We would also be
happy to facilitate a personal
online demonstration onsite or via
the web, feel free to
contact us
to arrange.
(Click to play) |
Introduction to
Legrand CRM
This 15 minute video consists of
a 3 minute PowerPoint introduction
followed by a 12 minute overview of
how to use Legrand CRM to store
Company and Contact information,
configure screen labels, perform
searches, create and manage lists,
and manage a group calendar.
(Click to play) |
Navigating
in Legrand CRM
This video clip shows you how to
navigate inside Legrand CRM.
(Click to play) |
QuickBooks Accounting Link
(similar functionality is available
with other accounting packages
Legrand supports)One of the key benefits of Legrand CRM is how well it integrates with a number of accounting systems. This 7 minute video clip shows how to link Legrand CRM and QuickBooks Enterprise edition 2008, how easy it is to import your existing QuickBooks Customer records in Legrand CRM, the financial information that is displayed in Legrand CRM, and how to create a new customer account in QuickBooks from Legrand CRM.
(Click to play) |
Using QuickBooks sales data to drive new sales
All marketing experts agree: sending a highly targeted offer to an existing customer produces the best results. This 8 minute video clip shows you how to use the sales data contained in QuickBooks accounting to create targeted marketing campaigns to your existing client base.
