The CRM Information Page

		The CRM Seminar Series (Information) Customer Relationship Management Seminar and Training Sessions
Introduction Home Information Seminar Training Training Content Testimonials Location/Dates		If you are wondering how technology can benefit your business and where to get started - the CRM Seminar is for you! Seminar Training Testimonials Location/Dates
Complimentary CRM Seminar		Sponsors are proud to present David Stevenson, President of PowerAssist Technologies Inc. as your host speaker presenting the principles and benefits of a Client Relationship Management solution. (back to top) PowerAssist Technologies Inc. has been profiled in Investment Executive and David has been a contributing author in Duncan MacPherson and Associates quarterly newsletter on CRM for the financial planning community. (top) You will benefit from the years of experience David Stevenson has in CRM technology for the financial industry. The entertaining seminar will include: When is the "right time" to get started? The value of "useful" technology in your business today. How to choose a contact manager that is right for you. How to choose a technology partner Open floor - Q&A Register today! Pre-registration required. FREE ADMISSION ( top)
Maximizer and Maximizer Enterprise Training Session		PowerAssist in conjunction with Spectrum Investments, is proud to offer a 4 hour training session for Maximizer Enterprise 2000. This training session is specifically designed for the financial planning industry and current users of Maximizer and Maximizer Enterprise. PowerAssist has been profiled in Investment Executive and David has been a contributing author in Duncan MacPherson and Associates quarterly newsletter. You or your assistant will benefit from the years of experience David Stevenson has in CRM technology for the financial industry. (back to top)
Training includes		You/ your assistant will walk away from this interactive session with techniques that you can deploy as soon as you get back to your office. Start using the POWER of YOUR Client Relationship Management system right away!
Lunch		Lunch served at noon SHARP - compliments of Sponsor
4 hours of interactive training		Specifically designed for financial planners.
Set up		Setting up your Maximizer - the right way...the easy way! get Maximizer working for you with auto-dialing, emailing and faxing. multi-user set up - more than one user, no problem.
Multi-user Calendars and Hotlists		Maximize your time management process Assign your assistant tasks - from your desk and have it all logged in the client file automatically!
Client Management Techniques		Interests, product holdings, ranking etc. "Client-Type Specific" mailing lists and merges to letters, fax OR Email for: fast updates, newsletters easy tracking of multiple birthdays, anniversaries, reviews no more missed GIC expiry notices fool proof KYC and much more!
Personal Customization		Tips and tricks designed to make your day easier. (back to top)