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How Oil & Gas Distributors Use CRM to Set, Track, & Manage Sales

January 31 @ 12:00 pm - 1:00 pm EST

Free
Free Forvis CPE

Participants of the free live webinar will be eligible for 1 CPE credit.

Register

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

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@forvis.com.​

CPE NASBA LogoFORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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