EVENT DETAIL

Online customer workshops

Webinar: Using Dynamics 365 CRM to handle your account management activities

Tuesday, 10th November 2020, 10:00am - 10:45am

With Dynamics 365 CRM, you've got a solution that will help you manage your account management activities, by giving you a single view of an account that can give you a summary of all the activity and contact information. 

Whether you want your team to up sell, cross-sell or push renewals, they are easier to go through when all the details they need are in one centralised location. 

Learn all about:

  • Create an Account Plan for a period 
  • Account review/visits
  • Account objectives
  • What's good/bad