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CRMUG Workshop - Planning for CRM Success! (April 2011)

If you want your CRM system to be a success, don’t miss this non-technical session designed for business professionals on how to plan and implement successful CRM strategies. It is based on the integration of the best practices in business processes, people skills development, and CRM and complementary technologies. This event is open to all CRMUG members.

Customer Relationship Management is the business philosophy that lets you know your customers better, share information more thoroughly, and interact more completely. In business this can only be achieved through the integration of people, business processes, and the effective use of CRM technology. This session shows you a step by step game plan on how to successfully implement CRM strategies, technologies and processes into your business.

Who should attend?

  • Sales, Marketing & Customer Service Leaders responsible for implementing company-wide CRM solutions
  • Business Owners, Vice Presidents and Regional Managers responsible for Sales Force, Marketing or Customer Service automation
  • CRM Project Managers

Join Rick McCutcheon, a recognized leader in the CRM community for his innovative approaches to user adoption and sales force effectiveness, as he reviews:

  • The 3 Pillars of CRM Success - People, Process and Technology
  • Understanding the real ROI on your CRM investment
  • Getting internal buy-in from Management and End Users
  • An overview of Steps to CRM Success
    • Planning your project
    • Strategic CRM Design
    • Keys to getting your system built on time and on budget
    • Building a successful user adoption program
    • Planning your CRM Future

This is an open CRMUG event, available to all CRMUG Members.

Event Type

Roundtable/Workshop

Schedule

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