The Power of Customer Relationship Management Systems

Are you interested in improving customer relationships, or gaining new ones?

When it comes to attracting customers, some of us do not like nagging, following up, chasing leads, or bothering prospective new ones.

The fact is that it’s easier to build customer relationships than you might think.

You can leverage technology tools like a CRM to gather customer information and follow up more effectively.

You’re invited to our complimentary Webinar at 4pm on April 16th

On the webinar, you will learn:
-Tips to manage customer relationships
-How to follow up effectively
-Strategies to build your list
-Techniques to increase customer satisfaction

We’re excited about this topic because we believe our business relationships are our most valuable asset. And we’ve proven it to ourselves because we’ve grown much larger and faster than when we used Outlook Contacts, spreadsheet lists, stacks of business cards with rubber bands that sit in a drawer.

Doug will be teaching you
1) Characteristics for choosing the best system matching your situation
2) Why you need a customer relationship management database
3) Basic setup considerations
4) Getting started

Deidra will put a spotlight on
1) Marketing Strategies of using a system
2) Benefits of following up
3) Email Marketing, customer relationship management (CRM)
4) Blogs and Websites

No more “Did I forget something?”

Reserve your spot for the webinar now…

About Doug Skinner & Deidra Miller

They enable sales, marketing, and service professionals, with productivity strategies, using mobile devices and cloud services.

Doug Skinner is a CRM Technology Expert
Doug worked with business owners, IT and software professionals for top companies, Microsoft, Siemens, and Cisco Systems.
His company Intentional Management, introduces technology strategies that can increase productivity, assure secure and safe operations, and improve work-life balance.

Deidra Miller Customer Relationship Expert
Deidra worked with C-level executives and vice presidents in the corporate world, as executive assistant, office manager, and project manager.
Her company helps entrepreneurs with their administrative work. She launched Magic Wing Administration to assist them to optimize their business.
They are committed to assisting professionals that need to leverage cloud services and mobile devices to achieve desired business outcomes.

To let us know you’re coming just Register Here and Eventbrite will make sure you have a webinar link.

Seminar Bridging Work and Wellness Provides Insights

One of the aims of Intentional Management is showing business owners and entrepreneurs ways to connect work and wellness to business success through intelligent technology uses.

Italina Kirknis and Rebecca Hall Gruyter come together Saturday March 29th in Walnut Creek to provide you with the ultimate and unique Work & Wellness experience. Get in the mix and register today!

Never been done before event
Exquisite full sit-down lunch
VIP bonus session of Work & Wellness Insights

Doug Skinner will showcase strategies and applications you can use at your desktop or on your mobile computing device for increased awareness of your health and productivity. His firm, Intentional Management will be a Premier Sponsor for Walnut Creek event Work and Wellness, hosted by ItalinaImage.com.

Please register today.

5 Steps for Building a Successful Bookkeeping Practice – So You Can Work Less

Holly DeVito, President, Sum of All Numbers will be our guest speaker for the upcoming QuickBooks and Business Coaches meetup. In growing her Bookkeeping and Payroll Services firm, she has helped bus owners save time, become more focused, and less stressed.

During her presentation, she’ll walk us step by step through her leadership style, how she fosters employee career development, what systems she put in place for her successful firm, and why setting the vision and strategy for future opportunities is so important.

Holly’s primary focus of Sum of All Numbers is to ensure her team provides small business owners with the tools they need to effectively manage their own business financials. Her team of 16 staff provides simple solutions for gathering financial data to guide business owners to sound financial business decisions.

About Holly DeVito
Holly is the founder for Sum of All Numbers, whose goal is to provide reliable, accurate and cost-effective accounting solutions for clients through professional and trustworthy service.

A Certified QuickBooks Pro Advisor, Holly brings more than a decade of business experience in a variety of industries including:
-Property Management
-Financial
-Clothing Design
-Real Estate

Before Sum of All Numbers, Holly was the Chief Financial Officer for the American Red Cross, where she managed a full accounting staff and worked closely with the Board of Directors in making financial decisions for the organization.

