About

Pacific CRM Solutions are a Washington State based Customer Relationship Management consultancy specializing in Maximizer CRM 10 software solutions as well as Cloud Computing Solutions including SugarCRM and WordPress.

We regularly run workshops in CRM and WordPress (personal web publishing)

The CRM Workshop
Customer Relationship Management (CRM) is invaluable in acquiring new customers, reactivating dormant accounts and retaining clients and it’s totally affordable by any business or networker.

Although the term CRM is now synonymous with software it is a concept that has been utilized for decades by companies that operate customer centric policies. It basically involves the processes and methodologies employed in managing the relationships between the company and the customer.

This workshop will serve as an introduction to Customer Relationship Management using Maximizer CRM 10 (one of the world’s leading CRM systems with over 1 million users worldwide).

Topics covered:

• Address Book
• Task Scheduling
• Multi-user Appointment Scheduler
• Opportunity Management
• Direct Mail, Broadcast Email
• Creating Procedures to ensure follow up
• Synchronization with Outlook, Portable Devices
• (Blackberry, iPhone, Windows Mobile)
• Low cost investment, high ROI
• Q & A