Events & Webinars

For the 30 minute “Overview / Introduction Training” – Click Here

 

Nimble – Social to Business – Clean and Simple Contact Management

Join us to see how Nimble provides Contact Management, Unified Communications, Activity Management and SOCIAL LISTENING to provocde your organization with powers to win.

You will see how the experts seem to “know” what you’ve said and been talking about.  Ever gotten an advertisement that seemed eerily familiar with something you said an hour ago?  That’s social listening!

Nimble is the Social CRM tool for today’s growing businesses.

Cloud based so no hardware to maintain or purchase.  Available from anywhere you are.

 


SugarCRM – Campaigning with SugarCRM, Targets and TargetLists

 

Campaigns are upon us but not the kind build businesses with.  Using Campaigns in SugarCRM allows you to reach people more consistently, with better predictability and measurable results.

We will be showing how to plan, setup and execute marketing initiatives using the tools in SugarCRM.

Learn how the “big data” houses continually seem to win at the marketing game.  Learn how you can focus in on targets from your database.

Join us, enjoy and grow your business.

 


Zoho CRM Automation – Workflow

 

Zoho Automation is Workflow and your invisible employee and teammate.

Workflows are features found in the Professional and Enterprise editions of Zoho, and they enable you to automate repetitive tasks to help increase efficiency and ensure business processes are followed. With each workflow you set up in ZohoCRM, you can define a set of conditions to be met and any combination of alerts and actions to trigger once the conditions are satisfied.

This is a Semi-Technical Session, we’ll show how YOU will enable and implement Workflows.

JOIN US and LEARN HOW, increase your team adoption today.

 


Nimble – Mining the Social Stream

 

Nimble is the Social CRM system for many socially active organizations.  By social we mean monitoring the social channels like Twitter, Facebook, LinkedIn and others.

We will be showing how you can use the tools in Nimble to mine valuable lead information from those streams.  You will learn how to build your following by following others and connecting like you have never imagined.

We will provide helpful hints on how to double your followers – and therefore your marketing “eyes” – in the next 30 days.

After registration for the webinar, you will have the opportunity to sign up for a FREE 30 days evaluation of the SCRM product – Nimble for those businesses moving quickly and swimming downstream

Join Us and Build Your Business through Integrated Marketing.

 


inBOX25 with SugarCRM – Marketing Analysis

 

By using inBOX25 directly within your SugarCRM environment, you will be able to create, target, deliver and analyze your marketing campaigns.

You will be provided with a depth of analytic knowledge you never new existed.

Thousands of companies use SugarCRM and inBOX25 to deliver high impact email marketing to their customers and prospects.

With registration for the webinar you will receive a FREE account and be able to use it immediately.  This isn’t some minimalistic account, its 500 email credits to use as you see fit.

Join Us and Build Your Business through Integrated Marketing.

 


Zoho CRM – Creating and Managing Successful Marketing Campaigns

 

Building a successful marketing campaign entails communicating to many people with the correct information at the correct time.

Using Zoho’s Campaign management tools, you will be in a position to excel in the marketing world.  You will  be able to target your message, measure responses and direct your messages to those that fit your “best customer” profile.

Join us…. 45 minutes and you’ll be glad you did.

If you’re not a Zoho user, visit https://www.teamautomation.com/products/crm/zoho and sign up for an evaluation today

 


SBA Radio Interview

Building Your Business by Building Your Customer Base

On September 20 Randy Tucker, Founder of TeamAutomation spoke with SBA Radio hosts Caz Taylor and Rubin Garcia about growing businesses and a few of the challenges owners face.  TeamAutomation has assisted businesses in Los Angeles and Ventura counties for 23 years sharing techiques that build success.

They discussed how, as business owners and leaders we many times struggle to identify who we should be marketing to for future business.   With the deluge of information and marketing services available, Randy discussed how to make sense of your marketing direction and save money along the way.

  • Here about discovering where your next best customers are in your system
  • Learn to use your existing data to locate new business
  • You will hear about simple tools to get you on your way
Randy and the team have used these techniques for a number of years to assist customer with business growth.
Spend 15 minutes of your morning to learn a  few tips that will allow your business to accelerate.

Listen to the SBA Radio Interview now.

 


SugarCRM Overview / Introduction for New Subscribers  – COMPLEMENTARY

These webinars are intended to help new subscribers with the modules, screens, functionality and a brief overview of administration of SugarCRM.

You should have received and invitation from your TeamAutomation account representative prior to the webinar.  It is recommended that you follow the instructions in the e-mail notification.

If you have not spoken to a representative or have not registered, please contact us to choose the webinar date that best fits your schedule.

 


Nimble sCRM Overview / Introduction for New Subscribers – COMPLEMENTARY

These webinars are intended to help new subscribers with the modules, screens, functionality and a brief overview of administration of Nimble sCRM.

You should have received and invitation from your TeamAutomation account representative prior to the webinar.  It is recommended that you follow the instructions in the e-mail notification.

If you have not spoken to a representative or have not registered, please contact us to choose the webinar date that best fits your schedule.