Workshops
#WIEM series for Horeca Idea users
#knowwhomtosale: HI CRM - Horeca Idea as a dedicated CRM for the MICE industry
Date
Tuesday, 14.04.2026, 11:00-15:00
Location
Wherever suits you — we meet online
Who is it for
- heads of sales, sales departments
- managers and people responsible for organizational processes and databases
- everyone who wants to organize their knowledge, learn about new features and check whether they are using the system in a way that makes the most of all its capabilities.
What we'll cover
- What are the benefits of working with a CRM and what is the purpose of introducing the tool?
- What client information can I find in the system?
- How do you add, edit and deactivate contacts in Horeca Idea?
- How do you attach documents to a client?
- How do you avoid duplicate contacts and merge the ones that are duplicated?
- How do you complete client profiles with the information you need?
- How do you classify clients — options and best practices?
- How do you export a client database from the system and what can you use it for?
- Working with sales activities
- How do you measure the effectiveness of your salespeople? Useful reports and settings.
- Client history.
- Notifications module.
The package includes
- 4h practical online session;
- 1h online consultation for the user (date agreed individually after the workshop);
- workshop materials (the presentation from the session).