Watch this on-demand webinar for an overview and primer of CRM concepts and use cases for the beginners and operational staff wanting to improve alignment between sales, marketing, customer service and operations.

Webinar will cover:

  • Important concepts and terminology that define CRM operations
  • How CRM manages your future or potential business to allow you to execute advanced planning and revise strategic direction
  • An introduction to key metrics and KPI’s you may want to consider when assessing the state of your future business
  • Common elements of integration applied to improve cross team activities, reduce time spent on manual tasks and lookups and improve the effectiveness of customer facing activities