Webinars on the Upswing

We just hosted our first webinar and demo and had as our guest speaker Roy Jones of Aegis Wealth Management, affiliated with LPL Financial. Roy is a tech savvy, successful financial advisor and a power-user of Upswing CRM. It was very well-attended and the feedback has been fantastic. We promoted it via EventSpan.com (pictured above), the search and syndication service for web events; see the event listing here.

Web events are a great way to educate prospective customers about a product, and, in our case, having one of our customers provide some color as to how he and his firm use the "Team Plan" in Upswing CRM is a great way to share its features and benefits. We'll soon be publishing a regular schedule of webinars to customers and partners to join. Sign up here for the webinar series schedule.