Best Practices of Client Relationship Management

Speaker: Ashton Burton, CAI


Client relationship management (CRM) tools are many and varied. How do you determine what will work well? This session outlines the 10 best habits and practices of CRM. You will hear about several helpful CRM tools that can keep your company organized and on track. Implement these tools back home and you will ultimately serve your clients better.

Upon completing this session, you will be able to:

  • Organize electronic files and client data
  • Stay on top of the client closing process
  • Readily access information for efficient communication with business partners

Community of Practice:   Marketing & Management
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Return to schedule

Friday, July 16
1-1:30 p.m.

Nicollet A1-2