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Dec 12, 2017 · CRM Police. Hold your desk managers responsible for proper status, sourcing, and exit notes on the dashboard, or desk log for showroom traffic daily. Don’t have your BDM chasing people to get the information after the fact. Marketing & Inventory Manager. Don’t have your BDM keeping up the website specials and inventory management online.

Feb 15, 2018 · If so, why didn’t they get proper training at onboarding? Lack of proper onboarding tools/product training can cause serious problems in meeting position expectations. What internal training options are available to fill this need? It might include vendor training – both free and paid. Many CRM’s have video training available.