AICPA ENGAGE 2018

PFP1824 - The Top 10 CRM Aspects You’re Ignoring

Jun 12, 2018 1:50pm ‐ Jun 12, 2018 3:05pm

Standard: $49.00

Description

Looking to maximize your CRM and get the best ROI you can out of your tech? Saying to yourself "I don't know what I don't know."? Join this session to learn some of the most underutilized aspects of CRM cultivated by trainers and out interactions directly with financial professionals.

Learning Objectives:
• Learn what areas to focus on when using or adopting a CRM
• Learn how to tackle some of the most ignored areas of running a CRM

Speaker(s):

Tags: PFP

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