Webinars

CRM for Wealth Management & Private Banking
GaleForce CRM for Wealth Management, built around the Microsoft Dynamics CRM infrastructure, is a highly tailored CRM solution designed specifically to meet the unique requirements of managing high net-worth, emerging affluent and mass affluent clients. The solution was crafted to address the unique business processes, team roles, workflow, terminology and security requirements specific to Wealth Management and Private Banking organizations.

Join us online on Thursday, October 16th to discover how GaleForce CRM for Wealth Management can help you deliver a highly personalized customer experience, while increasing share of wallet and providing high levels of security for sensitive client data.

For more information and to register, visit our website.

Professional Development Series

The Four Hats of the Sales Manager
Join us at our next Professional Development seminar on November 19th! We will be hearing from Next Level on "The Four Hats of the Sales Manager". Participants in this event will leave with a thorough overview of what it takes to inspire and lead others.

Harvest Solutions offers the Professional Development Series to help your staff build sales, marketing, and customer service skills. These sessions are available free of charge to our clients and prospects. Previous topics have included: Internet Marketing Essentials, Take the Stress Out of Public Speaking, How to Cold Call and Build Customers and Manager Mechanics: People Skills for First Time Managers.

To be notified about this event or to join our mailing list for future events, please contact Cathy Boudreau at cboudreau@harvestsolutions.net or (781) 530-3736, x100.

Client Forums

Join us at one of our client forums! The client forum is a great place for CRM users to exchange ideas and ask questions to each other and an experienced CRM consultant. Meetings consist of a presentation on a featured topic, followed by a "what's new" with the CRM product and a question and answer period.

Harvest Solutions offers client forums for:

• Microsoft Dynamics CRM
• Salesforce - New England
• Salesforce - Florida

To join our mailing list, please contact Cathy Boudreau at cboudreau@harvestsolutions.net or (781) 530-3736, x100. Please be sure to tell us which client forum you wish to join.

To see a schedule of events, please visit: http://www.harvestsolutions.net/events.

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