Pertemps | BD & Market Training

About this session

In this session we'll focus on the CRM inside Vincere. This includes Companies, Contacts & Distribution Lists. We'll look at Vinny best practices and ways for you to unlock your personal Vinny Weapons.

What you'll learn

  • How to add Companies & Contacts
  • Navigating the CRM
  • Distribution lists
  • Adding BD activities
  • CRM Pipeline
Remember to sign up with your name & company email below:
Meet Your Trainers 👋
Matt Donnelly
Head of Customer Success
Hi! My name is Matt & I'm part of our London team -I can't wait to show you what Vincere has to offer during our training sessions 🙌
My favourite Vinny feature has got to be VinnyChat - it's a great way to stay connected with your colleagues on your mobile, watch and web.. slidin' into your DMs soon 😉
Abigail Tibbott
Senior Customer Engagement Executive
Hi i'm Abi! I work in Vincere's London Office.
My favourite Vinny feature is the LiveList™, if you haven't heard of it you better check it out! It's a great way to connect & collaborate with your clients in real time (and it works on mobile!) 🔥