Getting Started đș Video Tutorials
Collection of Video Tutorials to get you started quickly with vizrm
5 articles
- Ep. 1 đ First steps with vizrmGet started with creating CRM contacts from LinkedIn, build org charts, track deals, and analyze engagement with vizrm
- Ep. 2 đïž Building Org ChartsLearn to build and manage org charts in vizrmâadd contacts, create groups, and link organizations with ease.
- Ep. 3 đ Executing Account Plans with Org ChartsLearn how to use vizrm org charts to track activities, filter deals, and ensure contacts are positioned correctly in your CRM.
- Ep. 4 đ Analyzing Org ChartsHow to use vizrm Analytics with Quick & Custom Views to visualize CRM data, boost account mapping, and guide strategy.
- Ep. 5 đ LinkedIn-CRM IntegrationStreamline CRM workflows with vizrmâs LinkedIn integration - add contacts, track deals & log activities directly from LinkedIn.