Holly studied International Business Management at Brigham Young University – Hawaii and Utah State University.

About the Event Host

Doug Skinner runs Intentional Management, an IT services company. You can read more about what they do at http://honestintentions.com

4 Ways that IT Cloud Services Yield Productivity Honey for Business Owners

Many executives have tech glitches in their business processes. Are you missing out on the benefits you know technology can deliver, if only . . .

Are you striving for productivity with your present cloud service subscriptions. How about the applications you already know how to use, but integration is a challenge? Would you like your information to be more accessible?

We’ll help you learn ways to leverage the cloud in your day to day workloads to solve these types of issues.

Please join me for a free webinar on Friday February 21st at 8am Pacific

Here’s what you’ll learn: You’ll see a demonstration of top features and some ‘how to’ tips of cloud services in your business.
• Being away from your office mobility techniques
• Using applications for anywhere access
• Leveraging tools for smooth team work
• Having a management system for easy IT

Your webinar host is Doug Skinner. Read his blog at http://honestintentions.com

Forecast For Business Productivity: IT Services Cloudy and More Snow

We both know that being snowed under by multiple vendors making promises might leave you with a frozen and impacted situation. In our upcoming webinar, we’ll help you figure out the benefits of cloud appyness. It’s like having someone use a snow blower to clear it out instead of you shoveling it yourself. No more waiting for the thaw.

An example is you perform unnecessary manual tasks to accomplish a business result, only because multiple vendors are not on the same page with your processes. It’s time to see what is possible and make strides toward true benefits of having IT systems working.

We’ll help you learn ways to leverage the cloud in your day to day workloads to solve these types of issues.

Please join us for a free webinar on Friday January 24th at 8 am Pacific

Here’s what you’ll learn: You’ll see a demonstration of top features and some ‘how to’ tips of cloud services in your business.

Mobility Techniques
Applications for Anywhere Access
Tools for Team Work
Management System for Easy IT
Best Value

Friday 1/24 at 8:00 am Pacific

We’ll feature the new Office, which provides the power of choice for your business objectives, from Office 365 user-based subscriptions to traditional Office suite offerings.

About Your Presenter Douglas Skinner

Prior to founding Intentional Management and during his years at Microsoft, Doug organized the most effective group of professional services partners to deliver software solutions in the US. He assisted partners and customers with Microsoft core infrastructure and security software and services, yielding sales that exceeded quota and numbered in the millions, each year.

Doug’s career has been marked by a quest to develop and execute plans for increasing top line sales, engage principal executives with compelling solutions, learn lessons for never ending improvement, and pay it forward. He formed partnerships between customers and subject matter experts in various fields: mobility solutions, software development, security technicians, network engineering teams, financial & legal executives, and marketing professionals.

5 Results from Cloud Productivity in Your Business

Having separate databases of your information is no fun. Having processes requiring duplicate efforts are a headache, but reducing the friction points need not be a big challenge. In this webinar called 5 Aspects of Cloud Productivity is a relevant set of demonstrations designed to show how you can leverage current cloud services to smooth out some of your workflows.

Our presenter will share his experience, insights and strategies for using tools more effectively and for letting your information work for you.

What you’ll Learn

See a demonstration or two of top features and some ‘how to’ tips of cloud services in your business.

Apps for Anywhere Access
Tools for Working Together
Management Systems for Easy IT
Best Value
Mobility Strategies

Please join our free webinar to explore examples and a demonstration.

Friday 12/06 at 9:00am Pacific

We’ll feature the new Office, which provides the power of choice for your business objectives, from Office 365 user-based subscriptions to traditional Office suite offerings.

About Your Presenter Douglas Skinner
Founder at Intentional Management. At Microsoft, Doug organized the most effective group of professional services partners to deliver software solutions in the US. He assisted partners and customers with Microsoft core infrastructure and security software and services, yielding sales in the millions, each year. Doug’s career has been marked by a quest to develop and execute plans for increasing top line sales, engage principal executives with compelling solutions. He formed partnerships between customers and subject matter experts in various areas: mobility solutions, software development, security technicians, network engineering teams, financial & legal executives, and marketing professionals.

