Course Code: SM-07
Goal: Connect physical properties (Sales Sites) to customer records to ensure full visibility of service locations, project targets, and site-specific sales activities.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Introductory to Intermediate (Ideal for sales reps, account managers, and CRM admins)

Resources Provided:

• Sales Site Management Quick Guide
• Sales Site Import Template
• Site-to-Customer Linking Checklist

Learning Objectives

By the end of this session, participants will be able to:

• Define what constitutes a Sales Site within CUBE’s CRM and sales structure.
• Create, link, and manage individual and multiple Sales Sites.
• Properly associate Sales Sites with customer records for efficient project management and service delivery.

Session Agenda

SM7.1 Definition of a Sales Site

• What a Sales Site represents:
• Physical address tied to service/project work
• Location for estimating, site walks, proposals
• Basis for asset management and contract servicing post-sale
• Differences between Customers and Sites.

SM7.2 Linking Sites to Customers

• Step-by-step linking of new or existing Sites to Customers.
• Managing multiple Sites per Customer for:
• Regional clients
• Multi-location accounts (e.g., schools, franchises, municipalities)
• Viewing consolidated Sales and Service history per Customer/Site combination.

SM7.3 Importing and Managing Multiple Sales Sites

• Using the Mass Import Template.
• Bulk uploading multiple Sites by:
• Region
• Customer Type
• Account Owner
• Cleaning and standardizing address formats for accurate mapping.
• Best practices for future scalability (site tags, categories).

Hands-On Preview (Optional if time allows)

• Create a Sales Site and link it to a sample Customer.
• Import a small batch of Sites.
• View Sales and Service associations from Site profiles.

Post-Session Action Items

• Audit current Sales Sites for missing customer associations.
• Review address consistency and complete regional mapping.
• Standardize Site naming conventions for CRM searchability.

Note: When scheduling, make sure to include this session code: SM-07

Schedule Your One-to-One Session