SMPS Houston

Thank you for attending Courtney's CRM session!
  • As a token of appreciation here are some additional resources to expound on what was shared in the presentation.
CRM Evaluation Resources
Maintenance Resources

  • Join the CRM Users Group call the second Thursday of every month.  Register Here 

  • Complete the form on this page, to bring Courtney out to your office for training or to setup a discovery call to see which of our services could best help your firm.

  • Complete the form on this page, to bring the CRM workshop or the Cosential optimization session to your area. (See details here)  

  • Enjoy, share and reference the presentation slides.
Presentation Slides
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