BOSS University

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BOSS is a powerful tool to run, grow, and increase profitability in a business, but to use it well, one must know how to use it. BOSS University hosts several premier training events designed for your team to achieve the most out of BOSS. The better trained your team is on BOSS, the more return on investment you will have.

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More than a Product, a Partner.


The idea is you utilize reports and the tools within the CRM to flag when things are coming back up. You document why you missed it. You flag a system that reminds you to go back after it. We run reports at the beginning of the year that show all the bids we missed in the previous year and when they should be coming back up for renewal. I go through that with our account managers and ask, ‘which ones do you have the best relationships with?’, ‘which ones are the most likely that we can clo… Read more
Matt Bland – BOSS Client Conference 9

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