To lead your business in the right direction we've created new initiatives, added new services, and built out more support to fuel new growth.
WHAT'S NEW, WHAT'S NEXT, AND WHAT CAN HELP NEW GROWTH IN 2023.
Every month, our team hosts Workshop Wednesday. A platform for deep-dive discussions into CRM usage and tactics, new capabilities, and best practices.
We'll share insights from product experts and colleagues and open the lines to the audience for discussion.
Be sure to bring your questions and ideas and share the invite with your team.
We will record the sessions for future replay.
Not all sessions are applicable to your users so feel free to attend the ones best suited for your teams.
The topics for each meeting are subject to change. Click the link to register for the webinar:
January 18 à New Year, New Processes February 15 à Remember that Resolution? Data Cleanliness March 15 à Tax Planning in your CRM & Upcoming Product Releases April 19 à Add Value in a World of Free May 17 à Salentica's Apps - Wealth Management, Asset Management, & Deals
June 21 à Summer Campaign - Keeping in Touch with your Clients
July 19 à Onboarding a New Team
August 16 à Data Broker Best Practices
September 20 à Outlook App Best Practices
October 18 à Upcoming Releases
November 15 à Planning for Year End
December 20 à Reintroduction - Business Processes
January 18, 2023
February 15, 2023
March 15, 2023
April 19, 2023
May 17, 2023