Marketing Calendar 2025
Your CRM, your dashboard: Mastering advanced reporting
You don’t need another spreadsheet. You need insights.
Learn how to create dashboards and charts that turn raw CRM data into real business decisions – and make reporting a breeze across sales, marketing and customer success.
What you’ll learn
- How to build reports that actually answer your questions
- Tips for setting up dashboards by team or role
- Using data to drive better, faster decisions
Who should attend
All Spotler CRM users who want to get more from the platform, stay ahead of new features, and make smarter use of their CRM day to day.
Your speaker
Carl Grieves is the Chief Executive of Spotler UK having worked for the company for three years. He has a wealth of knowledge and experience in the world of CRM.
Previously, under his leadership, Carl successfully led the scale-up of Silverbear to become the UK and Ireland number one Dynamics 365 platform provider to professional bodies, trade unions and charities.
Are you using 100% of what Spotler CRM can do? Most aren’t.
This 5-part fortnightly webinar series is your shortcut to working faster, smarter, and with more confidence in your CRM.
Whether you’re managing customer data, automating tasks, or launching campaigns, we’ll show you exactly how to get more done in less time – all without leaving the Spotler platform.
No jargon. No fluff. Just practical, time-saving CRM mastery.