Best Practices for CRM Implementation

CRM Foundations Part 3: A Beginner’s Guide to Customer Relationship Management

This session will explain best practices in setting up a new CRM system to make the process easier and more efficient for your business. This is a great starter session for those who are just beginning to use Customer Relationship Management in their business or career and want to make sure that everything is in place before you begin to use the tools. This is a critical step in successful CRM use because having the pieces in place makes it so much easier to use and grow. Remember, this class is free for veterans and military family members. Use promo code vetbizskills to unlock the course without cost.

ABOUT THE INSTRUCTOR
Ellen Williams, CEO, The Salient Strategist

Ellen is a respected CRM expert with 30+ years of experience in data management and efficiency optimization. Her career spans tech, strategy, delivering impactful results for businesses. She is a skilled trainer for entrepreneurs and for those exploring new career opportunities that may include CRM management. Join us for this series with Ellen and explore your potential for business growth and career advancement.