Many CRM users are unaware of the vast capabilities of workflows. From managing repetitive tasks to ensuring information is updated, workflows are extremely versatile and easy to set up – no matter if you use Deltek Vision, Deltek Vantagepoint, Cosential, or other non-industry specific CRMs. Most CRM workflow functionally operates the same. 

In this special, limited-time bonus episode I am going to talk about what workflows are and how to identify when you can use a workflow. In the next bonus episode, I’ll share the script I use with clients to actually build their workflows, examples of the most popular CRM workflows, tell you how you can get my workflow builder worksheet to help you build your own workflows – no matter what CRM system you own.

This is a special bonus episode of the Marketers Take Flight Podcast that will only be available until November 30, 2021. And it’s just a sample of the type of bonus content you can get by becoming a Marketers Take Flight Community Member. 

If you’re looking for a mentor. Someone to go alongside you AND who gets what it’s like to be an AEC marketing, push you to that next career level while giving you actionable advice, like this very episode, then join the Marketers Take Flight membership community. 

For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.