Taking Care of Business April 1, 2020, 11:30am EDT April 1, 2020, 1:00pm EDT

*This month's event will be held virtually via Zoom*

Close Deals, Retain Customers, and Grow Your Revenue with CRM

Customer Relationship Management (CRM) systems can supercharge your sales, improve your customer service, and organize your contracts and fulfillment.  The only downside? These products, like Salesforce or Hubspot, can be challenging to implement and manage.
You will leave this presentation with a step-by-step plan to build a best-in-class CRM system for your own business. 

You will learn how to:

  • Select a CRM system that is the right fit for your business model
  • Customize your CRM system for your sales process and organizational structure
  • Use lead scoring and prioritization to make your sales outreach 50% more effective
  • Automate marketing and sales processes without losing your personal touch


Rob Gurley is the senior manager of marketing automation at Lenovo and the founder of Captivata, a revenue operations consultancy.

He has implemented Salesforce, Marketo, Pardot, Eloqua, and Hubspot for enterprise clients like Lenovo, LexisNexis, Cradlepoint, and GE.

As a consultant, he has developed the marketing and sales strategies for dozens of small and mid-sized businesses.

Rob believes that marketing automation and CRM systems can accelerate your revenue growth with personalized customer experiences.