1. Blackmore Partners,Inc
Introduction to CRM Team  

2. CRM

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

4. Team Members
Siddiq Siddiq
Natalie Fakelmann
Rita Li

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

6. 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

7. 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

8. CRM System Salesforce InfusionSoft Executives PEG Talent Acquisitions
LinkedIn Applications received

9. Thank You
Q&A