BIG12 Webinars

The CRM Webinar

Track every lead from first click to closed deal, in one system. A practical walkthrough of setting up a CRM your team will use, so no lead gets forgotten.

Session 08 of 12 Get Loyal

Session 08 of 12

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What this session covers

  1. Finding where leads currently fall through the cracks
  2. Agreeing pipeline stages and fields that match how you sell
  3. Cleaning your data and tracking the lead source on every record
  4. Automating follow-ups, stale-deal reminders and customer retention touchpoints