What to know about CRM

Austin, Texas | January 17, 2019
2:00 pm - 3:30 pm

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Session Description 
Dive into the world of CRM (Customer Relationship Management) from evaluation, implementation, to long-term management.  A successful CRM incorporates all departments through effective communication and an outlined process. As is true with all technology, it should work for us not put us to work for it.  Learn how a proper CRM system can be the solution for interdepartmental collaboration and increased efficiency. 

Learning Objectives
1. Learn how to evaluate which CRM platform is best for your firm 
2. Discover what steps need to be taken prior to implementation 
3. Build the right structure to support implementation success
4. Remove the sting from typical training pains
5. Incorporate all departments for long-term success

Courtney presenting at SMPS Houston. Click photo or this link to check out all previous speaking experience as well as request her to speak at your office.

Details
Location
Rates
The Beck Group
$125 per person
$25 discount for CKC Clients
Limited seating on a first come, first serve basis

1108 Lavaca, Suite 520
Austin, TX 78701
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About the Speaker
Courtney Kearney, CPSM
Mom & Data-loving Marketer

As a self-proclaimed #DataLovingMarketer, Courtney brings her marketing skills, education and experience to the technical world of databases, processes and numbers. She is a thought leader on the topic of CRM within the A/E/C industry; she has spoken at numerous events, facilitated round-table discussions, led webinars and presented at both regional and national conferences. 


In 2009, Courtney founded the DFW CRM Users Group which quickly gained credibility and popularity far beyond the reaches of Dallas/Fort Worth as a National Users Group. The group still meets, click here to join the next call.
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