Tracker Consulting

Tracker Consulting Services

Achieve Strategic Goals with Tracker through Personalized Consulting Services

CRM Consulting

Learn how to improve your candidate relationship management and your client relationship management with our integrated CRM.

What's Covered

  • Configuring Leads Settings
  • Sales Workflow Optimization within Tracker
  • Lead Management
  • Configuring the Leads View
  • MANDACT Qualification Score Setup/Adjustment
  • Using the Job Feed Search to Identify New Business

What to Expect

  • What is a lead and how to create them
  • How to capture information regarding a lead
  • How to convert a lead
  • How to Track success of lead conversion
  • How to Qualify a Lead: MANDACT
  • How to measure and track your lead conversion

What You'll Develop

  • The ability to better qualify leads and make business decisions on which leads/opportunities to pursue
  • Understanding of how to prioritize leads based on status and qualification
  • The ability to quickly follow up and action multiple leads at once

Duration(1) 1 Hour Session
FormatInteractive Small Group

Schedule Consulting Services

Go to our Professional Services Scheduling page here to request the consulting (and training) courses your teams need to succeed.
courtney headshot

Courtney Harchak
Team Leader for Client Success