How to Manage Clients

BD & MARKET TRAINING
In this 30 minute session we will cover the power of the Vinny CRM and how you can use it to track your BD.

What you'll learn

  • Adding Contacts
  • Adding Companies
  • CRM Pipeline
  • Smart Views

Remember to sign up with your name & company email below:

Meet Your Hosts 👋

Aamina Raja
Customer Success Manager
Vincere
Hi I'm Aamina! I'm part of the Customer Success team here at Vincere based in the London office. My favourite part of Vincere is our most recent feature Vinneo! Vinneo is our new video interviewing and outreach product which is fully integrated with the system in areas such as the Livelist. You can also find your outreach and video interviews all in one dashboard!
Christina Haslebacher
Growth Manager
Hi! I'm Christina, i'm part of the Sales Team here at Vincere.
My favourite Vinny feature is definitely the The Forecaster, if you haven't looked at it yet, be sure to check it out!
  • Aamina Raja
    Customer Success Manager
    Vincere
    Hi I'm Aamina! I'm part of the Customer Success team here at Vincere based in the London office. My favourite part of Vincere is our most recent feature Vinneo! Vinneo is our new video interviewing and outreach product which is fully integrated with the system in areas such as the Livelist. You can also find your outreach and video interviews all in one dashboard!
  • Christina Haslebacher
    Growth Manager
    Hi! I'm Christina, i'm part of the Sales Team here at Vincere.
    My favourite Vinny feature is definitely the The Forecaster, if you haven't looked at it yet, be sure to check it out!