Sales and Marketing Technologies: CRM and Beyond

January 23, 2018, 9:00am - 12:00pm EST

Join the experts at The Marks Group as we explore and discuss:

CRM Systems

  • When am I ready and what do I need to consider?
  • The major players
  • Verticals vs. the normal ones

 Marketing Automation Software

  • What is it and why would I need it?
  • Who are the players?
  • What should my considerations be (cost, integration, etc.)?
  • When am I ready for it?

We'll open with coffee and bagels, and then really dive in so you can find out all you need to know about these applications!

Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Microsoft Dynamics CRM newsletter. Featured this month: Troubleshoot Import Issues Hide Personal Views Shared with You Mobile Task Flows
Join us on Feb 13th, 2018 in Plymouth Meeting to learn all about Zoho’s Reporting web-based application, called, applicably, Reports.  Reports greatly expands the reporting capability offered in Zoho CRM and can be used with your CRM data as well as other data sources to create beautiful, graphical dashboards and reports that provide insight into your business at a glance.  Features of Zoho Reports include the ability, like the Reports module within CRM, to automatically schedule and email your reports and dashboards, but with Zoho.Reports you can also publish and embed reports and dashboards across websites, intranets, blogs and more making the information accessible to people without logins! Following our presentation on Zoho Reports we’ll open the floor to any Zoho related questions you have.  Looking forward to seeing everyone at the Meet-up! Coffee and bagels will be out at 8:30, and Suzanne will kick off at 9. Look forward to seeing you there!