SMPS Build Business 2018 CRM Mind Exchange Roundtable 09/26/2018 Courtney was honored to be asked to lead the CRM Mind Exchange Roundtable at Build Business in San Diego, CA. The group of twenty-something attendees enjoyed an interactive session to discuss best practices surrounding Client Relationship Management (CRM).
Courtney was honored to be asked to lead the CRM Mind Exchange Roundtable at Build Business in San Diego, CA. The group of twenty-something attendees enjoyed an interactive session to discuss best practices surrounding Client Relationship Management (CRM).
Small Firms Can Make a Big Impact 09/18/2018 It is our desire to provide our clients the live the working lifestyle they want, free from the stress of a CRM system while allowing our employees the ability to live the lifestyles they desire. This deep rooted why has inspired us to embark on a very personal journey as a CKC team.
It is our desire to provide our clients the live the working lifestyle they want, free from the stress of a CRM system while allowing our employees the ability to live the lifestyles they desire. This deep rooted why has inspired us to embark on a very personal journey as a CKC team.
CRM Users Group Recap - September 09/17/2018 Our September CRM User’s Group addressed the ultimate CRM responsibility in a firm, record ownership & maintenance, best practices for user adoption, recommended steps during CRM setup and the biggest CRM pitfalls.
Our September CRM User’s Group addressed the ultimate CRM responsibility in a firm, record ownership & maintenance, best practices for user adoption, recommended steps during CRM setup and the biggest CRM pitfalls.
A Leader with a Dream 08/29/2018 If you were to ask a random handful of people to list the characteristics of a great leader, you’d probably get a standard list of responses but for me, the most important characteristic of all would be the ability to dream.
If you were to ask a random handful of people to list the characteristics of a great leader, you’d probably get a standard list of responses but for me, the most important characteristic of all would be the ability to dream.
