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  1. CRM Users Group Recap - February

    02/14/2019
    On February 14th, several attendees celebrated the day of love by calling into the CRM User Group to hear from Laura Hernandez, Marketing Business Development Manager at Shreve Land Constructors, LLC as she shared how to get operations involved in CRM.
  2. Elevate 2019

    Elevate 2019

    01/31/2019
    In this hands on workshop, we covered best practices, optimization, data integrity, maintaining data with reports, user adoption and more. Check out a high-level recap of the sessions.
  3. CRM Users Group Recap - January

    01/11/2019
    On January 10th, several attendees called into the CRM User Group to hear from Jessica Shipley, Marketing Manager at The Beck Group as she shared how they use their CRM system to track marketing objectives and strategies.
  4. 2019 User Group Calls Revamped

    2019 User Group Calls Revamped

    01/01/2019
    Attendees can look forward to new and improved meetings in 2019 where industry professionals lead topics and share tips that have been successful for their firm. Join the calls to learn and share lessons learned/best practices, favorite features and pain points about your CRM system with a group of supportive and trustworthy users from across the country.

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