Why is your CRM stuck? Making great conversations valuable ones. Webinar
June 19 @ 5:00 pm - 6:00 pm
Get ahead of your competitors this month, by learning how to move beyond customer management and CRM systems to engagement and facilitating your sales teams and your customers in meaningful relationships.
Enjoy the webinar!
Dan and Chris Harrington
Co-Founders, UsherpaFor over 20 years, Dan and Chris Harrington have been pioneers in developing state of the art CRM platforms combined with automated content marketing that is at the forefront of the mortgage and property space. Their company, Usherpa, has become known as best-in-class in these verticals. Usherpa has helped tens of thousands of salespeople and hundreds of companies across the United States to double their production.
Dan and Chris have studied the habits of top producers for over two decades and they put that industry knowledge to work for their members. They ensure that Usherpa’s technology stays cutting-edge while also remaining a tool that sales professionals are comfortable using daily. They developed the Essential Blueprint for Success system which outlines the core habits and tasks salespeople need to do to be successful. Incorporating these habits into Usherpa’s powerful Relationship Engagement Platform ensures that Usherpa members are engaging with and utilising the technology to its maximum potential.
Usherpa is currently developing a new category they call Relationship Engagement— a natural progression from CRM.
Customer Relationship Management (CRM) needs to evolve. The problems with CRM are the terms “Customer” and “Management.” The term customer describes an external buyer, client, consumer, etc. CRM traditionally only focuses on the customer and ignores your company’s internal customer: your salesperson. Ignoring the needs of salespeople drastically diminishes the usage of a CRM tool. Additionally, attempting to manage your customers is a dated concept that fails consistently. People in today’s world refuse to be managed, now people have more control than ever because they have more choices than ever.
As a business owner, you need your team really involved with your CRM platform. But why would your sales team use a tool if it doesn’t take their needs into consideration and customers are refusing to behave as expected? In other words, why would they use it if it doesn’t work?
In order to get usage and adoption, your CRM needs to be more… It needs to recognise relationships inside and outside the organisation. It needs to engage not manage those relationships. It needs to be a Relationship Engagement Platform (REP). Companies that win will be those that engage their customers (internal and external). And they must begin now.
This webinar will teach you the value Relationship Engagement brings to your bottom line and will help you understand how to increase adoption of your CRM platform.
- Learn the difference between management and engagement
- How to use engagement to replicate what your top performers do across your organisation
- How to build engagement with your system users
- How to engage your customers, prospects and referral sources for bottom-line results**Note: if you cannot attend the live session on this date/time, you may still register to ensure you receive the link to the recording via email.