This follow-up CRM training focused on hands-on skill advancement. The instructor began by systematically reviewing the previous session, with a key demonstration on how to accurately and consistently reflect specific work details,such as client follow-ups and opportunity progression,within the CRM system. This ensures every action translates into tangible, trackable data records.

During the interactive Q&A session, sales representatives actively raised practical issues encountered while using the system. These included clarifying field definitions, methods for complex queries, and tips for efficient mobile operation. The instructor addressed each query with live demonstrations and clear, actionable solutions.

Through this targeted consolidation training, the sales team has further mastered the method of closely integrating daily tasks with system functionality. They are now more proficient in utilizing the CRM for customer management and analysis, effectively enhancing overall work efficiency and streamlining sales process management.