Powering Up Your SalesIntel Setup: Admin Skills Training

Calling all SalesIntel Admins! In this interactive skills training session, we’ll dive into the key areas that will help you get the most from your SalesIntel platform. From setting up automated workflows and maintaining data hygiene to discovering hidden features, our experts will walk you through best practices and real-world examples. By the end, you’ll have actionable strategies to streamline processes, boost efficiency, and empower your team to drive pipeline growth.

Main Takeaways:

1. Mastering Automations
   • Discover how to set up and optimize automated workflows, saving you and your team valuable time while maintaining accuracy and consistency.
2. Ensuring Data Hygiene
   • Learn the importance of clean, actionable data, and how it impacts everything from lead routing to reporting accuracy. We’ll share tips on maintaining a reliable database.
3. Maximizing SalesIntel’s Full Potential
   • Uncover lesser-known features and best practices that can help you get the most out of SalesIntel. Explore ways to adapt the SalesIntel platform to your specific business needs.
4. Improving Team Adoption and Efficiency
   • Understand how to configure your system so it’s user-friendly, keeps your team aligned, and drives measurable results.

Meet the Presenters

Alexis Cruz, Customer Success Manager

SalesIntel

Hi, I’m Alexis! I am an experienced Client Relationship and Success Manager with 5+ years of demonstrated history working in the SaaS and commercial real estate industry. Adept in building strategic relationships, leveraging interpersonal skills, and acting as a subject matter expert for various business processes and products. Driven to enhance client experience and positively contribute to the organization’s overall strategic plan. Effective communicator, and result-oriented team player. Proven track record of utilizing strong organizational, analytical and communication skills towards improving client satisfaction.