Nov
3

Online CRM Workshop: Evaluating System Performance

Created by Katie Liesmann on Oct 17, 2016

Thursday, November 3, 2016 at Online Webinar

Starts at 9:30 AM · Ends at 10:30 AM, PDT (America/Los_Angeles)

  • Ajay Kumar
  • Katie Liesmann
  • Vincent Amari

Online CRM Workshop with Epicom on Evaluating System Performance

 

Do you ever wonder if you are failing to maximize your CRM system? Whether you use a homegrown system or SaaS software, we believe every CRM system has room for improvement. That's why we host workshops on CRM system performance. We give every attendee the knowledge and worksheets they need to assess the current state of their CRM in three core areas of CRM success.

 

Who Should Attend:
You should attend this Workshop if you want to dive deeper into the following questions:

  • What are the areas of our CRM we need to improve upon?
  • What can we learn about CRM from other industries?
  • Is our CRM strategy guiding us to meet our goals?
  • Are we using the best CRM platform for our organization?

 

Agenda:

  • How to complete a CRM performance assessment
    • CRM utilization and adoption
    • Customizing your CRM; featuring customer case studies
    • System security configurations
  • Evaluation of overall ROI and next steps

 

To learn more or sign up click here.

Online Webinar