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CRM Software Olympics

There are a lot of customer relationship management (CRM) software vendors to choose from and now more than ever you need to choose the right solution for you.  With the seemingly endless number of CRM software applications available, the choice can be difficult.


Our CRM Software Olympics will feature products being used by financial planners.  Power Users of RedTail, E-Z Data (formerly Smart Office), Junxure and ACT will be demonstrating how they are using their CRM software to their advantage.

This is a must attend meeting if you are evaluating CRM software, considering an upgrade, or want to learn more about using one of the applications above.


We want you to be a medal winner in 2010.

 

Tuesday, March 9, 2010
5:30 PM - 7:30 PM

Location
Holiday Inn Express Hotel & Suites
Blue Aqua Room
2580 Gulf to Bay Blvd
Clearwater   FL   33765
 
Website for Location
Map for Location





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FPA Member - March 9, 2010 Chapter Meeting $25.00
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Guest Fee (non member) - March 9, 2010 Chapter Meeting $35.00
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Agenda

 

Mar 9 2010 5:30PM


Networking & Cash Bar


Enjoy great conversation with colleagues and friends.

We will be serving heavy hors d'oeuvres - just the right combination of foods that you will not leave hungry. Beer and wine will be available.

Mar 9 2010 6:00PM


CRM Software Olympics


This innovative session will give you a real sense of how "power users" are using a particular CRM software program. These software demonstrations will be done by real users, not sales representatives.

Sessions


DateCourse Title/DescriptionStart
Mar 9, 2010 Networking & Cash Bar 5:30 P
CRM Software Olympics 6:00 P


Registration Fee
Member
$25.00
 
Non-Member
$35.00