Sales & CRM | Leads, Customer 360 & Email Campaigns | Industry Software
Industry Software
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Sales & CRM | Leads, Customer 360 & Email Campaigns | Industry Software
10 просмотров · 9 дн. назад
Industry Software
5 подписчиков
10 просмотров · 9 дн. назад
Manage leads, customer relationships, follow-up activity, and sales communication from one connected CRM workflow with Industry Software.
This video walks through the Sales & CRM workflow, including Customer Directory, Customer 360, CRM Leads, lead scheduling, Client Overview, Email Campaigns, Mailing Lists, and reusable Email Templates.
Topics Covered:
Customer Directory
Customer 360
CRM Leads
Lead and pipeline management
Customer activity and history
Lead Schedule
Events and follow-up
Client Overview
Progress tracking
Email Campaigns
Mailing Lists
Email Templates
Industry Software connects customer and sales activity with estimates, projects, service work, invoicing, and downstream business operations.
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