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PlanProphet 2022 Champion Summit

Two-day workshop on using PlanProphet to streamline operational efficiency, automated marketing, customer experience and team collaboration.

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Moments

Connect with the mood of our Summit 2022 through the memories of some of its key moments.

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Held Sessions

The PlanProhet Summit was held on January 20 and 21, 2022. We are delighted to share the agenda of our event. The presentations contain knowledge about our CRM: improvements, the benefits it brings to your business and the experiences of numerous industry experts.

The 5 Greatest Benefits of CRM Platforms
Jorge Fernandez
Gamify Your Data for a Profit
Rene Garcia
Sales Management
Lemay Sanchez
Virtual Selling: Close Deals from the Comfort of your Desk
Sherri Winters
Champions Panel. How to Improve the Customer Experience and Sales in Each Center?
Selected Champions
Prospects. Discussion about Managing Prospects in PlanProphet
Rene Garcia
How to Implement Processes that Boost Productivity and Sales
Todd Nuckols
Advanced Reports and Dashboards
Lemay Sanchez
The PlanProphet Mobile App
Rene Garcia
Customizing Templates
Rene Garcia
Creative Communications
Lemay Sanchez
Let’s Automate Billing
Lemay Sanchez
Using Cirrus Insight to Boost Email Efficiency
Chris Braun
★★★★★ 5/5

Top Rated Sessions

Nearly 91 percent of the participants interviewed felt that the content discussed during Summit 2022 was very valuable. See below the five sessions that were best ranked by the audience:

Champions Panel. How to Improve the Customer Experience and Sales in Each Center?
Prospects. Discussion about Managing Prospects in PlanProphet. Rene Garcia.
Creative Communications. Lemay Sanchez.
Gamify Your Data for a Profit. Rene Garcia.
Advanced Reports and Dashboards. Lemay Sanchez.

PlanProphet Summit 2023

We are already inviting you to our next annual event. If you would like to be part of a solid and constantly learning community, you can sign up now.

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