From Evaluation to Deployment: CRM Best Practices and Tools to Getting the Right CRM in Place

Learn how CRM can be successfully deployed across your organization.  We'll show you how companies are using SugarCRM for tracking leads, logging meetings and activities, and managing cases.  Also, learn how the integration to QuickBooks and mobile capability make all your necessary customer data accessible from anywhere at anytime.

In this webcast, we will cover:

  • Steps to starting the CRM evaluation process
  • Why CRM flexibility and scalability are important to consider
  • How companies are using SugarCRM successfully for managing customers, sales, activities, and cases while on the road or at the office
  • How the QuickBooks integration for SugarcRM connects the dots from lead creating to close with visibility into invoices, items, and more. 

Who should attend/What will they learn:

Business Owners, executives, and consultants looking to implement a CRM solution that is cost effective, scalable, mobile friendly, and integrates with their accounting system.  

Event Date: August 6, 2014

Event Time:  10:00 - 11:00 AM

Event Timezone: Central Daylight Time (CDT)

Speaker: Amanda Anderson, Marketing Manager, Epicom 

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