On-Demand: Incorporate tools to optimize your team’s workflow

On-Demand: Incorporate tools to optimize your team’s workflow

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About this course

  Video (20 min)

 

  Reading (5 min)


Description 

Learn to incorporate tools like email, calendars, and voice calling to optimize your team’s workflow and save time.  

 

Audience

Zendesk Sell admins

Recommended Pre-requisites 

On-Demand: Introduction to Sell


Instructional Designer

head shot of the instructional designer for this course.

Ale Gonzalez

Instructional Designer for Sell

 

Curriculum25 min

  • Integrate your team’s favorite tools to save time
  • See how Sell email integration works 3 min
  • Demo: Integrate email and share email templates for transparent communication 4 min
  • Demo: Integrate your calendar to save time 2 min
  • Demo: Create tasks to manage your sales activities 3 min
  • Set up Voice for communication and transparency
  • Understand how calls work in Sell 2 min
  • Demo: Place and track calls automatically 4 min
  • Set up visit and call outcomes to inform sales strategies
  • See how call and visit outcomes can inform your sales strategy 2 min
  • Demo: Set up visit and call outcomes 3 min
  • Wrap Up
  • Course Summary 2 min

About this course

  Video (20 min)

 

  Reading (5 min)


Description 

Learn to incorporate tools like email, calendars, and voice calling to optimize your team’s workflow and save time.  

 

Audience

Zendesk Sell admins

Recommended Pre-requisites 

On-Demand: Introduction to Sell


Instructional Designer

head shot of the instructional designer for this course.

Ale Gonzalez

Instructional Designer for Sell

 

Curriculum25 min

  • Integrate your team’s favorite tools to save time
  • See how Sell email integration works 3 min
  • Demo: Integrate email and share email templates for transparent communication 4 min
  • Demo: Integrate your calendar to save time 2 min
  • Demo: Create tasks to manage your sales activities 3 min
  • Set up Voice for communication and transparency
  • Understand how calls work in Sell 2 min
  • Demo: Place and track calls automatically 4 min
  • Set up visit and call outcomes to inform sales strategies
  • See how call and visit outcomes can inform your sales strategy 2 min
  • Demo: Set up visit and call outcomes 3 min
  • Wrap Up
  • Course Summary 2 min