CRM Systems for Small Business

Fundamental Concepts of Customer Relationship Management (CRM) Platforms

According to Forbes, a CRM is an excellent tool that allows companies to increase not only their customer satisfaction but also their efficiency and profits. If you have never used a CRM before it can feel like an overwhelming task. Join us for an informative and insightful discussion on the fundamentals of CRMs.

Our program will cover:

· What is a CRM? · Why Your Business Needs It? · Basic Elements of a CRM System: Leads, Contacts, Accounts, Deals, Activities, and Campaigns · Best Practices on How to Leverage the Platform

Speaker: Dilip Sadh, Managing Director, Strategic Partnership, K&C Partners LLC