Free CRM Summit: Summer 2017

June 30, 2017, 8:00 am - 12:00 pm EDT

Are you researching a Customer Relationship Management application for your company? Want to know more about a few of the market leaders?  

At the Marks Group, we sell and implement some great CRM applications.  And we'd like to take a morning and show them to you.  We'll personally review the pros and cons of each application, including costs, investment and future trends.  

During that time we'll do an in-depth review of the latest CRM tools and the three very popular CRM systems that The Marks Group sells and implements - Salesforce, Microsoft Dynamics and Zoho.

Whether it's for two users or 200 users, we'll walk you through the pros, cons, good, bad and ugly of these three applications and compare them to other popular CRM systems on the market that you also might be interested in. We'll also share with you the three things that our most successful clients have done to succeed with their CRM systems.

You can take the time to ask whatever questions you want and really kick the tires.  At the end of this morning, you'll know what you need to know about four of the top CRMs out there.


8:00 - 8:30 - Continental breakfast, check-in
8:30 - 9:00 - An overview of the CRM market (Gene Marks)
9:00 - 9:45 - A review of Zoho CRM (Gene Marks/Suzanne Kirkland)
9:45 - 10:30 - A review of Microsoft Dynamics (Kelsey Petersen)
10:30 - 10:45 - Break
10:45 - 11:30 - A review of (Corey Babka)
11:30 - 12:00 - The 3 Laws For CRM Success (Gene Marks)

Zoho CRM Training Meetup – Summer 2017: Zoho SalesIq

July 11, 2017, 9:00 am - 12:30 pm EDT

Join the Marks Group for a training session with our Zoho expert, Suzanne Kirkland! 

Learn about Zoho’s premier real-time website engagement tool, SalesIq.  With SalesIq, you can track visitors currently on your website and initiate pro-active conversations through live chat.  You can even configure “intelligent triggers” that will automatically attempt to initiate chats based on the visitor meeting defined critiera, then notify you if they respond.  You can even receive these notifications on your phone and chat from your phone!  SalesIq integrates nicely with Zoho CRM and is a great addition to your Zoho application suite.    

Coffee and bagels will be out at 8:30, and Suzanne will kick off at 9. Look forward to seeing you there! 

**Please also RSVP at our Meetup page in addition to signing up on EventBrite

Microsoft Office/Teams – Welcome Meetup!

September 19, 2017, 9:00 am - 12:00 pm EDT

Join us for our first meetup! We'll kick things off with bagels and coffee at 8:30AM then start digging into Microsoft Teams at 9AM. Whether you've seen Teams before or are completely new to it, please join us as we provide a deep-dive into this great chat-based workspace tool. 

** Please RSVP on our MeetUp page in addition to getting your ticket on EventBrite

Learn more about Microsoft Teams!