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Applied Systems Course: Applied Epic Sales Pipeline Part 2

Recorded On: 05/18/2020

In order to maximize profits, agencies need to determine the most effective sales process to track and manage the sales pipeline. Applied Epic’s Sales Automation features provide the means for configuration of Sales Teams and steps necessary for the sales process, as well as essential workflows and reporting capabilities. In this course, we will continue to look at the related configuration options, workflows, dashboards and reporting opportunities. We will look deeper into the Producer workflows and the use of Opportunities to drive their success.

Skill level: Basic
Product: Applied Epic
Target Audience: Account Executive, Customer Service, IT, Manager, Operations, Producer, Trainer
Presenter: James Ramsey, Manager in Education Services, Applied Systems
Length: 60 minutes
Price: FREE for Applied Client Network Members

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Applied Systems Course: Applied Epic Sales Pipeline Part 2
In order to maximize profits, agencies need to determine the most effective sales process to track and manage the sales pipeline. Applied Epic’s Sales Automation features provide the means for configuration of Sales Teams and steps necessary for the sales process, as well as essential workflows and reporting capabilities. In this course, we will continue to look at the related configuration options, workflows, dashboards and reporting opportunities. We will look deeper into the Producer workflows and the use of Opportunities to drive their success. Skill level: Basic Product: Applied Epic Target Audience: Account Executive, Customer Service, IT, Manager, Operations, Producer, Trainer Presenter: James Ramsey, Manager in Education Services, Applied Systems Length: 60 minutes Price: FREE for Applied Client Network Members You must register to access.