Upcoming Events & Webinars
Click on any link to see detailed information or to register.
Webinars - online presentations
- RedHorse CRM -
The ultimate advanced CRM and Business Management system.
Wednesday, January 21,
3pm PST
Wednesday, January 28,
3pm PST
As a solutions provider, TeamAutomation offers multiple product solutions and is
proud to announce the addition of RedHorse CRM as a primary choice in our list
of CRM offerings!
With today's plethora of CRM 'solutions' on the market, you have the copy-cats
and you have the leaders... so what defines a leader in the CRM world?
In our case, we believe there is a significant void being left for existing
GoldMine users. While we respect the history of the GoldMine product in the
market, we also believe there's a "better-way".
- Growing your Business Series -
An interactive presentation and discussion regarding increasing your business
revenue by increasing your customer base.
- What is my customer base?
- Where do I find the definition of my "perfect customer"?
- The Pareto rule, aka: 80/20 rule and how does apply to my business?
- How do I find prospects like my perfect customer?
An interactive presentation and discussion regarding increasing your business
revenue by utilizing CRM systems.
- "Types" of CRM Systems.
- Getting your data into your CRM.
- Communications with CRM systems, E-mail, Letters and telephone calls
An interactive presentation and discussion regarding increasing your business
revenue by utilizing quotation and proposal systems.
- QuoteWerks
- SageCRM
- GoldMine - using Word/Excel templates and merge forms
Providing Customer Service & Support
An interactive presentation and discussion regarding increasing your business
revenue by providing excellent customer service and support.
- HelpDesk
- SageCRM
- GoldMine Premium Edition - case management
Analyzing the Data
An interactive presentation and discussion regarding increasing your business
revenue by providing data integrity and analysis processes. Determining - what's
in your database.
- MasterMine
- Stonefield Query
- Crystal Reports / Business Objects
- Sales Forecasting
- Other statistics
Business Intelligence - What is your B IQ?
An interactive presentation and discussion regarding increasing your business
revenue by providing understanding and acting upon the RIGHT information, WHEN
you should and BEFORE issues arise.
- Pulling it all together
- How to know what "DIDN'T" happen!
- Workflow in SageCRM
- Task Centre / KnowledgeSync
- SQL Reporting tools
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