOUR SALES STAFF (POWER USERS ONLY). * Date: Thursday, 12 October 2023 * UK Time: 10am and 2pm * US Time: 12pm ET * Duration: 30 minutes * Level: Advanced SESSION OVERVIEW In the second session of the series, on CRM Customisation. We will access the ‘Setup’ option of the Control Panel and understand how we can effectively customise the CRM – so your reps can make the most of the system. During the session we will: * Learn how to customise the CRM Effectively. * Understand the positive effects this can have on creating account searches. * Understand how we can create new processes within sales-i. Can’t join us for the live learning session? Register anyway and we’ll send you the recording afterward to watch in your own time. UNDERSTANDING HOW TO CUSTOMISE YOUR SALES-I, AND RUN EFFECTIVE REPORTS THAT SHOW YOUR WHAT YOUR SALES REPS ARE GETTING OUT OF THE SYSTEM. As a Power User in sales-i, do you understand how you can Customise your CRM for your sales users? Do you know the different reports available to you? Do you know how to set up system settings via the Control Panel? During this series, we will be explaining how you can really get the most out of sales-i, and make your CRM Personal to your company, and set up the Control Panel effectively so your users can log in, with the restrictions you have set up. SESSIONS IN THE SERIES: Sessions in the series: * Running Reports as a Power User. * Setting up the CRM as a Power User. * Control Panel Overview. * Campaigns Overview. 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