CPS Proudly Launches Waldenwoods NEW CRM

06/12/2019

Since its founding in 1837, Waldenwoods Resort and Conference Center has remained a staple in our community for peaceful and relaxing get-aways and offering charming and historic venues for weddings, banquets, and conferences all while surrounded by 400 acres of wooded, natural splendor and sitting upon a beautiful 140-acre spring fed lake.

Like any business, especially ones that are generational, things need to be updated. Frustrated by using out-of-date, multi-database systems that don’t “talk” to each other, owner, Brian Crouse, contacted CPS for help. He came to our team seeking a platform that streamlines his entire business operations, and although the entire CRM is not complete, the Banquet part of it was launched in late December and functioning as intended.

´╗┐Now, his entire Banquet and Conference Center team can communicate effectively with leads and clients via a customized emailer and client portal, schedule tours and events, assign/manage tasks, track leads, coordinate events, build customized event packages and contracts, classify vendors, collect payments, and easily review data through reports.



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