Society for Marketing Professional Services Research Triangle Chapter
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CRM: An Insider's Perspective

 
Location: Date:
McKim & Creed
1730 Varsity Drive, 5th Floor, Training Room
Raleigh, NC 27606
Tuesday, Mar. 16, 2010
8:00 AM  - 11:00 AM
Details

Today we need to work smarter, not work harder. With budget cuts and fewer people on the payroll, many people are left wondering, "How am I ever going to get everything done?" Part of working smarter is building an efficient CRM system to collect, organize and track information about your clients and their upcoming opportunities, prospects and their potential projects, business development activities and leads. CRM systems are also used to analyze the effectiveness of marketing strategies and hone efforts to maximize revenue potential.

 

Please join SMPS for a half-day workshop that will explore new ways to build an effective CRM system for your company. We will focus on three primary components of an effective CRM program: 1) Implementation and Planning, 2) Marketing and Motivation and 3) Maintenance.

 

Jennifer Barker, CPSM, Marketing Manager with McKim & Creed, has over a decade of experience managing CRM systems. Jennifer will share useful tips and strategies on ways to avoid CRM pitfalls, gain management buy-in on utilizing CRM functions, inspire new users and share successful insights on using and improving your CRM program. Valoree Eikinas, PE, LEED AP serves as Principal and Director of Building Structures and Land Development at Mulkey Engineers & Consultants. With more than 20 years of engineering, management and client development experience, Valoree offers a wealth of knowledge from her experience using CRM data management systems.

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