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CRM Webinars

The Intelestream Webinar Series is a service we offer to help people become better informed about Customer Relationship Management, one of the most crucial aspects of any business. Whether you are a new user starting from the basics, an advanced administrator or forming a new company, you will benefit by attending a webinar lead by our senior CRM consultants.


We offer a range of CRM related webinars for all levels. Course nomenclature follows a University style system:

  • 100 level classes - CRM beginners who are in the first stages of using or implementing a new system. These classes are also suitable for anyone who needs to decide which CRM application is appropriate for their organization.
  • 200 level classes – New CRM users who need to learn more about the specifics of their system and what they can do with it. By completion of the 200 level, a user should fully understand the ins and outs of CRM from a standard use-case scenario.
  • 300 level classes – Advanced CRM users and new administrators seeking guidance in deeper CRM functionality. Includes instruction on light customizations, workflow rules, and cross application integration tools. "How can I make the most out of our CRM investment?" and "How can I make our CRM work especially for our organization?" are the types of questions addressed in our 300 level courses.
  • 400 level classes are designed to train advanced administrators on expert topics that include CRM maintenance, upgrades, and data cleansing. We also discuss best practice methods in which administrators can train their own users and explore deeper customization opportunities.

To register for an Intelestream Webinar, click on the desired webinar below.

Webinar: Understanding CRM


Intelestream CRM consulting helps businesses of all sizes better understand Customer Relationship Management (CRM) in this one hour webinar. We address five key aspects of CRM with which all businesses should be familiar:

  • Defining CRM and why businesses use it
  • CRM processes involving sales, marketing, customer support, e-commerce, and reporting
  • Implementation best practices and encouraging user adoption
  • Customizations, maintenance, and enhancement
  • Overview of the CRM marketplace: matching specific business needs with the right CRM Platform

There is a question and answer session focusing on the specific business case scenarios of attendees. From start-ups to Fortune 100s, this webinar is appropriate for attendees representing organizations in all stages of growth.

Webinar: Affordable Online CRM Alternatives


Once upon a time, the only option for businesses when it came to online CRM, was the™ application. However, over the past couple of years, competition in the market has heated up and there are more affordable solutions tailored to meet the needs of small businesses. In this one hour webinar, Intelestream consultants will educate attendees on viable alternatives to consider when it comes time to renew your CRM license.

Webinar: A Practical Approach to Social CRM for Small Businesses


Everyone says your company should be using Twitter, Facebook, etc to connect with customers. But that's easier said than done, right? As a Small Business owner or manager how can you practically leverage Social CRM to its fullest potential? How can you make sense of the subject when there is a sea of information out there which is often conflicting and overwhelming? In this one hour webinar, Intelestream senior consultants will answer all these questions and provide an easy to understand overview of the often complicated concept of SocialCRM. Additionally, they will offer tips on how small businesses can drive results by applying Social CRM to marketing and sales processes. A question and answer session will follow.

Understanding Open Source

Course Level: 100
Learn the basics about Open Source. In this webinar you will learn:

  • What is Open Source?
  • Compare Open Source Business Models to Standard Business Models
  • Open Source Success Stories
  • Open Source Economics
Log in or register below to view webinar.

Understanding CRM

Course Level: 100
Learn the basics about CRM. In this webinar you will learn:

  • What is CRM?
  • Implementation Best Practices
  • CRM Trends
  • Maintenance and Support Strategies
Log in or register below to view webinar.

intelecrm Town Hall Meeting

Intelecrm is the award-winning online CRM solution designed to help businesses automate and grow their business. Affordable and user friendly, but powerful and sophisticated, intelecrm is a hosted CRM product with enhanced features that comes fully managed and supported. View a recording of our Weekly Town Hall Demo:

  • About Intelestream
  • About intelecrm
  • Why intelecrm
  • Demo
  • Intelestream Resources
  • Next Steps

Log in or register below to view webinar.


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Intelestream Inc - Phone: (800) 391.4055 - Fax: (312) 244.3765 - Address: 27 North Wacker Drive Suite 370 Chicago IL 60606
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