How to manage your sales process in Karbon
This event is closed.Watch the recording
Discover how you can manage your entire client acquisition and sales process in Karbon. From managing leads at the top of your funnel to onboarding new clients, learn the best practices being employed by other best-in-class customers with Jake, Karbon Account Executive.
Learn how you can:
Automate your sales process from lead collection to service delivery
Document your sales process in a Karbon template
Logically organize leads, prospects and clients
Integrate Karbon with GoProposal or Ignition to automate proposals and work creation
Use Client Tasks to automatically collect information from new clients
By following the steps outlined in this session, you’ll learn how to set up a simple but powerful sales process that allows your team to spend less time on admin, and more time finding and servicing your ideal clients.
If you cannot attend at this time, register to receive a recording.
Account Executive — Team Lead, Karbon
Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. If we give time back to your team, they can use it on things they value most.