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EVENT DETAILS
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Events| FREE Junxure Training Session March 19 2010, 11:30 to 1:30 |
Fri Mar 19, 2010 11:30 AM
Free Junxure Training Session
Presented by the FPA SF Chapter
Friday, March 19th, 11:30 – 1:30PM
Transform Your Business with Junxure
When is a CRM not just a data storage tool? When it was designed, from the ground up, to help you strengthen client service and loyalty, streamline office efficiency and boost both productivity and profitability.
In this session we will explore the top features and functions of Junxure and how they can make an impact on your practice. In our session you will learn:
- How to mine and report on your Junxure data.
- How to save time and increase service levels with Junxure Workflow Tools
- Ways to communicate seamlessly through Junxure
- How to access your contact’s documents from Junxure
- How to view, track, and report on Prospects and New Business
- About the efficiencies of providing Private Client Web pages thru Client View Live
- How Junxure can help you Analyze your Business
This session is lead by Erin Kincheloe, Director of Consulting and Training Services for Junxure. Erin has worked in the financial service industry since 1985.
Space is limited! Please be sure to RSVP by March 12th.
To register for this event please click the link below:
To learn more about this event please contact Chris Remedios
This session will begin on March 19, 2010 from 11:30 am - 1:30 pm
and will be held at:
Golden Gate University
536 Mission Street, Room #5207
San Francisco
For more information:
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