Event Details

Date: December 8, 2021
Time: 12:00 pm to 1:00 pm
Location: Online via Zoom
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Point of Contact: Temple SBC

Program Format: Online Meeting (Live)
Training Topics: Business Start-up/Preplanning, Customer Relations, Internet/Web Training, Managing a Business

Businesses of all sizes benefit from collecting customer data in a Customer Relations Management system (CRM). Managing this information helps you improve customer experience, satisfaction, retention and service. Join this session to learn the basics of customer relationship management and discover platforms to do so – easily and inexpensively!

Attendees will be able to:
Understand the importance of customer acquisition, customer experience, and customer retention
Learn what can a CRM do for their business
Recognize the basic components of a CRM
Review available CRM options: Spreadsheet vs Paid Service

Target Audience:
Businesses that do not yet have a paid CRM system
Businesses who have not started or have just started organizing client information
Businesses looking for a CRM refresher

Sarah Mailloux, the Temple SBDC Digital Transformation Program Manager, will be presenting this workshop. Sarah has years of experience helping businesses start, pivot, and grow. She specializes in market research & design, international business, and business ideation/start-up. Prior to joining the Temple SBDC, Sarah worked at the Delaware SBDC Lead Office. She also has 5+ years of Wealth Management & Business Reporting experience. Sarah is an entrepreneur herself, consulting universities and business through academic coaching, instructional design, and non-profit marketing. She has a BS and MS in International Business, is an Export Certified Advisor, an is a Certified Ideation & Commercialization Coach.


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