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Sunday Aug 01

CRM for QuickBooks

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This seminar is an exciting two-hour journey into the world of CRM for small and medium businesses.  The journey begins with a look at what CRM is and the role it plays within a company.  We will discuss CRM strategy, software, and pitfalls to success as-well-as what a typical implementation will cost, and what you can expect in terms of return on investment.

Then we move into an exhilarating look at Oasis-CRM.  Oasis-CRM is the top rated CRM for Intuit QuickBooks, and includes all of the major components a small to medium business needs to ensure success! By leveraging on-line lead capture, customer self-service and browser based employee access, Oasis CRM integrates and organizes your business.

Join us and learn about the missing piece in total account management:  The key to reducing operating costs and increasing revenue potential within your business is “total business automation” with Oasis CRM for Intuit QuickBooks.

CRM demonstration to include:

  • Real-Time Integration To QuickBooks Pro, Premier & Enterprise Solutions
  • Intuitive Sales Force Automation
  • Complete Work Order Management
  • Automated and Detailed Inventory Management
  • Marketing Lead Capture Web Portal
  • Web Based Employee Access Client
  • Customer Self-Service Portal For Your End Users to Access
  • InSight Business Rule Monitor

The seminar is complimentary. Our seminar dates and locations are as follows:

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