Ticket
CRM Software Seminar San Francisco
Manage a business?
Don't have a CRM?
This seminar is for you!
Join this seminar to learn how integrating sales and finance processes helps automate your business and conserve your most valuable resource, time!
This seminar is for business leaders and software enthusiasts.
See other events:
Accounting Seminar
Wednesday August 14
9:30am - 1:30pm
In this seminar you will learn how to make the most out of accounting software and what to look for when selecting the right solution for your business.
Price:Free
Odoo Tour - San Francisco
Thursday September 5
6:30pm - 9:00pm
The Odoo Tour showcases software solutions developed by Odoo during the multi-city unveiling event of our newest version: Odoo 12
Price:Free
Update: To keep this training small and informative, we are limiting attendance to a maximum of 50 participants.
Objectives:
This seminar is a practical guide for business leaders to discover how to optimize the efficiency of your sales process using software and automation! We will show how CRM tools can help you gain insights on the performance of your sales team, reduce the time of your sales cycle, and empower your team to get more work done in less time!
In this seminar you will learn about
- Timing - When does it make sense to adopt a CRM (or switch to a new one)
- Criteria - How to select the right software for your team's evolving needs
- Action - How to get started with something today for free
- Sales Reps - Best practices for using a CRM day to day (or training your sales team)
- Management - Best practices for CRM oversight & reporting
- Value - Understanding how to drive actionable insights with a CRM tool
Seminar pass includes:
1.5 hour training seminar
Free lunch and coffee during the event
Requirements:
This seminar is designed for business owners and leadership interested in expanding their knowledge of software tools and best practices. Feel free to bring your own laptop (Wi-Fi is provided) as well as the current CRM software you are using (if any). Demonstrations will be done using Odoo CRM, however concepts can be applied to any sales tool.
Note: Registration is required to attend the seminar, click the link above to reserve your seminar pass.