Unlock the Power of 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 marketing efforts with the use of marketing campaigns
- Connect your CRM system to an ecosystem of best-in-class solutions
** This webinar will demonstrate CRM best practices utilizing the Acumatica and Salesforce CRM platforms.
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
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.
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!)
Principal, Business Process Consultant
As a business process consultant, Scott spends most of his time working closely with clients designing and implementing their ERP and CRM software systems with an emphasis on industry best practices and Continuous Process Improvement (CPI). Scott’s overall pursuit is to add value to organizations, blending pure analytics with a form of “Business Artistry” to assist clients in capturing the essence and inherent intellectual property of their respective organizations.