Thursday, September 12, 2024 | 12-1 p.m. ET

White Cup University: Mastering Workflows and Automations

Join us for an exclusive live training webinar focused on leveraging workflows and automations in White Cup CRM to drive efficiency and productivity. This session is designed for all White Cup users, whether you’re an end-user or an admin. We’ll kick off with practical use cases and best practices for workflows in White Cup CRM, and then transition into more technical details on creating and managing workflows specifically for White Cup admins.

Why attend? 

Workflows and automations are essential for end-users looking to streamline their day-to-day tasks, reduce manual workload, and enhance customer interactions. By mastering these features, you can ensure your team is working smarter, not harder, and ultimately drive better business outcomes.

During this hands-on training, you’ll learn how to:

• Utilize automation to manage customer interactions and follow-ups, like triggering reminders for sales reps to check in with clients after a period of inactivity.
• Integrate workflows with your existing processes for seamless operations, such as auto-assigning tasks based on lead source or sales stage.
• Set up and customize workflows to automate repetitive tasks, such as automatically sending a follow-up reminder email after a quote is sent.

Our expert trainers will provide step-by-step instructions and real-world applications to help you confidently implement what you’ve learned. Don’t miss this opportunity to enhance your CRM skills and improve your team’s efficiency.

Session Breakdown:

• For All Users: Example use cases and best practices for workflows in White Cup CRM.
• For Admins Only: Detailed technical instructions on creating and managing workflows. End-users can drop off after the first section if they choose.

This session is ideal for:

• Sales reps and other professionals who use White Cup CRM daily
• Anyone aspiring to leverage White Cup CRM to streamline customer outreach and task management
• White Cup admins responsible for configuring and maintaining workflows

Pre-requisites:

Attendees should have a solid, working knowledge of White Cup CRM. If you need a refresher, we recommend reviewing the video from our White Cup 101 session, available in our support portal.