Radar Hill Blog

October Invitation: CRM Workshop

How do you keep track of your business contacts, prospects, and suppliers? If you are still using your Outlook email address book, a spreadsheet, or even a Rolodex, then this information session is for you!

Have you ever been impressed by Radar Hill’s memory? An email we send will say something like “remember when we spoke last April about adding a map to your site?” or “How did it go with the painter we referred you to back in June?” While it is true that we get to know our clients well, so that if you were to ask Shawn, Roger, or Dan about a specific person they would be able to tell you their business, spouse, and even their hobby, it can also be overwhelming to remember all this about the several hundreds of people we interact with. To help their memories and efficiently keep track of people, we use a Customer Relations Management software (CRM), and Shawn is giving a talk about how invaluable using one can be.

Why?

A CRM is software that keeps tracks of communications and interactions with prospects, customers, suppliers, and anyone your business connects with. There are many different ones, but they all share that in common. In this information session, Shawn will cover:

  • What is a CRM?
  • What can they do?
  • Overview of some major CRMs
  • Tips on selecting one

He will also include a demonstration of the HighriseHQ CRM, which is the CRM that Radar Hill uses. If you’re curious about how we personally keep track of you and our clients, register here.

If you are struggling with keeping track of your own business relations, we can help! If you want to know how to better keep track of your customers, prospects, or suppliers, come to this info session.

When: Friday, October 6th 11:30am – 1:00pm

Where: Radar Hill Boardroom, 5th Floor –3301 Douglas Street, Victoria

Investment: Free for clients or $29.95. Become a client of Radar Hill within three months, and get a $80 credit.

Seating is limited, so please register now! Light refreshments will be available.

About Caitlin O'Hara

Shawn's daughter, Caitlin has been around Radar Hill her entire life, but only recently in a full-time professional manner. In 2017 she began managing the social media accounts, writing articles and newsletters, as well as being an administrative assistant when needed. When not in the office she enjoys cooking (including those samosas that have been huge hits at Radar Hill open houses) and travelling, and plans to move to Scotland in the near future.
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