We have two great webinars for you!

What is CRMChoosing the right CRM for your organization

Whether you are implementing CRM for the first time, or looking to replace an existing CRM application, this webinar is for you.  During the webinar we will discuss the foundation for a successful CRM software implementation.

During this 1 hour webinar we will discuss:

  • How to define your sales strategy and processes
  • Realistic goals for CRM
  • How to best achieve your goals

The main learning points for this webinar are:

  • Define the process of CRM selection
  • List pitfalls many organizations fall into while looking for CRM
  • Understand the different delivery options for CRM
  • Discuss when to integrate accounting data into CRM

Foundational CRMGetting more out of Salesforce (or any CRM)

In this one hour webinar we will review how to achieve maximum utilization of your CRM system.  We will discuss how to ensure CRM is in alignment with your corporate goals, processes, and culture.

With optimized CRM you will experience:

  • Maximized user adoption
  • Effective processes
  • Increased customer retention
  • Improved customer service
  • Greater employee satisfaction

Indicators that you could use your CRM system more fully:

  • There are many disconnected databases
  • There are still a lot of manual processes
  • There are still many Microsoft Excel spreadsheets or Microsoft Access databases in use
  • Real time data is a distant dream – the data you see is old by the time you see it
  • There is a lack of interoffice communication regarding customer data
  • There is no one place to see all that you need to know about a customer

The main learning points for this webinar are:

  • Look at reasons for CRM “failure”
  • Discuss increasing user adoption
  • Understand CRM strategy
  • 3 tips to accelerating your CRM in the next 3 months


It may be that you cannot wait for a webinar.  That is fine, let us guide you through your CRM journey.  Contact us at 920-730-1300 to discuss the next step in your CRM roadmap.


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