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

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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/

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