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Webcast: CRM: How to Organize Clients, Leads and Automate Sales and Operations (CAMCRM16)
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6/30/2016
When: 06/30/2016
10:30 AM until 11:30 AM
Where: Webcast
CALCPA
4163191A
United States
Presenter: Dennis Gentles


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AcronymCAMCRM16
CPE1 hour
VendorCalCPA
Category
Management
LevelBasic
PrerequisiteNone
Adv PrepNone
Who should attend CPAs, financial advisers, attorneys, insurance and other professionals who would like to refresh, refine or expand their knowledge about the use of cloud-based software technologies.
Members$30
CPA Non-Members $50

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

This course will provide an overview of customer relations management (CRM) software; how it's used to manage contacts and leads; why it's important to track your interactions; and the benefits of sharing this data with all departments concerned within your company. We will also discuss how CRM integrates with your email and how to access your data from anywhere via a mobile platform.

Materials are provided as an ebook.

Objectives

  • Determine what is customer relations management.
  • Determine how to manage leads and contacts electronically.
  • Determine how to track interactions and share them with a team.
  • Identify how CRM Online software integrates with Office 365 in the cloud.

Topics

  • Cloud computing
  • Microsoft Dynamics CRM Online

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