September 14, 2021 @ 5:30 pm – 6:30 pm

Fundamental Concepts of Customer Relationship Management (CRM) Platforms

According to Forbes, a CRM is an excellent tool that allows companies to increase not only their customer satisfaction but also their efficiency and profits. If you have never used a CRM before it can feel like an overwhelming task. Join us for an informative and insightful discussion on the fundamentals of CRMs.

Our program will cover:

  • What is a Customer Relationship Management Platform (CRM)?
  • Why Your Business Needs It?
  • Basic Elements of a CRM System: Leads, Contacts, Accounts, Deals, Activities, and Campaigns
  • Best Practices on How to Leverage the Platform

Speaker: Dilip Sadh, Managing Director, Strategic Partnership, K&C Partners LLC


Fee: No Cost