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)

Photos

Loading…
  • Add Photos
  • View All

Latest Activity

Profile IconTirso De Ubago, Hamed Ghanbari, Bob Eldredge and 1 more joined Home Energy Pros
2 hours ago
Hamed Ghanbari replied to Brian's discussion Everything you need to become a energy auditor for sale in the group Energy Auditing Equipment for Sale, Trade or to Purchase
"Hello, I am interested to buy a Minneapolis Blower Door DG700. How much is your unit? Thanks. "
6 hours ago
Hamed Ghanbari joined allen p tanner's group
Thumbnail

Energy Auditing Equipment for Sale, Trade or to Purchase

Discuss the pros and cons of the equipment you are interested in prior to purchase. Post equipment…See More
6 hours ago
Colin Genge updated an event
Thumbnail

Measuring HVAC Performance webinar at Online

February 23, 2016 from 11am to 12pm
If you install, service or test HVAC systems you will want be there for this special webinar.…See More
9 hours ago
Colin Genge updated an event
Thumbnail

Testing for IECC Code Compliance for duct and house leakage webinar at Online

February 16, 2016 from 11am to 12pm
The International Energy Conservation Code (IECC) is in use or adopted in 47 states, the District…See More
9 hours ago
Jan Green posted a status
"I'm honored to be selected to speak at the 2016 RESNET Conference right here in sunny Scottsdale 2/29-3/2/16 with SRP & others!"
11 hours ago
Joe Konopacki posted an event

Duct & Envelope Tightness (DET) Verifier at Temperature Equipment Corporation

February 26, 2016 from 8:30am to 4:30pm
The Duct & Envelope Tightness Certification (DET) was designed by the Midwest Home Performance…See More
12 hours ago
Diane Jackson liked Don Hynek's discussion Superinsulation retrofit is Complete!
13 hours ago

© 2016   Created by Lawrence Berkeley National Laboratory.   Powered by

Badges  |  Report an Issue  |  Terms of Service