CRM 101: How and Why to Implement a CRM Strategy

Event Description
In this session, Celina Pena, Chief Program Officer of LiftFund, will discuss the foundation of client relationship management (CRM) systems and why they are important for small businesses. We will explore options for utilizing different CRM systems like: Salesforce, Zoho, Dynamics, and more.

*NOTE: There was an issue with the video for the first few minutes where an item was covering a very small lower portion of the screen. The issue is fixed and does not impact the message of the video.