With over 20 years financial services experience in the credit union, bank, finance, energy sector, along with several years working in the non-profit sector, Jason Heffren will help you to maximize the potential of your existing CRM system, help you through the CRM selection process, train your managers and sales staff and walk you through the changes required to become more profitable both through new sales but through developing efficient sales processes. In addition, Jason has experience with Loan Origination, Business Analytics and In-House Cheque printing solutions and can guide you in your selection, implementation and delivery of these solutions in your organization.