Cognition360 Getting Started Workshop - Account Management / Sales

You should always know why a customer is calling when you hear the phone ring, and with these reports you will! In this session we will help you better manage your customers.

Reports for this session include:
- Customer Ticket KPI reports
- Customer Work Type Usage report
- Common Issues report (Type, Subtype and Item reporting)
- Technology Business review
- Opportunities Dashboard
- Products Sold report

Recommended roles to attend:
- Account Manager
- Sales Team
- Business Analyst
- C-Level

By the end of today’s session, you will have a list of best practices and key metrics to look for, and deeper look into the information going into your ConnectWise PSA.