CRMUG Workshop - Sales Force Automation Best Practices (May 2011)

Customer Relationship Management is the business philosophy that lets you know your customers better, share information more thoroughly, and interact more completely. Using CRM technology to effectively and efficiently support your sales processes is challenging but can be especially rewarding – in terms of dollars and a more productive and happier sales team. This session will cover the elements of a successful SFA approach and the best practices from which you can leverage with your sales team.

Who should attend?

• Sales and Marketing 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 SFA Success - People, Process and Technology
• A review of a recent study on CRM Success
• Getting internal buy-in from Sales Management
  • Understanding the real ROI on your SFA investment
  • How CRM can improve personal and team selling results
• Automating your Sales Process
• SFA Deployment options
• Best Practices in:
  • Lead Management
  • Opportunity
  • Account Management
• Building a successful user adoption program

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