<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=290086984736480&amp;ev=PageView&amp;noscript=1">

Customer Relationship Management (CRM) needs to evolve. The problems with CRM are the terms “Customer” and “Management.”  The term customer describes an external buyer, client, consumer, etc. CRM traditionally only focuses on the customer and ignores your company’s internal customer: your salesperson. Ignoring the needs of salespeople drastically diminishes usage of a CRM tool. Additionally, attempting to manage your customers is a dated concept that fails consistently. People in today’s world refuse to be managed, now people have more control than ever because they have more choices than ever.

As a business owner, you need your team really involved with your CRM platform. But why would your sales team use a tool if it doesn’t take their needs into consideration and customers are refusing to behave as expected? In other words, why would they use it if it doesn’t work?

In order to get usage and adoption, your CRM needs to be more… It needs to recognize relationships inside and outside the organization. It needs to engage not manage those relationships. It needs to be a Relationship Engagement Platform (REP). Companies that win will be those that engage their customers (internal and external). And they must begin now.

This webinar will teach you the value Relationship Engagement brings to your bottom line and will help you understand how to increase adoption of your CRM platform.

Key Takeaways:
  • Learn the difference between management and engagement 
  • How to use engagement to replicate what your top performers do across your organization
  • How to build engagement with your system users
  • How to engage your customers, prospects and referral sources for bottom line results 


    **Note: if you cannot attend the live session on this date/time, you may still register to ensure you receive the link to the recording via email.     

What Our Awesome Members Say

You need someone else to look at you and say this is what you're doing right, this is what you're doing wrong

Deborah Smook Turbofil Packaging Machines

The Board helped me with accountability...
Prioritizing and focusing my time where I am really working on the business

Ben Allen Allen Technology Advising

Boards are very good at having a broad swath of industries and experience that people bring to the table 

Joseph DiGangi Trusant Technologies

Whatever your business is, you always have to be bringing new ideas to the the table, new products, new marketing

Nancy Shultz North Highland Company

My Board members were the only ones that were brutally honest with me about the changes I needed to make; it was the truth I needed to hear

Kimberley Stufflet Preferred Aviation Underwriters

Boards 'professionalize' my bussiness, to learnwhat others were doing, and how to...make your business more organized 

Saul Goldfarb Goldfarb & Associates

It's great to now have a group of individuals who can challenge me and help me avoid making the same mistakes they did

Steve Burgess Guidant Partners

My Personal stress level today compared to prior to TAB has been reduced by 70%

Bill Boisvenue BSC Solutions Group, Ltd.