3-2: Secrets of a Successful Customer Relationship Management (CRM) Software
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3-2: Secrets of a Successful Customer Relationship Management (CRM) Software - a Hands-On Technology Workshop Using Insightly.com

Amy Payne

If you’ve had more than a handful of clients, keeping client records in your brain will not work long-term. What about after you’ve hired employees and have clients you’ve never met? Keeping track of a growing to do list is nearly impossible. You need a Customer Relationship Management software! I’ll introduce you to Insightly.com - and we will dive deep, customizing it for you. Bring your laptop and join me for a hands-on workshop!

Learning objectives:
1. Explore the benefits, features and pricing for Insightly
2. Set up Insightly for your business and customize it for your needs
3. Learn strategies for maximizing any customer relationship management system - even if you are using a software that’s not Insightly
4. Discover how to leverage CRM knowledge with your business productivity clients



Amy Payne

Amy Payne, CPO® started organizing in 2011 and is the owner of Lasting Order, a multi-person organizing and productivity business in southwest Indiana. With a compassionate heart and a listening ear, Amy patiently teaches and trains people in their businesses and homes. She also works virtually with business clients around the world to help them create efficient processes and maximize technology. Her greatest joy is seeing client reactions when they go from overwhelmed and stressed to finally experiencing freedom and peace! 


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