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Topic Notes from yesterday's Chapter Meeting, please review and add to the list

  • 1.  Topic Notes from yesterday's Chapter Meeting, please review and add to the list

    TOP CONTRIBUTOR
    Posted Nov 10, 2017 12:23 PM
    Thank you Laura and team for the warm welcome to the chapter yesterday.
    Very well run and organized!! Congratulations on your chapter award too!!

    Here are some topics I heard during the discussions. Please add to if you have anymore you would like us to look at developing content around for CRMUG webinars or events.
    • Integration to OneNote, Better ways to categorize via CRM in notes vs. using OneNote
    • Adobe and how it compares to Click Dimensions and HubSpot and Marketa
    • Using the "App" Feature within CRM
    • Using Connections within CRM
    • Most companies were understaffed so maybe a session on how to get the most from your current employees
    • What are the benefits of running multiple instances of CRM?
    • Data Integrity and De-Duping
    • Security concerns around how data is submitted back and forth from add on solutions
    • GDPR, What is it and how do I protect my site from fees?
    • What is ORG Insights and how can my organization use it?
    Attached are a few pictures too.
    Have a great weekend!

    ------------------------------
    Tonya Anderson
    CRMUG
    Fargo ND
    877-324-8880 Ext 1451
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