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

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

Profile IconWes Anderson, Jean-Paul and Bryan joined Home Energy Pros
17 hours ago
Dennis Heidner commented on Dale Stephens's blog post LED Lighting 24-month update 18,240 hours & counting
"Dale, good write up. For the landscaping bulbs,  if they had been T3 12V wedge bulbs,  I…"
yesterday
Brett Little commented on Tom White's video
Thumbnail

The Future of Housing - And How Airtightness Can Help

"It's very true! So many people and contractors have tons of insulated attics but no air seal…"
yesterday
Chris Leach replied to Richard Beyer's discussion "The Dangers of Using Spray Foam Insulation"
"The problems will surface soon enough . Why don't we take a second look at this over rated…"
yesterday
Don Fitchett commented on Tom White's video
yesterday
tedkidd replied to Bob Blanchette's discussion How does Cycles Per Hour affect real world AFUE?
"Want to spot a simpleton? It's a guy who thinks EE and comfort are disconnected.  Want…"
yesterday
tedkidd commented on Tom White's blog post Clean Energy Works Oregon: Total Home Performance
"Nice post Tom! I really like how he puts that. Leveraging interests so they can optimize…"
yesterday
Kent Mitchell commented on Tom White's blog post Clean Energy Works Oregon: Total Home Performance
"As a contractor in the region - we frequently wonder how/why you can be a non-profit?  Oregon…"
yesterday

© 2014   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service