Session Topics and Descriptions

The WPCRM Sales Playbook - How to Integrate your Sales Process into CRM to Maximize Adoption
Best practices for a successful CRM adoption. We'll discuss sales process, expectations, standards, and KPI's and provide tools for a successful CRM adoption.

Demystifying the Sales Pipeline
Yesterday's sales do not guarantee tomorrow's success. Companies need to rely on their sales pipeline for accurate revenue prediction, but developing a healthy and accurate sales pipeline remains elusive for most companies. Join us as we discuss best practices and real-world tips on how to demystify the sales pipeline.

Strategically Plan and Implement Company Goals Utilizing CRM Purpose and Result Codes 
Business initiatives often lead to significant changes in strategic goals and operational structure. Take charge of your organization by automating CRM to provide informational feedback regarding your company's initiatives and their outcomes and start making data-driven decisions based on those results.

Mastering Workflows and How to Use Them to Drive Efficiency
Workflows are a powerful way to automate various tasks from within WPCRM. From scheduling meetings to creating opportunities, we'll share how you can leverage this powerful automation to drive efficiency.

Utilizing Analytics to Drive Business and Prevent Attrition
In this session, we will take a deep dive into the various tools within WPCRM to conduct quick analysis of your customers and act on the data presented. We'll learn how to spot outliers and how to spot the warning signs of customer attrition before it's too late.

Quicker Quote to Cash Quoting 101
The untold is the unsold. Learn how to leverage WPCRM's quoting module to empower your teams to deliver visually stunning proposals from the office or on the road.

Mobile App and Plaimaker
Mobile selling has never been easier. See the new WPCRM mobile app with Plaimaker and gain insights into the future of AI in CRM.

Advanced Sales and Multi-Bidder Project Quoting and Opportunity Pipeline Management 
Increase sales opportunities by utilizing advanced quoting for sales and street/multiple bidder quoting for project opportunities. Learn how CRM tools can be used by your sales team to provide customized quotes that are tailored to the specific needs of each customer. Discover how to automate bid follow-up and develop an opportunity strategy for staying in touch. We will discuss tips and tricks that can help you effectively create, present, negotiate, follow up, and close bids, resulting in a higher closing percentage.

Reports - Locates and Advance Activity Search
Learn how to optimize your searches and list building for email lists, marketing campaigns, populating widgets, and more.

Are your Sales on Track?
One of the most impactful add-ons to WPCRM are budgeting and target tracking tools. We'll show examples of how this tool has streamlined and automated WPCRM customer's annual budgeting process and provide real-time tracking for sales and sales management.

Discover the Power of Sales and Marketing Alignment
The alignment of the marketing and sales teams is critical to a company's success. By integrating marketing with your CRM, your sales and customer service representatives will have access to additional customer information which will enable them to close deals more quickly. We will discuss how to convert marketing qualified leads into sales action, how to leverage other powerful tools within your third-party marketing platform, and how to measure the impact of marketing efforts against sales growth.

Creating Memorable and Measurable Events
Explore how the combination of the WPCRM Marketing and Event Management modules can automate and optimize your events. From tracking registration, to measuring revenue generation will ensure your events are providing you ROI.