04 Jun Business Advisory Reboot with Ron West – Everything You Wanted To Know About CRM: But Were Afraid To Ask Webinar 6/4/2020
This weeks host was Ron West, president of Business Brokerage Press and founder of Deal Studio. Ron spoke on “Everything You Wanted To Know About CRM: But Were Afraid To Ask” in which you will learn:
- So, what is a CRM… really?
- A brief history on CRM solutions and their use in our industry
- What are the key components you should look for in a CRM
- How a Business Advisory CRM should work for you
- How a CRM should interface with your back end/back-office systems
- Is there a difference in a CRM implementation for Sole Practitioners vs. an Office Team environment?
- Do I need a CRM… really?
This webinar is packed with ideas and information that you can use to determine the best CRM solution for you or take your existing implementation to the next level!
