Do you delight customers?

Do you delight customers? Do they feel better for working with you?

Learn to know your customers and anticipate their needs with a Customer Relationship Management (CRM) system.

At a glance, you can see your potential sales, customer entitlements, emails you have sent… all filed against the right customers.

As a charity there are some really good deals out there from the major CRM companies, Allowing you to better achieve your charitable aims.

 

Time left to book your place

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

This half-day course will give you insight into what a CRM is, and how it might help you in your business or non-profit.

Bring a laptop, you will have opportunity to try it out for yourself!

The day will be run by John Dray, CEO of Cloud Genius, who has many years of experience with Salesforce and general IT. The course is sure to be both informative and enjoyable.

The course will run from 9am to 1pm on Monday 18th July 2016 at the Beacon Centre in Llanelli.

The Beacon Centre for Enterprise
Dafen
Llanelli
SA14 8LQ

Click here to be taken to the booking page: Book a place

Places are strictly limited to ensure that attendees get the most from the event.

If you book before 11 July, you will have an opportunity to submit questions that will influence the direction of the course!

We are running this event in conjunction with The Best Of Carmarthenshire, a great organisation that promotes trusted, local businesses. Thank you for your support! As a result, members of The Best Of get a reduction on ticket prices.

CRM Introduction Course

Do you worry about keeping your customers happy?

Do you ever wonder if you should be doing more to keep your customers happy?

 

What if you had a way of keeping track of all your customers, suppliers and all your interactions with them?

One excellent tool is a Customer Relationship Management (CRM) system.

If you are a business, it’s a way of keeping track of all your customers and suppliers. You can see your potential sales, appointments, emails you have sent… all filed against the right companies.

If you are a charity or non-profit, it can be a way of keeping track of volunteers, appointments, donations, memberships

…. and so much more.

 

Time left to book your place

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

This half-day course will give you insight into what a CRM is, and how it might help you in your business or non-profit.

There will be active demonstrations on live databases. If you bring a laptop, you will have opportunity to try it out for yourself.

The day will be run by John Dray, CEO of Cloud Genius, who has many years of experience with Salesforce and general IT. The course is sure to be both informative and enjoyable.

The course will run from 9am to 1pm on Monday 18th July 2016 at the Beacon Centre in Llanelli.

The Beacon Centre for Enterprise
Dafen
Llanelli
SA14 8LQ

The running order is here: Running order

Click here to be taken to the booking page: Book a place

Places are strictly limited to ensure that attendees get the most from the event.

If you book before 11 July, you will have an opportunity to submit questions that will influence the direction of the course!

We are running this event in conjunction with The Best Of Carmarthenshire, a great organisation that promotes trusted, local businesses. Thank you for your support! As a result, members of The Best Of get a reduction on ticket prices.

CRM Introduction Course

The New Website

At long last, our new website is ready and you can come and visit it!

You will notice that it has a much simpler design than its predecessor. We hope that it will make it easier to find what you want.

The new website showcases some of the technologies that we have made available to our client. Most noticeably Form Assembly. This is used to collect information from the ‘Contact Us’ page. It is also used to collect the information for the Quick and Easy websites. In both cases, the information is checked against information already in our copy of Salesforce. It then either updates or creates a new record, as appropriate. Finally it lets us know that something has happened.

But… the new website is not finished. Over the coming days, weeks and months it is going to be further refined. It will also give more examples of what we can do for our client.

Enjoy!

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