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.  Home Energy Pros is sponsored by the Better Buildings Residential Network.

Latest Activity

Debra Little commented on Jim Gunshinan's blog post Sudden, Surprising Blessing
"A blessing that's also an awesome surprise is even more fun! Congrats Jim!  Your positive…"
1 hour ago
Tim Cohen posted a blog post

Energy-Saving Features Now Commonplace in Most New Homes

As a modern homebuyer, you have more opportunities than ever to lower your carbon footprint and to…See More
1 hour ago
john mitchell joined Diane Chojnowski's group
Thumbnail

News & Announcements

Share your news and announcements with the community in this group.See More
5 hours ago
john mitchell joined Tom White's group
Thumbnail

Trainers and Mentors

Share your experience with different training and mentoring methods. Learn about new training…See More
5 hours ago
john mitchell joined Kyle Brown's group
Thumbnail

Wrightsoft - Manual J / Manual D

If you use Wrightsoft to calculate loads or design ducts, you likely have questions.  Get answers…See More
5 hours ago
john mitchell joined Christine Hazelbaker's group
Thumbnail

Air Conditioning Contractors of America

ACCA is a non-profit association serving more than 60,000 professionals and 4,000 businesses in the…See More
5 hours ago
john mitchell joined Robyn Hall's group
5 hours ago
john mitchell joined Leslie McDowell, BPI's group
Thumbnail

Building Performance Institute (BPI)

BPI is the nation's premier standards development, quality assurance and credentialing organization…See More
5 hours ago

© 2015   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service