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


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

Alfie Davis posted a photo

Handschuhe im Wandel der Zeit

Im Laufe der Jahrhunderte haben sich #Handschuhe zu dem entwickelt, was sie heute sind:…
1 hour ago
Dennis Heidner replied to Rod Fox's discussion Utility Meter Accuracy
"For Rod, second part... When I see really large electric services... my first reaction my be…"
11 hours ago
Dennis Heidner replied to Rod Fox's discussion Utility Meter Accuracy
"Rod,  I did see earlier that you had calculated the loads.  The key is even though a…"
12 hours ago
Grzegorz is now a member of Home Energy Pros
17 hours ago
Rod Fox replied to Rod Fox's discussion Utility Meter Accuracy
"Dennis, that's a ton of useful info and it will take me a bit to fully assimilate those…"
17 hours ago
Ben Haas replied to Rod Fox's discussion Utility Meter Accuracy
"Yup..... 1200 amp service to the compound.....  3 -400 amp panels, all single phase since 3…"
Walter Ahlgrim replied to Rod Fox's discussion Utility Meter Accuracy
"The more I think about it if the problem cannot be the current transformers reading small loads,…"
Dennis Heidner replied to Rod Fox's discussion Utility Meter Accuracy
"Note to readers 0.5A instead of 5A for reading with A/D.... the edit to correct that didn't…"

© 2015   Created by Lawrence Berkeley National Laboratory.   Powered by

Badges  |  Report an Issue  |  Terms of Service