CRM Marketing Magic: 2-Part Series, Part II - Making Your Data Work for You

January 14, 2020
7:30 AM - 9:00 AM

Joeris Training Lab
823 Arion Pkwy
San Antonio, TX 78216

CRM software can truly be a marketer’s best “magician’s assistant.” The trick is capturing the data effectively and training it to “perform”. The first step is thinking about marketing data globally – from sales cycles to staff members – then learning the most efficient ways to gather, maintain and generate it.

  • Part II, Trick II: Templates and Proposal Generation in Cosential (demonstration and presentation by Joyce Watson, CPSM)
    • In “Part II, Trick II,” we’ll pull back the curtain on how exactly an InDesign template can connect with Cosential to save significant time for marketers juggling multiple deadlines. Joyce will walk through top tools in Cosential and InDesign for organizing pursuit intelligence and project information, including customization and generation tools for project sheets, lists, and resumes directly from Cosential to InDesign and how to turn your InDesign SOQ template into a CRM-friendly template for quick, up-to-date marketing materials.


$30.00 Member, Part II

$40.00 Non-Member, Part II