CRM + Insights
2 sessions in this series
This 2-part Phocas User Group (PUG) series is designed to help sales teams unlock the full potential of CRM and Insights to drive smarter, more proactive selling. Whether you're leading a team or managing your own pipeline, you'll learn how to use data to stay ahead of customer needs, streamline daily workflows, and focus on what matters most. Even if you're not currently using CRM or Insights, we encourage you to attend and explore how these tools can help you and your team sell smarter and faster.
CRM & Insights for sales managers
Wednesday 19 November, 2025
2:00 PM AEDT
This session is designed for sales managers who need visibility and control across their entire team. We'll show you how to spot early warning signs and opportunities at scale, coordinate team action efficiently, and ensure everyone is focused on high-impact activities.
Craig Medlyn
Technical Sales Manager
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Spot signs of customer drop-off and new opportunities across your entire team using Insights, then drill down by rep to show them which accounts need immediate attention
- Assign follow-up activities using the CRM bulk-assign feature, enabling your team to take consistent action at scale
- Monitor activity in the CRM Analysis database, giving you confidence that your team is focused on the right priorities
CRM & Insights for sales reps
Wednesday 3 December, 2025
2:00 PM AEDT
This session focuses on individual seller productivity - using Insights to prioritize, the Customer Scorecard to prep, and building simple CRM habits.
Craig Medlyn
Technical Sales Manager
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Use Insights to consistently identify high-priority and at-risk accounts, helping you organize your day effectively
- Leverage the Customer Scorecard to review all relevant data and notes in one place, ensuring you are fully prepared for calls and meetings
- Build an efficient daily habit for logging calls, notes and tasks in CRM to keep your pipeline organized and up to date
2 sessions in this series
Register for CRM + Insights now!
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Analytics 
Financial Statements 
Budgets & Forecasts 
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CRM 