CRM Workshop Coming to Chicago

Thursday, September 6, 2018
Discover why hundreds of Architecture, Engineering and Construction firms have optimized their business development results by choosing a CRM (Customer Relationship Management) specifically built for them.

**If you are not in the Chicago area and would like this workshop brought to your firm or your area, please contact us .
Session 1 CRM Optimization 8:30 - 11:30 am
Light breakfast and lunch included 
Session 2 Cosential Optimization 12:30 - 3:30 pm
Lunch included

The world of CRM is vast and complex regardless of the system you use or don’t use. Attend this session to take a high-level look at the strategies, processes, and management that goes into a successful CRM system.

This session is beneficial for those thinking about getting a CRM system, preparing to purchase one, currently in or completing implementation and for those in maintenance mode or looking to revamp, refresh or re-implement.

A successful CRM incorporates all departments through effective communication and an outlined process. As is true with all technology, it should work for us not put us to work for it.

Learning Objectives:
  • Understand how to properly evaluate CRM platforms
  • Discover what steps need to be taken prior to implementation 
  • Understand the right structure to support implementation success
  • Discover solutions for interdepartmental collaboration and long-term success
  • Learn how to remove the sting from typical training pains 
Dive into Cosential and discover tips, best practices, and uses of the system to optimize operations. In this three-hour training, participants will review the core functionality of Cosential including a complete picture of how to best track your firm’s connections, interactions and history with clients.​

Learning Objectives:
  • Enhance your use of each of Cosential's core modules
  • Build a customized home page dashboard that impacts your firm
  • Maximize the use of workflows for efficient communication
  • Learn how to maintain and protect your data integrity 
  • Obtain best practices and valuable tips to improve your experience
  • Review new features and how to best capitalize them
Register Now!
Details
Location
Rates
Bulley & Andrews
$250 per session
1755 West Armitage Avenue
Chicago, IL 60622​
$50 discount per session for CKC Clients
Limited seating on a first come, first serve basis
Register Now!
One-on-One Sessions
Need focused time with Courtney?
Customized, On-Site Cosential Training 
Ckearney Consulting is offering on-site training sessions customized to how your firm uses Cosential. Topics are determined by you; typical topics cover CRM 101, OFA (Overall Firm Administrator) features, a targeted session for BD/Marketing or a session to dive-deep into a specific feature like dashboards, opportunities/pursuits, reporting or contact management.
On-Site CRM Overview or Expert Advising for Leadership
Courtney is available to spend time on-site with your leadership or decision makers, if you need an outside, subject matter expert to assist with getting the final buy-in for a CRM system. She is available to do a "non-sales pitch" overview of your CRM system of choice from a user's point of view.
Sessions available Wednesday, September 5th and Friday, September 7th.
Secure Your Session Now!
About the Instructor
Courtney Kearney, CPSM
Mom & Data-loving Marketer

As a self-proclaimed #DataLovingMarketer, Courtney brings her marketing skills, education and experience to the technical world of databases, processes and numbers. She is a thought leader on the topic of CRM within the A/E/C industry; she has spoken at numerous events, facilitated round-table discussions, led webinars and presented at both regional and national conferences. 


In 2009, Courtney founded the DFW CRM Users Group which quickly gained credibility and popularity far beyond the reaches of Dallas/Fort Worth as a National Users Group. The group still meets, click here to join the next call.
Learn More