AutomatedService

Online Educational Series – Getting The Most Out of AutomatedService

PART 2 - Session 8 of 9 - Customer Relationship Management (CRM)

Stay in touch with your customer base by providing value and updated customer specific information and learn how to enter sale leads that turn into opportunities.

Get insight to:

• Setting-up AutomatedService CRM to generate meaningful mail groups for distribution via email or direct mail

• Quick entry of valuable sales lead data for new prospects and existing customers

• Quick export and import functionality for marketing to prospects and customers

Session 8 includes:

• Contact List Generator

• Mail Groups

• Lead Entry

Free to Client Care Customers: We encourage all of our customers to take advantage of this valuable program!! Tuition is free of charge for customers with Client Care support contracts. Cost is $120.00 for customers without a Client Care support contract.

*NOTE: All class times are listed in Central Standard Time!