Date:
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 workshop will be led by one of our trainers.
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).

Sign up using the form in the registration and packages section

#knowwhomtosale: HI CRM - Horeca Idea as a dedicated CRM for the MICE industry