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Special Guest: The Janice Christopher Agency

WEEK 1: Establish your Presence as a Trusted Local Expert - How to set yourself up for success with a new prospect’s first meeting - Research and be prepared to tell the story of their needs - Educate the prospect on what you see with data from the Snapshot Report

This is a walk-through of the CRM dashboard, Sales and Success Center. In this workshop, we will go through crucial actions like: Adding accounts and client users How to customize a snapshot report before sending it to the customer Creating a pipeline to review potential revenue and manage sales opportunities Create and send out proposals using our new feature, Proposal Builder. Learn how to leverage this important part of the platform to sell more effectively!

The internet has changed how we do business. At Vendasta Technologies, we have codified the customer journey to help IT, Marketers, Value-Added Resellers, and Managed Service Providers. In this workshop, we will discuss the importance of the customer journey and why winning at each stage is essential. We also cover the importance of consultative selling with the Vendasta’s award-winning tool, the Snapshot report.