Lunch & Learn: CRM, Sales & Marketing

Lunch & Learn: CRM, Sales & Marketing

Verlata Consulting

Proudly presented by Verlata Consulting

This month’s Lunch & Learn focuses on Actionstep’s CRM and Sales & Marketing capabilities.

Join us for an informative Lunch & Learn session on how to:

  • Give your clients unique contact records, and map their relationships so you can easily identify who’s who in your Actionstep system.
  • Create simple and exportable contact lists such as a mailing list, or a list of your referrers.
  • Add custom data to your contacts, so you can capture specific details about them.
  • Explore Actionstep’s marketing campaign and activity features, so you can track leads and return on investment (ROI) through your marketing events.

These sessions are limited to 20 spaces, so make sure you reserve your seat today!

Please note: this Lunch & Learn will be based on the EBM platform settings in Actionstep. If you are still on classic, please advise so we can tailor our session accordingly.

Location & Dates

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Reserve your space

Price: $45 per person (+ GST & bf)

Register Now