Strategies Group

Staying Plugged In: How CRM can keep you up to date on your clients

Curious about why more and more business executives are investing in Customer Relationship Management (CRM) software? Wondering what it can really do to help your business? 

Listed to our webinar demo to learn how to use Acumatica CRM to provide a 360-degree view of customer interactions. Acumatica provides a single place to record and  capture emails, tasks, and a number of other events – all by creating a single source of truth.

This webinar covers:  

  • How Acumatica can keep you up to date on your clients and the efficiency of having one platform for all of your business processes 
  • A walk-through of the life cycle of a contact in Acumatica CRM from a lead to an opportunity to a project to close 

Where: Register to receive a recording of the webinar

Length: 20 Minute demo

 

Presented By

Daniel Collins
Director of Operations | Strategies Group

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.

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