Upcoming Efficiency First Webinar

Event Details

Upcoming Efficiency First Webinar

Time: March 20, 2014 from 9:30am to 11am
Location: Online
Website or Map: http://www.efficiencyfirst.or…
Event Type: webinar
Organized By: Efficiency First
Latest Activity: Mar 13, 2014

Export to Outlook or iCal (.ics)

Event Description

Make Your CRM Work for You:
How CRM software can make you more money, transform and streamline your home performance operations, and save you a ton of headaches
Thursday, March 20, 2014 from 9:30-11 a.m. PST / 12:30-2 p.m. EST
Approved for up to 1.5 BPI CEUs

There’s a lot involved in running a home performance company-- from marketing and sales to project management, financials, crew scheduling and then some. To be successful, each piece needs to operate smoothly and be in communication with everything else going on in the company. It can be a lot to handle, especially if your business is growing and you're taking on more projects.

You know you need a management system that can keep up with your business, your customer interactions and your job progress. You've seen CRM tools and know that they’re important – but you don’t have a clear understanding of how your home performance business should be using them.

In this session we’ll explore how to fine-tune a CRM (customer relationship management system) to improve your company’s operational efficiency. Tune in to learn more about:

  • How to best use CRM tools to efficiently track your job and lead pipeline
  • Best practices for staying on top of your customer interactions and company operations
  • Case studies of companies who have upgraded or enhanced their CRM for better operational efficiency

To register for this event or for more information visit: www.efficiencyfirst.org/education/upcomingwebinars/

Comment Wall

Comment

RSVP for Upcoming Efficiency First Webinar to add comments!

Join Home Energy Pros

Attending (1)

Home Energy Pros

Home Energy Pros was founded by the developers of Home Energy Saver Pro (sponsored by the U.S. Department of Energy,) and brought to you in partnership with Home Energy magazine.

Latest Activity

Bradford E. White replied to Elizabeth Guinn's discussion ERV in need of backflow preventer.
"I would use an in-line backdraft damper such as Artis Industries or the ones made by Fantech and…"
12 hours ago
Kim Tanner posted a video

Wireless Air Leakage Testing

This webinar will discuss the use of WiFi technology to conduct and document blower door and duct leakage tests for compliance with local energy codes. The s...
13 hours ago
Profile IconPerry Grossman, Daniel Pate and Ottawa Furnace Filters joined Home Energy Pros
13 hours ago
Kirsten Richnavsky added a discussion to the group Building Performance Institute (BPI)
Thumbnail

Breaking the link between unhealthy homes and unhealthy kids

Listen in on IAQ Radio to a discussion on reducing the household triggers that cause asthmaattacks…See More
15 hours ago
Kirsten Richnavsky posted a discussion

Breaking the link between unhealthy homes and unhealthy kids

Listen in on IAQ Radio to a discussion on reducing the household triggers that cause asthmaattacks…See More
15 hours ago
Kim Tanner posted events
16 hours ago
Ottawa Furnace Filters posted a blog post

Some Useful Information about Furnace Air Filters

There is not much we can do about the air pollution outside of a house in Ottawa, Canada, but we…See More
17 hours ago
Fresh Air Duct Cleaning posted blog posts
21 hours ago

© 2015   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service