Versions Compared

Old Version 31

changes.mady.by.user Joshua Morrison

Saved on

compared with

New Version 32

changes.mady.by.user Joshua Morrison

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

CRM Help Home

Panel
borderColorBlack
bgColor#f5f5f5
titleColorBlack
borderWidth1
titleBGColorWhite

Hello and welcome to your Webinar & Video Archive!

Miss one of our previously scheduled Live Webinars? Want more info on the product? No problem. Watch at your convenience by clicking on the videos below.



Panel
bgColorwhite


28/2427/2021

From Prospect To Member: Making The Most Of Your CRM


The Clubessential CRM allows you to quickly and easily manage relationships with prospective members and existing members, streamlining your sales process and promoting member engagement and retention.

Click here to access the training guide. 




Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth1
titleBGColorwhite
titleLive Q&A

Widget Connector
width560
urlhttps://www.youtube.com/watch?v=IcLe2vxwx9A&feature=youtu.beFf0uzgEKNaQ
height315



Panel
bgColorwhite


1/24/2019

What is a CRM?


Not familiar with a CRM? Learn more about our Customer Relationship Management Tool and how it can help your club with prospecting today.




Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth1
titleBGColorwhite
titleLive Q&A

Widget Connector
width560
urlhttps://www.youtube.com/watch?v=QHTY0OR_RMQ
height315



Panel
bgColorwhite


10/12/2017

Member Retention Module Preview


Learn about our new feature within the CRM that measures member happiness.




Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth1
titleBGColorwhite
titleMember Retention Module Preview

Widget Connector
width560
urlhttps://www.youtube.com/watch?v=f0hqOd0gBNA
height315



Panel
bgColorwhite


11/30/2016

Should Auld Acquaintances be Forgot


CRM Dynamic Groups




Panel
borderColorBlack
bgColorgray
titleColorBlack
titleBGColorwhite
titleShould Auld Acquaintances be Forgot

Widget Connector
width560
urlhttps://www.youtube.com/watch?v=YVxjUqeNxJY
height315



Panel
bgColorwhite


4/20/2016

CRM The Most Underutilized Tools


Reporting Overview, Queries, Reports, Filtering, Dashboards, Exporting




Panel
borderColorBlack
bgColorGray
titleColorBlack
borderWidth1
titleBGColorWhite
titleCRM and the Most Underutilized Tools

Widget Connector
width560
urlhttps://vimeo.com/163722921
height315



Panel
bgColorwhite


9/17/2015

CRM and the Data Warehouse


Overview and Basic Demo




Panel
borderColorBlack
bgColorGray
titleColorBlack
borderWidth1
titleBGColorWhite
titleCRM and the Data Warehouse

Widget Connector
width560
urlhttps://vimeo.com/139975209
height315