Рет қаралды 9
Welcome to the second session of the Entytle Training Series! In this video, we dive deep into the world of customer research, equipping you with the knowledge to leverage customer and location 360 within the Insights platform. Whether you're a seasoned professional or new to the game, this session offers valuable insights to enhance your customer engagement strategies.
Join us as we explore various methods to access customer accounts and locations, from search functionality to opportunities and pipelines. Learn how to navigate through Account 360 and Location 360 views, uncovering crucial details about equipment, parts, services, and transaction history. Our walkthrough will empower you to customize your view, address common queries, and optimize your research process.
Stay tuned for practical demonstrations, expert tips, and answers to frequently asked questions. Plus, mark your calendars for the next session on creating and working pipelines. Don't miss out on this opportunity to level up your customer research skills. Hit play now and embark on your journey to mastering customer engagement with Entytle Training Series!