Optimize Your CRM: Best Practices for Adoption and Utilization

October 9, 2024

2:00 pm EST

Details

Join our expert-led webinar to discover how to successfully adopt and utilize your CRM within your organization. Discover best practices for engaging your team, leveraging leadership insights, and integrating key business processes to maximize productivity and drive results. Whether you’re new to a CRM or looking to enhance your current usage, this session will equip you with the tools and insights to succeed.

What You’ll Learn:

Empower Users with the Right Tools
A CRM is designed to simplify tasks and improve efficiency, leading to higher user engagement and adoption.
Leverage Leadership for Insights and Performance
Equip your leadership team to use your CRM for valuable insights, performance tracking, and driving accountability.
Integrate Critical Processes into the Platform
Embed key workflows within your CRM to streamline operations and make the platform an essential part of your business.

Speakers

Chris Fay

Founder & CEO

Chris Fay, Founder and CEO of TrebleHook and President and CEO of TPM, brings a wealth of experience in the Architecture, Engineering, and Construction (AEC) industries. A Clemson University graduate in Construction Science & Management, Chris honed his skills in business development and project management before leading TPM to significant growth and celebrating its 50th anniversary. He founded TrebleHook in 2021, leveraging Salesforce to create a pioneering Project Pursuit Platform for AEC firms. Chris is driven by a personal mission to inspire growth with bold humility and enjoys time with his family, outdoor activities, and personal development.

John Goff

Director of Business Development

John Goff, Director of Business Development at TrebleHook since 2021, brings over five years of specialized experience in CRM within the AEC industry. His deep understanding of cloud solutions, IT security, and CRM dynamics has been key in enhancing TrebleHook’s project pursuit tools. Prior to joining TrebleHook, John honed his skills in business development, focusing on driving growth and technological innovation in the AEC sector. He holds a bachelor’s degree in business management from Eckerd College, which complements his practical experience and strategic insights in the industry.

Get started with TrebleHook today

TrebleHook is transforming the AEC industry with our dynamic CRM and project pursuit tool, specifically designed to streamline project pursuit and enhance client relationships. We’re not just about tech for tech’s sake; our focus is on making real, positive impacts on the daily lives of AEC professionals. By centralizing critical project data, improving collaboration, and leveraging advanced analytics, TrebleHook empowers you to pursue and land the right projects. Join a community of innovators and trailblazers who are not just using software but building lasting connections and achieving new heights in the AEC world.

Office

1003 Laurens Road,
Greenville, SC 29607

TrebleHook For:

Architecture

Engineering

Construction

Additional Resources:

Release Notes

Consent Preferences