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VIP Training for Gerard Bertrand
iDIG Basics
How to build a basic iDIG report from scratch (4:38)
Working with MEASURES and DIMENSIONS in iDIG (4:39)
How to share an iDIG report with others and retrieve reports shared with YOU (1:19)
How to suppress ZEROs in an iDIG report (1:48)
How to exclude a brand from an iDIG report (1:17)
iDIG Advanced
How to Create a "Selection Set" (2:59)
How to Use "Selection Sets" in a Report (3:00)
How to Create a Calculated Column in iDIG (3:37)
Call Points
Basic Introduction to Call Points (3:53)
Monitoring Pricing for a Chain (by Brand) (2:24)
How to Monitor Compliance for a single chain (2:20)
KARMA
The Power of CRM (8:06)
Standard List of Questions in KARMA
How to Add Contacts to KARMA (4:06)
How to log activity on a Call Point (1:07)
Price 2.0
Introduction to Price 2.0 (8:00)
Price 2.0 Glossary of Terms
Managing On Premise Chain Price Quotes (9:20)
Recording of Training Seminar April 3, 2023 (64:14)
Chain Call Management
Intro to Chain Call Management (CCM) (4:03)
Navigating Around in Chain Call Management (4:41)
Recording of Call Points + CCM Training with Ben on Feb 1 (63:50)
Creating a "custom store list" to upload as part of a CCM Event (9:08)
Watch me create a new CCM event from scratch! (7:57)
Teach online with
How to Monitor Compliance for a single chain
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