Past Customer Workshops
Webinar: Using Dynamics 365 CRM to handle your account management activities
10 November 2020 10:00 - 10:45
Reading time: 1 minute
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
Event information
- Event Location:
- Online
- Category:
- Dynamics 365 CRM