Meeting/Event Information

    Moving from Reactive to Proactive Selling Using CRM

    June 12, 2019
    8:00 AM - 5:00 PM
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    MicroTek
    655 Montgomery Street, Suite 400
    San Francisco, CA 94111
    https://www.mclabs.com/room-rentals/microtek-san-francisco/
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    Join fellow Deltek users in San Francisco, CA for the Deltek CRM Workshop. This full-day event is set for June 12th, 2019 starting at 8 am and ending at 5 pm. Save this data and tell a co-worker or colleague. You will learn how to utilize your Deltek CRM to make your firm less reactive and more proactive.

    To Register and for more information, click here

    Workshop Highlights:

    • Learn to understand the fundamentals of Deltek CRM as well as how to configure the system to meet your firm's specific needs
    • See how to define processes and strategies that will help better define and manage client, contact, and partner touch-points
    • Find out about meaningful metrics and and learn how to report on them  
    • Lunch is included