Partner Center CRM: Prioritize your pipeline with AI intelligence скачать в хорошем качестве

Partner Center CRM: Prioritize your pipeline with AI intelligence

Unlock the full potential of your sales process with this deep dive into the Vendasta Partner Center CRM. In this session, Nathan Yaworski from the Vendasta onboarding team explores how to centralize customer relationships, automate meeting scheduling, and leverage the latest AI-driven features to prioritize your pipeline. Learn how to find fresh leads in seconds, record and transcribe meetings automatically, and stay ahead of the curve with a sneak peek at the upcoming CRM AI. Whether you are a new partner or a seasoned pro, this tutorial provides the roadmap to streamlining your operations and closing deals faster. What You’ll Learn: CRM Fundamentals: Understand how to navigate contacts and companies within a centralized platform built directly into your Vendasta tools. Lead Generation: Master the "Find Leads" tool to identify local businesses, audit their online presence, and import them into your pipeline instantly. Automated Scheduling: Set up the built-in meeting scheduler to sync with Google or Microsoft calendars, eliminating the need for third-party tools like Calendly. AI Meeting Recording: Learn how to use the "Vendasta Note Taker" to automatically record, transcribe, and store meeting data within your CRM. The Future of CRM AI: Get an exclusive look at upcoming features, including automated CRM field updates and AI-driven analysis of customer pain points.