Vault: Getting Started for Sales - Recorded Video

Vault: Getting Started for Sales - Recorded Video

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About this course

Join us as we unravel the sales fundamentals within MRI Vault CRM. Whether you're new to the platform or a seasoned user, this session is designed to equip you with the essential knowledge needed for a sales agent. From adding recent or upcoming appraisals to effectively filtering contacts and properties for targeted prospecting, this webinar covers all the basics. Learn how to harness MRI Vault CRM’s powerful features to streamline your sales processes, nurture client relationships, and drive results.

Learning Outcomes:

Upon completion of this webinar, participants will be able to:

  • Prepare recent or upcoming property appraisals seamlessly within MRI Vault CRM
  • Create buyers and capture their property requirements effectively, facilitating personalised client engagement and targeted property matching
  • Generate contact lists for prospecting, maximising lead generation
  • Produce property lists tailored to specific criteria, streamlining property search and selection processes
  • Review sales data within MRI Vault CRM, leveraging insights to drive business growth

Duration: 40 minutes

Curriculum

  • Getting Started for Sales
  • Survey

About this course

Join us as we unravel the sales fundamentals within MRI Vault CRM. Whether you're new to the platform or a seasoned user, this session is designed to equip you with the essential knowledge needed for a sales agent. From adding recent or upcoming appraisals to effectively filtering contacts and properties for targeted prospecting, this webinar covers all the basics. Learn how to harness MRI Vault CRM’s powerful features to streamline your sales processes, nurture client relationships, and drive results.

Learning Outcomes:

Upon completion of this webinar, participants will be able to:

  • Prepare recent or upcoming property appraisals seamlessly within MRI Vault CRM
  • Create buyers and capture their property requirements effectively, facilitating personalised client engagement and targeted property matching
  • Generate contact lists for prospecting, maximising lead generation
  • Produce property lists tailored to specific criteria, streamlining property search and selection processes
  • Review sales data within MRI Vault CRM, leveraging insights to drive business growth

Duration: 40 minutes

Curriculum

  • Getting Started for Sales
  • Survey