Most people associate CRM with their customer database, but things have come a long way since companies first started keeping a list of customer on a computer in the corner of the room, in this workshop you will see how a modern Customer Relationship Management (CRM) system can help.

Workshop : Would a systemised approach to bidding and tendering projects improve the effectiveness of your sales team?

  • Track the complete project bidding and tendering process on screen
  • Share all information relevant to a project bid with all members of the project team
  • See status/ pipeline/ conversion/ workload/ for all project bids at a glance with Dashboards


7:45 - 8:00 Registration, tea coffee

8:00 – 8:05 Introduction

8:05 – 8:20 How can CRM help systemise my project bidding and tendering processes?

8:20 – 8:40 Demonstration of a commercial solution using Microsoft Dynamics 2011

8:40 – 9:00 Q&A

Dates: 26th March 2013, 18th April 2013, 24th May 2013

Venue: Aizlewoods Mill, Sheffild

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