We are thrilled to share some exciting news with you! As part of our Level Up Programme, we will be hosting a free, interactive workshop focused on maximizing your experience with GreatSoft's CRM. This webinar is designed specifically for experienced users like you who are eager to extract even more value from our system.
comprehensive session, we will delve into key topics that will empower you to
take your GreatSoft usage to the next level. The workshop agenda includes:
- Client onboarding:
Streamline and optimize your client onboarding processes.
- Reporting: Learn how
to generate insightful reports that provide valuable business intelligence.
- User Defined
Fields/User Defined Services: Customize your system to align with your unique
- Client Links: View and
manage your clients' relationships from a single dashboard.
- Advanced search:
Master the art of advanced search techniques to quickly find the information
- Events: Effectively
manage and track client-related events within the CRM.
- Notes (Alerts):
Utilize alerts and notes to stay organized and never miss important details.
I am a young, outgoing person who has a genuine interest in learning. I enjoy evaluating data, working with data, and interacting with both external clients and internal stakeholders. I am passionate about data-driven decision making and problem solving.