Frequently Asked Questions

Q: When is the right time to consider a CRM Specialist?

A: When you are servicing 300 - 500 clients or more. (This varies somewhat depending on client load and needs).

Q: What does a CRM Specialist do?

A: A CRM Specialist plays a vital role in enhancing customer relationships and driving business success. They also save SVPs and RVPs enormous amounts of time and money by doing the right stuff, the right way, the first time.

Q: What Qualities do great CRM Specialist posses?

A: Excellent Client Relationship Skills, Proficient with Technology, Comfortable with Phone Calls with Current Clients, Great Organizational Skills.

Q: How Do I Get Started? Do I Need A CRM Specialist Before I start Training?

A: Whether you are using the training as a SVP, RVP or a CRM Specialist the CRM and outreach training will help your business flourish. You can book an intro call with Emma now by clicking the button at the bottom of this page.