How to Manage Clients

In this 30 minute session we will cover the power of the Vinny CRM and how you can use it to track your BD.

What you'll learn

  • Adding Contacts
  • Adding Companies
  • CRM Pipeline
  • Smart Views

Remember to sign up with your name & company email below:
Meet Your Hosts 👋
Sam Corlett
Customer Engagement Executive
Hi, I'm Sam. I'm part of the UK Customer Success team. I would have to say the top Vinny feature would have to be the AI Coach. Vinny telling you what you need to do on a daily basis? Next release it will start making your calls for you.
Christina Haslebacher
Growth Manager
Hi! I'm Christina, i'm part of the Sales Team here at Vincere.
My favourite Vinny feature is definitely the The Forecaster, if you haven't looked at it yet, be sure to check it out!