Class Summary
In Class 3 we deep dive into the critical workflow we recommend to originate sales opportunities. From research—to build your house list—through the broadcast of pre-approach campaigns, and ending with the mass-generation of small batches of sales opportunities for your salespeople. This workflow has a lot of moving parts and it’s critical that you understand them all.
Links and Resources
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Non YouTube link
If you can't use YouTube or if you need to download this class for offline access, use this link.
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Discuss this Class
If you'd like to discuss the content of this class with fellow travellers—or ask a question of Justin—here's the place to do it.
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Cohort Analysis
You'll find a good (simple) explanation of cohort analysis here. But don't buy special software for this. Excel (or Google Sheets) will do just fine. You're welcome to ask me about this in the forum for this class (link above).
Vtiger CRM
We've been developing our own version of the popular Vtiger CRM open-source project for years now. We keep it current with the core Vtiger build but we add a ton of our own plugins and patches. Please contact us if you'd like some more information.
Schedule a Best Practice Briefing:
