Is Your CRM Performing Like A Rock Star or an Amateur?
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Determine whether your system is underrealized and why, and how to optimize so it really sings! Many institutions approach CRM with an urgency to meet a specific business challenge, but then find they ...
Determine whether your system is underrealized and why, and how to optimize so it really sings! Many institutions approach CRM with an urgency to meet a specific business challenge, but then find they don’t have the luxury to spend time evaluating and optimizing other processes that may be considered secondary or not mission critical. Organizations may not even realize that they have inefficient lead qualification or followup approaches, or perhaps they are struggling with user adoption, or maybe they are using the system but not responding and optimizing their relationship practices based on the actionable data being provided? This session will help you determine whether you are underrealizing the full potential of a very valuable tool and provide painless approaches to move you in the right direction. We provide leading questions to determine whether or not your system is performing optimally for your organization, and use peer examples and best practice approaches to provide you with ideas to more fully leverage your system.
Associate Director of Graduate Studies
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