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sales and marketing tool from keap will show you how to organize and segment your list of contact, automate setting consultations or appointments and even buld a business card email campaign

The Perfect Customer Lifecycle

In this presentation you will get a live look inside of a sales and marketing automation tool, KEAP. You will see how you can start to organize and segment your list of contacts, automate setting consultations or appointments, and even build a business card email campaign to help stay in touch with new contacts. (Yes! There’s a mobile app that can automatically help you follow-up with your new leads)

dawn brolin talked about fraud detection and prevention during today's technology tuesday. here are some ways you can do the same in QuickBooks Desktp.

Tech Tuesday Recap: Detect & Prevent Accounting Fraud

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didn’t disappoint!

Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) & Certified Public Accountant (CPA) enabled her to deliver technical and contextual insight in a manner attendees were able to understand, and relate to the topic presented. It also enabled the presentation’s smooth, methodical flow of presenting the ABCs of Fraud Detection & Prevention.

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