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:
DATE: Thursday, June 18, 2020
TIME: 11:30 AM – 12:30 PM
COST: Free & Open to the Public
Zoom Meeting Link: https://us02web.zoom.us/j/86890373181?pwd=NXVjYVk4S2kzWmV3K2VKQlFnMUpyZz09
Meeting ID: 868 9037 3181
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.