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Lunch and Learn (Zoom Style): Managing a CRM System for Profit

  • 18 Jun 2020
  • 11:30 AM - 12:30 PM
  • Your Home Office

Registration is closed

Lunch & Learn: Managing a CRM System for Profit

What is a CRM? Customer Relationship Management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Objectives & Focus of this Presentation:

  • Do I need a CRM?
  • How do I choose the best CRM for my Business?
  • Best First Steps with CRM

DATE: Thursday, June 18, 2020
TIME: 11:30 AM – 12:30 PM

COST: Free & Open to the Public

Zoom Meeting Link:

Meeting ID: 868 9037 3181


Lucas Schoen

Mortgage Development Leader for Willamette Valley Bank

Under Lucas’s direction, automation of systems for client retention and lead conversion have drastically improved the productivity of loan officers throughout the company. Growth of 20-40% annually are the norm for the loan officers with 2 or more years with the systems in place.

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