Beyond the Contact List: CRM Workflows That Drive Results NEW

Event description

Stop piecing together customer info and start building smart, repeatable CRM workflows that actually move your business forward.

In this action-packed webinar, small business systems expert Felicia G. Terry will show you how to use your CRM (Customer Relationship Management software) as a tool to drive sales, streamline operations, and build better customer relationships. Whether you’re brand new to CRMs or have had one sitting idle for years, this session will unlock the real potential of your system.

In this session, Felicia G. Terry of NPSS breaks down what it really takes to build a CRM workflow that works.

You’ll learn:

• The essential building blocks of a CRM system
• Tips for segmenting contacts so you’re reaching the right people at the right time
• How to create simple, repeatable processes for tracking leads, referrals, and customers
• A behind-the-scenes look at how Felicia uses her CRM and connected tools to run her business with clarity and efficiency

Walk away with clarity, confidence, and a real plan to make your CRM support the way you do business.

If you're tired of manual spreadsheets, missed opportunities, or juggling customer info in your head—this webinar is for you.

Your Instructor: Felicia G. Terry, Principal Specialist (CRM), NPSS (Non-Profit) Specialists

Felicia is passionate about empowering individuals and organizations to leverage their data, systems and processes to transform their work.

For the last 15 years, she has assisted hundreds of nonprofits, membership organizations, private schools and colleges/universities, solopreneurs and small businesses across the country. Some of her local clients include Leadership Nashville, Nashville Entrepreneur Center, Second Harvest Food Bank; and she previously served as a CRM software Expert with the Center for Nonprofit Management (CNM). Prior to consulting, she spent 13 years in various roles in fundraising/development and membership with nonprofits.

Felicia is known for her creative energy, her passion for systems and processes, and the sense of humor she brings to each project. She is based in Antioch, TN.

https://www.linkedin.com/in/feliciaterry/

www.npsspecialists.com