Two-day workshop on using PlanProphet to streamline operational efficiency, automated marketing, customer experience and team collaboration.
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 |
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:
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.
(DEFINE JOURNEYS IN YOUR CENTER FOR SALES AND PRODUCTION WORKFLOWS)