Name
IS202 - CRM Optimization: From Insight to Impact
Date & Time
Tuesday, September 15, 2026, 2:30 PM - 3:45 PM
Description
CRM is more than just a database, it’s a catalyst for smarter selling when used effectively. In this course, you’ll explore actionable strategies to maximize the value of your CRM system, including best practices for capturing and managing leads, organizing and documenting meetings, optimizing field time, and proactively nurturing customer relationships. You'll learn how to align CRM functions with your existing sales processes—making it easier to stay organized, close deals faster, and build meaningful customer connections. While we’ll use DMSi CRM to demonstrate these concepts, the principles apply to any CRM platform.
Location Name
Grand Central C - Hilton
Session Type
Class