The Marks Group, PC

CRM SUMMIT: A morning to learn about Customer Relationship Management

June 21, 2019, 8:15 am - 11:30 am EST

Since 1994, The Marks Group PC has implemented CRM systems in more than 600 small and medium sized companies around the country. We’ve learned a lot.

Join us for a morning where we'll share with you our insights on the best CRM applications available, pitfalls to avoid and the best practices for implementing.

Your Takeaways:
-Knowledge of some of the best CRM systems on the market today, their strengths, weaknesses and pricing.
-Tips for evaluating and buying
-Best practices for getting the most value from your CRM

Who Should Attend:
Current CRM users (it doesn't matter what system you have) or those thinking of buying a CRM system in the next 12 months including:
-Business owners
-Sales, Marketing and Customer Service Managers
-Power users

Our Agenda:
8:15 AM - Continental Breakfast
8:45 AM - The Top 10 CRMs On The Market Today (Gene Marks)
9:15 AM - A Deep Dive Into Zoho CRM (Corey Babka)
9:45 AM - A Deep Dive into Microsoft Dynamics (Corey Babka)
10:15 AM - Break
10:30 AM - A Deep Dive into (Corey Babka)
11:00 AM - How To Get The Most From Your CRM System (Gene Marks)
11:30 AM - Wrap up

Our Presenters:

Gene Marks
Gene is the owner of the Marks Group PC and writes columns on CRM and technology for both Forbes and Inc. Magazines. Gene also writes weekly for The Philadelphia Inquirer and regularly for The Guardian and Gene frequently speaks to business groups across the country on economic, tech and other trends affecting their businesses.

Corey Babka
Corey Babka is the VP of Operations at The Marks Group, where he is responsible for the success of our clients and their projects. Having over 15 years’ experience in the business systems space, Corey focuses on technology and process analysis, making sure that clients are able to translate their process to the right software and not vice versa. He is currently certified in multiple CRM systems, specializing in sales process and helping our clients get the most out of their software and other business technologies.

Date: June 21, 2019
Place: Marriott Springhill Suites - 430 Plymouth Rd, Plymouth Meeting, PA 19462
Cost: $99 per organization/company (you can have as many people as you'd like attend from your organization)