Suitable for all current users, this session is ideal for those ready to learn advanced techniques about understanding their client's world. Highlights include Building client ecosystems; Aligning lists to workflows; Setting up bespoke filters for effective engagement; Identifying new business opportunities using the latest filtering options and Targeting, filtering, and segmenting clients effectively.
FullCircl is a SaaS platform born from a combination of two great companies, Artesian Solutions and DueDil. We joined forces to tackle the biggest customer lifecycle challenges facing regulated businesses, helping to identify and acquire customers, verify entities and assess risk to accelerate onboarding, and retain and grow customers by delivering proactive account management.
We obsess about improving the way B2B sales teams and relationship professionals communicate. Modern business buyers want slick customer experiences and interactions that feel personal. Every touch point needs to solve problems, deliver value and be aligned to their agenda, not yours.
FullCircl training centres around these principles to educate our customers on the latest techniques and tools to help them do better business, faster.
Ready to connect the insights you need, when it matters most? Let's go.