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How to Manage Clients

BD & MARKET TRAINING
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 👋

Aamina Raja
Senior Training Consultant
Vincere
Hi I'm Aamina! I'm part of the Training team here at Vincere based in the London office. My favourite part of Vincere is the Intelligence suite especially the Goals dashboard! This will help you track revenue and performance.
Profile
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!
  • Aamina Raja
    Senior Training Consultant
    Vincere
    Hi I'm Aamina! I'm part of the Training team here at Vincere based in the London office. My favourite part of Vincere is the Intelligence suite especially the Goals dashboard! This will help you track revenue and performance.
  • Profile
    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!