Blackmore Partners,Inc

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Presentation transcript:

Blackmore Partners,Inc Introduction to CRM Team

CRM

Agenda Introduce team members Introduce CRM Tasks Role of the CRM team at BMP Brief on daily task Salesforce & Infusionsoft

Team Members Siddiq Siddiq Natalie Fakelmann Rita Li

Introduction about CRM Tasks Daily Tasks Inc Account Codes Account Right Signature Gerald’s Calendar Deal Sourcing Mandate Codes

Qualify the executive send link to enter the CRM system Role of the CRM team How are you a key player? CRM Daily Task Inc Account Linked Application Qualify the executive send link to enter the CRM system Meeting #1

Daily Task Brief Inc Account Codes Account Right Signature Inbox & Bulk Mail Codes Account Deal Sourcing Right Signature NDA Gerald’s Calendar Uploading the relevant files for the upcoming calls

CRM System Salesforce InfusionSoft Executives PEG Talent Acquisitions LinkedIn Applications received

Thank You Q&A