Austin/WILCO Chapter -Automation and Customer Relationship Management (CRM)

  • September 20, 2017
  • 11:00 AM - 1:00 PM (CDT)
  • Courtyard Marriott Pflugerville 16100 Impact Way, Pflugerville, TX 78660


Registration is closed

Topic: Automation and Customer Relationship Management

Customer Relationship Management (CRM)

This definition is part of our Essential Guide:

Guide to customer experience management best practices, technologie

Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. CRM systems are designed to compile information on customers across different channels -- or points of contact between the customer and the company -- which could include the company's website, telephone, live chat, direct mail, marketing materials and social media. CRM systems can also give customer-facing staff detailed information on customers' personal information, purchase history, buying preferences and concerns.

We're excited to let you know that one lucky member will win a complimentary room night at Courtyard Marriott Austin-Pflugerville from our venue host!  You can use it yourself (I know I could use a mini stay-cay) or pass it along to a client as a booking gift, etc.  What a great incentive to attend! 

Does this work for wedding businesses? We have a few members that use various CRM platforms so why not hear straight from them?Platforms that will be discussed are Shoot Q, Honeybook and Gigbuilder.  

Our featured presenter is Jeff Floyd owner of CMIT Solutions of Round Rock. Achieving Business Objectives Through Technology Services - As President of CMIT Solutions of Round Rock, Jeff Floyd leads a team of handpicked specialists who assess your IT problems, and analyze business objectives and business processes. For 23 years, Jeff has assisted small, medium, and large companies with the development, implementation, and management of technology solutions. As a trusted advisor to business leaders, he achieves business objectives by analyzing problems and employing the right technology, people, and processes for cost-effective solutions. Jeff is your link between your business and the technological world.

Jeff is all about accountability, responsibility, and leadership. In his management of technology projects at (now, he deployed applications and implemented technology upgrades for state agencies equaling over $1 billion in transactions. Jeff has led efforts to design, plan, and implement changes in how data centers manage Texas’ electrical grid. He also has experience in developing and deploying new office space, from establishing new IT systems to relocating existing ones.

Jeff is an active member with the Round Rock Chamber of Commerce and the Austin Chapter of the Project Management Institute. He teaches Project Management Professional exam preparation classes with the Austin chapter of Project Management Institute. He has also been an adjunct professor at Devry University and instructor at University of Texas Professional Development Center. Jeff Floyd has imprinted every aspect of his work ethic, professional values, and high standards on everything we do here at CMIT Solutions.

Discussion Outline

  • Three pillars of success
  • Role of Technology in a SMB
  • How to select a new technology component
  • Change Management
  • Some examples of Cloud based software for Wedding Vendors
  • Door Prize


Jeff Floyd with CMIT Solutions

Shelly Cole with Short and Sweet Weddings 

Nick Ruiz with Hype Rhythm DJ

Jason Rude with JR Digital Video and Re:Life Films

Chef’s Amuse

Miso Salmon Tartare

Pickled Ginger Vinaigrette, Scallion, Crispy Potato

1st Course

Open Faced Beef Cheek Ravioli,

Glazed Root Vegetables, Arugula, Local Olive Oil

2nd Course

Herb Crusted Tenderloin of Beef  

Fondant Potatoes, Baby Turnip, Rosemary Jus

3rd Course

Candied Hazelnut Pot Au Crème

Meeting Itinerary

10am - Vendor and Speaker Arrival/Setup

11am - Registration/Networking

11:15am - Hotel Tour

11:25am - Announcements

11:30am - Lunch/Shout-outs/What I Wish You Knew

12:00pm - Presenter Introduction/Presentation

12:30pm - Q&A/Presenter Door Prizes​

​12:40pm - ​Various CRM Platforms Discussion - Shoot Q, Honeybook, 


​1pm - Event Concludes/Teardown

Parking: Complimentary on-site parking


  • Please RSVP by the Friday before the meeting to take advantage of discounted pricing
  • All RSVP's after Friday (and walk-ups) will be assessed a late fee.


Michelle Bromley, Austin Chapter Director

  • Ticket purchase is valid for this event only and non-refundable.  Ticket may not be used for any future events.
  • An RSVP without payment is still considered an RSVP and you will be responsible to pay whether you attend or not.  You may cancel your RSVP by going to your profile on the website.
  • If you are unable to attend, someone else may come in your place - please email and your guest to verify.

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