CRM Webinar & Video Archive

CRM Help Home

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.

8/27/2021

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. 

Live Q&A

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.
Live Q&A

10/12/2017

Member Retention Module Preview


Learn about our new feature within the CRM that measures member happiness.
Member Retention Module Preview

11/30/2016

Should Auld Acquaintances be Forgot


CRM Dynamic Groups
Should Auld Acquaintances be Forgot

4/20/2016

CRM The Most Underutilized Tools


Reporting Overview, Queries, Reports, Filtering, Dashboards, Exporting
CRM and the Most Underutilized Tools

9/17/2015

CRM and the Data Warehouse


Overview and Basic Demo
CRM and the Data Warehouse