Part 3 of 3: Tools and Automation
This module discusses, Reports, Dashboards and Tools used for tracking finances from Quote to Cash.The roles of a CRM,...
Joe Longo, PSVillage
Part 2 of 3: Criteria for develop a Sales Pipeline and Forecast
This module discusses the typical sales funnel and how it relates to the quote-to-cash process described in Part 1 of...
An Introduction to Finances for Services Managers
This module is an introduction to the terms commonly encountered by Services people when dealing with sales, accounting and finance...
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