On the first Wednesday of each month, a member of the Administrate team will talk through some ideas and key concepts that can be useful to you and help your business. In this video, Administrate Account Executive Richard Cassidy explains how to create and tailor a sales process to suit your needs.

Key Points:

  • To be successful, your sales process needs to consider enquiry capture, how you're going to configure it, and what data is the most important for you to collect.
  • You wan to make sure the whole process is easy to manage and you capture the data you really need!
  • Work closely with your marketing department to help decide what works and what doesn't.

To read a full transcript of this Whiteboard Video, please visit our Resources page.