Video Library

Introduction to Finances - Part 3 of 3: Reports and Automation

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,...

 by  Joe Longo, PSVillage

 tags:   FinancesTraining

Introduction to Finances - Part 2 of 3: Sales Pipeline & Forecast

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...

 by  Joe Longo

 tags:   FinancesTraining

Introduction to Finances - Part 1 of 3: The Quote to Cash Process

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...

 by  Joe Longo, PSVillage

 tags:   FinancesTraining