IMI Produces Business Technology Program

I have been working on my weekly seminar series for some months, and now I am ready to enroll guests that want to learn tips and strategies to increase their mobile and cloud productivity.

Weekly Webinar To ‘Sharpen Your Skills’

It’s particularly valuable for business executives and owners that feel unorganized, not able to access their information at critical times. We’ve all experienced a need to make a decision, to be accurate and not have the vital info to base our outcome.

Benefits

About the Presenter:

Author of the Business Technology Program, and founder at Intentional Management. At Microsoft, Doug Skinner organized the most effective group of professional services partners to deliver software solutions in the US.

Doug’s career has been marked by a quest to develop and execute plans for increasing top line sales, engage principal executives with compelling solutions. He formed partnerships between customers and subject matter experts in various areas: mobility solutions, software development, security technicians, network engineering teams, financial & legal executives, and marketing professionals.

Steps To Improve The Security For Your Website

You are looking for the most secure web logins on your site.

You know nowadays you’re at greater risk, because cyber crime grows. You realize there’s a good chance your website will be hacked at some point.

We want to show you about how you can reduce your risk of being hacked.

On this webinar, you will learn:

• Stronger web account and transaction security
• Lower loss rates and fewer problems to handle
• Improved customer loyalty and less churn
• Reduced risk of fraud, reputation damage
• Enables new business models and revenue streams
• Trust in online systems

Most online attacks and identity crime happens because of passwords hacked and stolen.

Many users have too many accounts to track; they can’t remember passwords, have too many to manage, and choose to reuse them.

There are big losses and costs to us all. We know that IT security pros want to protect us, but they offer us solutions which are too hard to use, too costly, complex, and irritating.

Your hosts are Doug Skinner author for a Guide to Password Management at Honest Intentions, and Ignacio Abel, Principal at ASAP Uruguay

We offer secure website logins in a better way.

New Productivity Approach For Accounting Professionals

We’re learning about the features and benefits of Mobile and Cloud Technology. We realize there are many capabilities in the services where we have subscriptions. We have a nagging impression that much remains untapped, in the way we use the devices and access to vital information.

Please Attend the Seminar and Receive CPE Credits

You’re welcome to attend our seminar, the evening of November 20 in San Francisco, with Accounting Finance Women’s Alliance (AFWA).

Insights are Critical

For AFWA we will bring insights to enable them to boost their skills and knowledge of Office and Cloud tools.

What I’ve noticed is that there are some critical trends impacting accounting professionals.

You’re aware there’s a need to be faster and better than you did in the past
You need to be agile and respond quickly to collegues and changes in corporate policy and business conditions
You have associates and management depending on you and you don’t want to have fragile systems and errors that can push deadlines, and negatively influence how they view you
You want to adopt the latest technology that can help you work smarter

About the presenters:

Author for the Business Technology Program, and founder at Intentional Management. At Microsoft, Doug Skinner organized the most effective group of professional services partners to deliver software solutions in the US.

Roger Nakayu recently produced an Excel 2013 video series on its new features. He is a Certified Microsoft Office Specialist in Excel, PowerPoint, and Word. He holds an MBA and is experienced in Financial Analysis, Process Improvement, and Forecasting. He engages executives and business owners that need to make better decisions using software tools they already own.

He is a financial analyst at Primary Eyecare Network, catering nationwide to optometrists and ophthalmologists.

He has a passion for helping others and training people to become power Excel users.

Intentional Events

A Service of HonestIntentions

The Power of Customer Relationship Management Systems

Seminar Bridging Work and Wellness Provides Insights

5 Steps for Building a Successful Bookkeeping Practice – So You Can Work Less

4 Ways that IT Cloud Services Yield Productivity Honey for Business Owners

Forecast For Business Productivity: IT Services Cloudy and More Snow