CRM - Soup to Nuts
In this webinar, we will be covering the complete CRM experience in Southware. This is a great session for new interest in CRM with TaskWise and as a refresher for more experienced users.
We will be covering:
We will model the entire process using the CRM elements of TaskWise with automated processes and other tools into Order Entry.
We will be covering:
- Importing Prospects
- Building Opportunities
- Tracking Proposals
- Converting Quotes to Orders and Prospects to Customers
- and more...
We will model the entire process using the CRM elements of TaskWise with automated processes and other tools into Order Entry.
Thursday, June 25th - 2:00 PM ET (1 Hour)
FREE Webinar for SPA Partner Clients
FREE Webinar for SPA Partner Clients
Empowering Field Service Techs: using Mobile Technology
Learn how your techs in the field can be more efficient with the mobile tech tablet app. This webinar will cover:
- Signature Capture
- Real Time Inventory
- Time Tracking
- Taking and Attaching Photos
- Filling in Inspection or Certification Forms
- and more...
- Signature Capture
- Real Time Inventory
- Time Tracking
- Taking and Attaching Photos
- Filling in Inspection or Certification Forms
- and more...
Thursday, July 16th - 2:00 PM ET (1 Hour)
FREE Webinar for SPA Partner Clients
FREE Webinar for SPA Partner Clients
Check Your Vitals – Red Flag Reporting with Monitors
In this webinar, we will be covering the new Monitors module in Southware. This is their first iOS and Android native application - that now comes FREE with your current CMSS maintenance contract.. In this session you will learn:
- How to Setup Monitors and the requirements to run Monitors
- How to Setup the Application on Your Device
- How to Create New Monitors
- and more...
- How to Setup Monitors and the requirements to run Monitors
- How to Setup the Application on Your Device
- How to Create New Monitors
- and more...
Thursday, August 13th - 2:00 PM ET (1 Hour)
FREE Webinar for SPA Partner Clients
FREE Webinar for SPA Partner Clients