During this webinar, Rick Coffey will walk through an 8 Step Plan for best practices on switching from sticky notes and spreadsheets to a club focused CRM.
We recently held a webinar with Rick Coffey, Product Specialist for the CRM at Clubessential, to learn 8 steps that clubs can use to help migrate away from using sticky notes and Excel spreadsheets.
Data mining has become crucial in this day and age to help increase both current Member satisfaction as well having a streamlined sales process for membership sales.
In case you missed the live webinar, you can check out the recording to learn:
- What types of data should be collected in order to have a best-practice CRM system
- What is the #1 sales tracking tip Rick has seen across the country
- Why a CRM is much more efficient and powerful that using spreadsheets and sticky notes
- How to have monthly committee/Board reports available for printing within 2-clicks