Description
This training is for current ArtifaxEvent users only
Recommended prior knowledge – user basics, admin basics
Attention all sales coordinators! Unlock the true power of your commercial hires and events with ArtifaxEvent. Learn how to use Artifax to streamline your sales strategies and processes. Product Specialist Laura McMullin will talk you through sales workflows and reporting to uplevel your inquiry process.
What is covered in the training:
- Sales Dashboard
- Sales Process Stages
- Sales Goals
- Adding Finances to events and Resource Bookings
- Sending a quote and confirmation letters
- A discussion around Custom Reports, such as Contracts, and specific uses of Custom Forms
- Event Schedules and how they’re used
- Arrangement Function Sheets
- Adding Documents and categorising by type
- Contact History
- Entity group assignment
- Searches and getting the most out of them
- Pulling Sales Process reports
- Using the Events search and effectively pulling What’s On Reports
- Getting the most out of Entity Searches
- Scheduling Reports
Outcomes – Attendees will be able to work with the sales process to manage enquiries and estimate revenue. Customers can be contacted quickly with quotes and contracts generated directly from ArtifaxEvent. Entity management and grouping will allow contact groups to be built and managed so that customers are held in appropriate sectors for your organization.
Who should attend – sales coordinators or event managers who deal with large volumes of enquiries and need to easily produce professional reports to send to prospects.
Course Format – 1 x 2 hour session.
