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January 18th | 10:00am PST | Free to members (non-members $25)

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How To Track And Manage Day-To-Day Sales Activities And Boost Revenue

Why attend this webinar?
Do you feel like your company needs a boost in its sales performance? Do you hear complaints from your sales team indicating that they need a better way to do their jobs? Do you see your competition using empowering its salespeople and eating your lunch as a result?

What you will learn:
Customer Relationship Management (CRM) is a process or methodology designed to guide the activities of sales personnel. CRM tools are implemented to help enforce the process or methodology on a daily basis.

How to apply this technology in your business:
You'll learn the importance of identifying and documenting the organization's existing business processes and be able to compare and contrast 3 popular CRM systems. You'll learn the basics of navigation and how to enter data for organizations, contacts, and activities and how these systems integrate with Microsoft Outlook. Finally you'll learn how to overcome resistance during the implementation of the a system.

Who should attend: Business owners, sales executives, and team members responsible for sales activities


Manish Bhardia

Brian Iinuma
Strategic System Group, Inc.
A Microsoft Technology Partner

Eddie Bader
Company Built

Eric Klauss
PartnerSource Solutions

About the Presenters:
Manish Bhardia has over 19 years of experience in technical architecture, project management, business process consulting, solutions development and service delivery. Manish is a member of the Board for International Association of Microsoft Partners and the Microsoft Community Connection team.Owners, Sales and, Marketing executives, team members responsible for lead generation.

Brian Iinuma Brian Iinuma has over 25 years' I/T experience in Enterprise Resource Planning (ERP), payment processing, and direct marketing.  He is the President and co-founder of Strategic Systems Group, Inc. (SSG), a provider of I/T services to small and mid-sized manufacturing and distribution companies.  SSG's core competence is the implementation and support of ERP applications including Infor LN, Microsoft Dynamics, and SYSPRO.  Mr. Iinuma is active in the Southern California chapter of International Association of Microsoft Channel Partners (IAMCP - SoCal) and the Microsoft Community Connections Program (MCC). He has made a series of technology presentations to the South Bay Chamber of Commerce, the Orange County chapter of SCORE, and a number of business associations. Mr. Iinuma holds B.S. and MBA degrees from the University of California, Los Angeles.

Eddie Bader Eddie Bader of Company Built started his technology career at the Disneyland Resort working on their SAP. He currently works with many different industries including nonprofits, healthcare providers, and department of defense contractors. Eddie is client-focused and works to develop solution-based IT recommendations that meet a client's needs.

Eric Klauss has over 20 years of experience selling, consulting and recommending business technology solutions, especially ERP & CRM as a customer, consultant, and salesperson in the industry. Today, he provides his sales and marketing expertise to PartnerSource Solutions clients and is a SCORE Mentor to business clients in Southern California.

Thank you to our sponsors:

Flyer available to download here.


contact: Dave McCormac


phone: 323.728.9500, Ext. 299

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