Customer Relationship Management Process and Strategy

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Are you in the business of helping people? Of course you are even if you don't deal with customers face to face. Anyone can benefit from improving their customer relations which ultimately improves the bottom line.

We'll cover basic and advanced pointers for customer relationship management. We'll have a question and answer session as well. We welcome open dialogue as business owners from different backgrounds and in different industries can offer some surprising tips you never even thought of.

We will also be covering:
-Identifying leads in your CRM
-Customizing your CRM to your business
-Tracking the full customer life cycle
-Improving sales forecasting
-Protecting your customer data

It is advisable that you have some working knowledge of CRMs or at least know the basics. Please bring a laptop. We will be connecting to the free Wifi. Please have one of these browsers already installed on your computer before arriving:
( or Firefox (

Sandra Pierce is VP of Commercialization at Cheap Auto Insurance ( an online insurance comparison and technology company. Before joining the company on the East Coast she lived most of her life in Salt Lake City. She holds a MBA and speaks three languages fluently.

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