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CRM for Professional Services, People, and Processes

Gain the support, empowerment, and inspiration you need to succeed.

Two of the Society’s thought leaders have joined forces and written a book! And in March, they’ll join us to share their experience and expertise when it comes to the client relationship management (CRM) process.

This complimentary learning lab for SMPS members will empower leaders to take ownership of their company’s data and set the tone for a company-wide culture of data stewardship. This lab is perfect for everyone—whether you are at the beginning of your CRM journey, in the middle of evaluating solutions, or have a system you’re maintaining or improving.

Businesses with a poor CRM process fail and perish. Do not let that happen to your company. Be a leader that acts and champions your firm’s process and data. After attending our learning lab, you’ll be ready to:
• Roll out data roles for each employee with specific KPIs tied to their annual reviews for accountability
• Take the time to document your CRM process, and train employees at all levels to make data-driven decisions
• Discover how data is a valuable asset and renewable resource that must be protected

Mar 10, 2022 12:00 PM in Eastern Time (US and Canada)