To kick off Sales Mastery 2014 we have set aside time to deliver a CRM intensive pre-session. From 9am-12pm we have scheduled a line up of high-energy, top-producing loan officers to share their best practices using Mortgage Planner CRM.

Featured Presenters & Topics:

Jeremy Forcier: Task Mastery, Reports and Team Accountability
Susan Pryor: Scaling CRM for a team of 20 and workflow management
Julie Miller: Leveraging the power of CRM to grow your business through referral sources

The CRM Summit will conclude with a Panel Discussion with all three speakers regarding CRM best practices led by Mike Gulitz.

If you are attending Sales Mastery 2014 this pre-session is available at no extra cost. If you'd like to attend the pre-sessions you must register before you attend.

Join us at Sales Mastery 2014 for the CRM Summit and learn to utilize your database more efficiently to grow your High Trust business!