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

Green Training USA posted an event
Thumbnail

Proctor’s Without Borders at Online

July 29, 2015 to August 7, 2015
Complete your training at your own pace and take exams when you want and where you want. No…See More
28 minutes ago
Gar Swaffar commented on Gar Swaffar's blog post Cost of using a BPI QCI?
"Ip.s., I would presume there will be a difference between the Left Coast and nearly everywhere else."
19 hours ago
Gar Swaffar posted a blog post

Cost of using a BPI QCI?

I'd like to find out if there is a consensus on a rule of thumb cost of a QCI onsite for…See More
19 hours ago
Gar Swaffar is now a member of Home Energy Pros
19 hours ago
Colin Genge posted an event

Infiltration and Duct Leakage with BPI at Online

July 30, 2015 from 1pm to 2pm
Blower door and duct test requirementsCalculating resultsCertification optionsTest preparation and…See More
21 hours ago
Stacy Hunt posted an event

Volunteers needed for the upcoming U.S. Department of Energy Solar Decathlon in Irvine, CA at Orange County Great Park

October 8, 2015 at 11am to October 18, 2015 at 7pm
Volunteer for the upcoming U.S. Department of Energy Solar Decathlon 2015, taking place Oct. 8-18…See More
21 hours ago
Kim Tanner posted videos
yesterday
Don Fitchett posted a blog post
yesterday

© 2015   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service