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KCInvestED helps investors learn more about investing in KC startups.

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eMail and CRM (Customer Relationship Management) Workshop Win More Business in Less Time

Thursday, June 6 @ 9:00 am - 12:00 pm • Organized By SCORE - Kansas City
4801 Rockhill Road, Kansas City, MO 64110


echnology to Advance Your Business through CRM & Email Marketing

 Smart CRM (Customer Relationship Management) and E-Mail Marketing software will offer you the true advantage in becoming a sales and service superhero! Smart CRM uses automation that seems almost magical to both you and your customers because it anticipates customer needs and your responses. E-Mail Marketing is the vehicle you use to reach your customers.  Combine them for great business results.

 In this workshop you will learn how to:

  • Utilize CRM no matter the size of your business
  • Develop a sales and service e-mail marketing strategy
  • Choose the best Smart CRM & e-mail marketing system for your business
  • Organize your CRM & e-mail Marketing to create a seamless customer journey
  • Customize your e-mail marketing messages so that they feel like one-to-one communication
  • Think in campaigns (or e-mail series) that will garner you more prospects and convert more leads
  • Employ automation to your advantage in sales and service

 Multiple solutions will be discussed in the course including no-cost and low-cost CRM and email marketing solutions. There will also be a full live demonstration of Keap — a small business Smart CRM and email marketing software —and those interested will be able to participate in a 14 day free trial of Keap.

 You will leave with

  • a Mission Planner and Playbook 
  • Clarity on which tools are best for each level of business
  • 20 things to automate in your business 
  • Basic email nurture series

$20.00 fee (non-refundable.)

Check-in will be at 8:45am with workshop starting promptly at 9:00 am and ending at noon

June 6 @ 9:00 am - 12:00 pm Add to my Calendar
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Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110
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