‘CRM’ Videos

  • Scott Buscemi: Setting up a CRM you’ll actually use

    WordCamp Los Angeles 2017Speaker: Scott Buscemi

    January 14, 2018 — You’ve probably set up a CRM (Customer Relationship Management system) for your company before, but stopped using it after day one. It ends up feeling like more work with little value.

    With marketing automation tools, you can set up a CRM that you’ll actually want to use. Automatically find out how your customers found you, what pages on your website they’ve visited, and how they’ve interacted with you in the past. All of this information can turn you into a stellar and empowered salesperson.

  • Jess Boctor: Stop Marauding Excel Sheets

    WordCamp Orange County 2016Speaker: Jess Boctor

    August 15, 2016 — “These spreadsheets are killing me” was a complaint said to me about a year ago. Since then, I have been partnered with my client to build an internal tool that can standardize their sales quoting process, replace their current CRM process, and remove operational bottlenecks that prevent the business from scaling. This presentation covers the of development of the tool with WordPress, concerns in the process, and tools utilized.

    Presentation Slides »

  • Łukasz Bieniek: WPsalesforce – zrób to sam w jeden wieczór

    WordCamp Krakow 2015Speaker: Łukasz Bieniek

    January 5, 2016 — Jak w jeden wieczór zrobić prosty CRM (Customer Relationship Management) lub system zarządzania działem sprzedaży, w oparciu o WordPress. Przedstawione zostanie skuteczne wykorzystanie własnych typów postów, własnych pól oraz edycja postów przez front-end do stworzenia CRMa dla firmy handlowej.

    Presentation Slides »

  • Dana Skallman: WordPress for Your Content, CiviCRM for Your Contacts

    WordCamp NYC 2014Speaker: Dana Skallman

    November 22, 2014 — Out of the box, WordPress provides an easy way to publish content on your website, including blogs, news, events, and programs. Which makes it easy for you to publish new content about your organization with ease. Out of the box, CiviCRM provides contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, and much more. WordPress makes it easy for you to share your content and CiviCRM allows you to engage with your visitors directly.

    Presentation Slides »