CRM- Customer Relationship Management

Intelligent Customer Engagement with CRM (Customer Relationship Management)

October 4th, 8am-Noon

Every business transaction involves a relationship with a customer. A CRM gives you the tools to keep those relationships strong and improve your sales, marketing, products, and services.

Learn to use cloud-based technology to connect better with customers and transform your business. Leverage digital data to improve efficiencies, reduce costs, transform what is delivered and retain customer.

In this workshop you will explore:

* What a CRM is

* The top CRMs available today

* Hands-on Learning with Microsoft® Dynamics CRM

o Working with Dashboards

o Using Business Processes

o Creating Forms

o Tracking Activities in the Social Pane

o Working with Opportunities

o Working with Leads

o Running Reports

o Outlook Integration

* A Q&A session with CRM experts from Tribridge