Unlock Faster Pipeline Growth with CRM Built for B2B Sales Teams

Three focused 30-minute webinars showing Sales Managers, Sales Reps and Account Managers how to turn live customer + inventory data into more wins, higher deal velocity, and predictable revenue.

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Why Attend This Mini-Series

Today’s B2B sales environment demands speed, accuracy, and complete visibility. In this 3‑part CRM Sales Edge series, you’ll learn how to turn disconnected systems into a connected sales engine - giving you the insights and tools to win more consistently.

Live Demos and Q&A in Every Session

Get hands-on with real workflows, real systems, real scenarios - and ask anything.

Session 1 - Mastering Your Metrics: Real-Time Sales Performance

Learn how to:

View your entire pipeline, quotes, and order status in one place
Spot deals at risk before they stall
Identify which customers are ready to buy again
Use dashboards to prioritise your day and hit target faster

Ideal for: Sales Managers needing full oversight + reps who want clarity and speed.

Session 2 - A Faster, Smarter Sales Workflow (Two Versions)

Version A - For Sales teams using systems like Cin7 Core/Omni, Xero, QuickBooks Online, Katana, Sage 50

See how CRM connects to your existing systems to give you:

Accurate pricing, stock levels, and availability
Faster quoting and order creation
Automated follow-ups that prevent lead leakage
A cleaner, more controlled sales process end-to-end

Perfect for: B2B teams still stitching together spreadsheets or juggling siloed tools.

Version B - For Unleashed Customers

Get a deep dive on CRM + Unleashed working together:

Sell using live Unleashed stock, margins, and product data
Pull full order history directly into CRM for richer conversations
Forecast future buying patterns with connected intelligence
Use Unleashed-powered alerts to upsell at exactly the right moment

Perfect for: Sales teams ready to get more value from the Inventory + CRM connection.

Session 3 - Turning Customer Data into Long-Term Growth

Learn how to:

Segment customers for smarter targeting
Identify cross-sell and upsell opportunities instantly
Use proactive alerts to keep customers loyal
Build a predictable repeat-business engine

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Ready to Sell Smarter? Register for the CRM Sales Edge Mini-Series

Save your seat now and learn the CRM strategies top B2B sales teams use to win faster.

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