Demo of Sidekick 365

Time line

Start – Finish           Topic

00:00 – 01:58 Dave gives an overview of the demo
01:58 – 02:39 How to use Notes feature
02:40 – 03:21 Assigning marketing campaigns
03:22 – 05:14 Assigning tasks
05:15 – 05:39 Converting leads to prospects
05:40 – 05:45 Account status
05:46 – 06:46 Converting a prospect to a customer
06:46 – 07:56 Integration to accounts receivable
07:57 – 08:59 Revenue forecasting
09:00 – 09:57 Sales dashboard
09:58 – 10:20 Contacts overview
10:21 – 11:09 Channel and Alliance Partners reporting
11:10 – 11:38 Collaboration on Projects
11:39 – 13:29 Project member collaboration