Engage & Connect
Interactive Eldermark
CRM Product Review Luncheon

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August 1, 2023

12:00 pm - 1:30 pm  

Cave Dining Room 
Lora Hotel  
Stillwater, MN

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MEETING AGENDA

• Discussion and Review of the Modernized Eldermark Sales CRM

  • We will provide an overview of the updated features and enhancements in our sales CRM, designed to streamline your sales process and maximize your efficiency.
    
    

• Top 5 Feature Enhancements and Feedback

  • We will present the top five feature enhancements that have been implemented based on client feedback and industry best practices. We are eager to hear your thoughts and gather your feedback on these updates.
    
    

• Top 5 Requests for the 2nd Phase of Launch

  • As we plan for the next phase of our product launch, we want to ensure we prioritize the features and functionalities that matter most to our clients. We will be seeking your input on the top five requests for the upcoming phase, so your suggestions can directly influence our development roadmap.

If you have any questions or require further information, please do not hesitate to contact Crystal Craig at ccraig@eldermark.com or by text/phone at 530-230-7182.

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