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Bob Sullivan, InfoGrow

Well-Executed Follow-ups with Dynamics CRM

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CRM for Success is the monthly webinar series that we kicked off for 2014. This series is exclusively for CEOs, CMOs, and CSOs. Each month we will provide you with the management insight necessary for maximizing the expected benefits of CRM. We stay on-point and keep the sessions short. CRM for Success is offered every third Thursday of each month at 1:00 p.m. EST and will last 20 minutes. Each installment will focus on one key issue, plus we allow time for Q&A on the CRM topic presented or any other CRM question you may have.

March’s installment focused on -Well-Executed Follow-ups. It covered follow-ups for the right reason, at the right time, using the right method, as well as activities created by workflows and “renewal” opportunities. If you missed the live seminar, view the recording here.

We know that you are committed to success and strive to grow your organization. We will show you how to leverage Dynamics CRM in that effort.

Be sure to sign up for this month’s installment which will focus on Consistent Messaging throughout the Organization. We will go over work templates, email templates, workflow emails, articles and knowledge base.

by InfoGrow

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