Thursday, June 6, 2019 from 9:00 AM to 12:00 PM CDT
Add to Calendar 


Kauffman Foundation Conference Center 
4801 Rockhill Road
Kansas City, MO 64110

Driving Directions 


SCORE Kansas City 
SCORE Kansas City, Chapter 19 

eMail and CRM (Customer Relationship Management) Workshop 

Win More Business in Less Time

 Technology 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