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Leverage Your CRM

March 13, 2023 10:00 AM - 1:00 PM (EDT)

Description

Course Description

Technology is a must in business today. Customers demand organizations to be always on the top of their game. No matter the specific focus of your business, it’s important to keep detailed records of interactions with prospects and customers. Customer Relationship Management (CRM) tools allow us to do this. Using a CRM is not the easiest thing for people many times…which leads to a decline in the customer experience.

Throughout this course, we will explore the importance of CRMs and how to leverage them for a world-class customer experience. We will cover from selecting a good system through better using the functions your system has. Your CRM can help you rapidly build your business while maintaining your relationships and centralizing your data.

Objectives:

Upon completion of this course, will be able to:

• Define what a CRM is

• Understand the importance of a CRM

• Identify your business requirements for a CRM

• Understand how to select a CRM

• Understand how to keep your contacts updated

• Understand how to setup a buyer drip campaign

• Understand how to setup a seller drip campaign

• Understand lead websites

• Understand CRM integrations

• Describe how automation features enhance the customer experience

Time

INSTRUCTOR: Brian Woods

Location

Zoom

This class link/registration will be coming from Team Education please check your inbox, junk, & other just incase. Please make this email SAFE for future classes. You will need to click on the link to log in and register with your License # then you will receive the zoom link for the class. Please make sure you do this about 10-15 minutes prior to the class beginning to in case you have any issues.


If you have questions, please let me know.

Pricing

This is a Member Only Class and it requires you to log in to take the class!

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Contact Information

East Polk County Association of REALTORS® | EPCAR
Name: Melody Kassay
Phone: 863-294-3163
Email: melody@epcar.com
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