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

DeliveryVirtual

FormatInteractive Small Group

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Check Out Our Full Catalog of Consulting Courses

More Consulting Courses

Consulting: Automation

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Consulting: Marketing

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Consulting: Reports

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Consulting: Data Management

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Consulting: Recruitment Workflow

•Andy Jones•Consulting

Consulting: Onboarding

•Stormie Haller•Consulting

Schedule Consulting Services

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

Schedule Consulting

<span class="bsf-rt-reading-time"><span class="bsf-rt-display-label" prefix="Reading Time"></span> <span class="bsf-rt-display-time" reading_time="1"></span> <span class="bsf-rt-display-postfix" postfix="mins"></span></span>Courtney Harchak

Courtney Harchak
Head of Client Success