About this event
Ever wondered how to track leads, score them effectively, and manage MQLs in Deltek WorkBook without the guesswork? This session is your shortcut to mastering the CRM module and unlocking the power of customer data tracking.
In this session, you’ll learn:
- How to track and analyse customer touchpoints across various channels within Deltek WorkBook.
- The art of lead scoring and how it helps you prioritise MQLs for better follow-up and conversion.
- How to manage MQLs seamlessly, using the CRM module to automate and streamline lead handling.
- How to access and use BI dashboards to easily visualise and digest customer data.
Who is this session for?
- Agency leaders
- Marketing and Sales managers
- Anyone looking to attract new clients
Hosted by
-
Team member
Helen Johnson Managing Director @ TANGRAMT
-
Team member
Aisha Noor Marketing Director @ TangramT
TANGRAM
TANGRAM is an independent consultancy specifically set up to help creative businesses. Having spent years inside these workplaces, we understand the challenges that can come up – from revenue reporting to timesheet compliance. Our job? Helping sort these issues out.
