Take your business to the next level. A Customer Relationship Management (CRM) software is much more than a contact list. Explore how a CRM helps you juggle incoming leads, projects, business operations, and more. Connect the pieces of your business, streamline processes, and automate, so your CRM works for you. We will share how maximizing CRM systems has been a game changer for our businesses. This session is an overview and not specific to one software.
Session Objectives:
- Describe what a CRM is and why every Professional Organizer needs one
- Map out workflows to streamline business operations
- Identify how maximizing the features of your CRM can automate and grow your business
We will engage the audience through lecture, case studies, screenshots, hands-on process mapping in groups and Q&A.
Speakers: Amy Payne, CPO and Carrie Downey
CEUs: 1.5
Conference Year: 2021