Strategies Group

Webinar: Unlock the Power of CRM

Go further than ever before with Acumatica CRM

Go beyond the basics of entering clients and contacts and unleash the full power of CRM! See how other CRM users are leveraging the power of custom proposals, marketing campaigns, workflows and integrations to gain more visibility and clarity for their business.

Attendees of this webinar will learn how to:

  • Deploy workflows to reduce manual efforts and free up staff to focus on what matters
  • Understand setting goals and Key Performance Indicators to gain critical insights into your sales pipeline
  • Capture a holistic view of your sales & marketing efforts with the use of Acumatica marketing campaigns
  • Connect your CRM system to an ecosystem of best-in-class solutions

When: Wednesday, February 20th, 1pm et
Where: Register on the side of this page to receive a webinar link
Schedule: 30-minute live panel | 10-minute Q&A

Presented By:

Daniel Collins
Strategies Group
CRM Consultant

Daniel attended school at Beloit College in Wisconsin where he received a Bachelor’s Degree in Public Health. He has an analytical mind that loves finding logical solutions to illogical problems to improve business efficiency. He enjoys being able to provide value to clients by providing scalable solutions and effective automation to commonly found issues. Daniel loves being able to spend time with his wife, daughter and German Shepherd when he is not at work. He also enjoys playing any sport from Basketball to Soccer to Rugby. Daniel loves following Atlanta United FC and attends games whenever possible.

Graham Gardner

Strategies Group

Director of Marketing

As a project manager on various marketing campaigns, Mr. Gardner stresses the use of collaborative communication to foster a more inclusive conversation. Focusing on relationships and personal connections, Graham advocates for providing clients with meaningful content to create long-term relationships. Graham believes in utilizing digital marketing best practices to establish consistent branding and messaging across all company platforms. Graham previously served as an Executive Member (Treasurer) on the Board of Directors for the Society of Marketing Professional Services (SMPS) of Atlanta. Graham and his wife spend their free time watching sports and enjoying nature with their dog Murphy (@Murph_The_Doodle on Instagram!)

Strategies Group

Strategies Group

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