Follow Up for Success - Let's look at CRM (Customer Relationship Management

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SCORE Office Thousand Oaks

516 Pennsfield Place Suite #206

Thousand Oaks, CA 91360

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In this workshop, we will look at a few ideas to help keep your follow-up process on track. Plus, we will take a look at a cool tool.

About this Event

Sales and nurturing your leads takes time and effort. For most service-based businesses, your time is better spent helping your customers. What if you could automate some of your sales steps?

In this workshop, we will look at a few ideas to help keep your follow-up process on track. Plus, we will take a peek at a cool tool that can keep you organized throughout the sales process and automate some of the repetitive steps. Having a system in place can save you time and build a better relationship with your leads and customers.

Following up is the key to gaining and keeping customers. Using a CRM (Customer Relationship Management tool) to help you stay organized, focused, in contact and on top of your sales cycle can be a game changer.

We will look at ways to:

• Automated lead follow-up

• Revive dormant customers

• Schedule appointments with out the back and forth

• Deliver and Track quotes and invoices

• Create an online payment system

Date and Time

Location

SCORE Office Thousand Oaks

516 Pennsfield Place Suite #206

Thousand Oaks, CA 91360

View Map

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