Schaefer partners with Unanet, Miller-Valentine Construction + Mike Herzfeld Solutions Engineer for the Ohio Unanet CRM Meetup + Happy Hour on Wednesday, March 8, 2023 at The Kitchen. The event mixes best practices, real world experiences + hands-on learning.
Schaefer, a Unanet CRM customer for over a decade, has worked closely with the architecture/engineering/construction-focused client relationship management software provider to develop the opportunity, backlog, project details, contact information + personnel database that effectively tracks the thousands of projects that the firm prospects over any given year. During the meetup event, Schaefer Executive Vice President Ryan Konst + Client Relationship Manager Meg Mueller will share best practices for driving client management using Unanet CRM.
Other topics include:
- Best practices for managing pipeline
- How to increase efficiency using workflows
- How to use Unanet CRM for Outlook
A networking happy hour at The Studio will follow the meetup event.