How Oil & Gas Distributors Use CRM to Set, Track, & Manage Sales
January 31, 2023
Do you have a 360-degree view of your customers and easy access to their order history? Are you able to capture competitor share of wallet, manage opportunities, cross-sell, and upsell with suggestive selling? Are you wasting hours each week on activity and opportunity pipeline reports that should be available instantly with the click of a button?
Join us for an informative webinar as we provide a live demo using Microsoft Dynamics 365 Sales. We’ll share how CRM can help you:
- Analyze sales quota gap to goal
- Track sales revenue goals versus actuals
- Capture and manage competitor share of wallet opportunities
- Create easy-to-access, 360-degree views of your customers
- Set and monitor key performance indicators
While tailored to oil and gas distributors, this webinar is relevant to those in distribution seeking to improve visibility and efficiency in their sales teams’ customer retention, opportunities, and growth.
Learning Objectives
Upon completion of this program, participants will be able to:
- Discuss how to analyze sales quota gap to goal
- Demonstrate how to track sales revenue goals versus actuals
- Identify how to capture and manage competitor share of wallet opportunities
- Explain how to create an easy-to-access 360-degree view of their customers
- Describe how to set and monitor key performance indicators
Presenters
Steve Reybrock