SMPS-CHI Blog

CRM Workshop in Chicago by CKearney Consulting


When: Thursday, September 6, 2018
Where: Bulley & Andrews
1755 West Armitage Avenue, Chicago, IL 60622

Session 1
CRM Optimization
8:30 - 11:30 am
Light breakfast and lunch included

The world of CRM is vast and complex regardless of the system you use or don’t use. Attend this session to take a high-level look at the strategies, processes, and management that goes into a successful CRM system.

This session is beneficial for those thinking about getting a CRM system, preparing to purchase one, currently in or completing implementation and for those in maintenance mode or looking to revamp, refresh or re-implement.

A successful CRM incorporates all departments through effective communication and an outlined process. As is true with all technology, it should work for us not put us to work for it.

Learning Objectives:

  • Understand how to properly evaluate CRM platforms
  • Discover what steps need to be taken prior to implementation
  • Understand the right structure to support implementation success
  • Discover solutions for interdepartmental collaboration and long-term success
  • Learn how to remove the sting from typical training pains


Session 2
Cosential Optimization
12:30 - 3:30 pm
Lunch included

Discover why hundreds of Architecture, Engineering and Construction firms have optimized their business development results by choosing a CRM (Customer Relationship Management) specifically built for them.

Dive into Cosential and discover tips, best practices, and uses of the system to optimize operations. In this three-hour training, participants will review the core functionality of Cosential including a complete picture of how to best track your firm’s connections, interactions and history with clients.?

Learning Objectives:

  • Enhance your use of each of Cosential's core modules
  • Build a customized home page dashboard that impacts your firm
  • Maximize the use of workflows for efficient communication
  • Learn how to maintain and protect your data integrity
  • Obtain best practices and valuable tips to improve your experience
  • Review new features and how to best capitalize them

Rates
$250 per session
$50 discount per session for CKC Clients

Limited seating on a first come, first serve basis

Get all the details and register.

 

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