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Q2 Chapter Meeting 5/15

  • 1.  Q2 Chapter Meeting 5/15

    Posted Mar 13, 2019 04:23 PM
    Thanks to everyone who votes on our poll to determine which session would be presented at the Q2 chaper meeting!

    @Geoff Ables ​will be sharing on Designing Customer Engagement Processes. See the full description below.

    Make sure to register now to save your seat at this chapter meeting. We have an amazing line up of speakers so check out the full agenda and details here:

    Abstract: Designing Customer Engagement Processes

    Having processes is critical for CRM success. But few companies understand the unique characteristics of customer-centric processes. In this session, we will work through transforming customer journeys into processes. At the end of the session, you will have a blueprint for defining CRM ready customer engagement processes. Attendees will receive a copy of C5 Insight's "CRM Process Design Workbook" to use during the session and to take back to the office.

    Other key takeaways include:

    • Process design principles that can be applied to any people-centric process (sales, service, marketing, even employee-to-employee processes)
    • Learn from the successes, and failures, of other companies as they have attempted to adopt sales processes
    • Why the right place to start sales process design may not be managing opportunities or pipelines 

    Kylie Kiser
    Program Manager, CRM Experience
    Fairfax VA

  • 2.  RE: Q2 Chapter Meeting 5/15

    Posted May 02, 2019 05:17 PM
    Make sure you are registered for our next chapter meeting coming up in a few weeks! Here are all the details!
    When: Wednesday May 15, 8:30-12
    Where: Microsoft Chevy Chase, MD
    What: Stellar presentations and networking opportunities! This includes @Geoff Ables talking about designing a Customer Engagement Process (a session voted for by you!), @Kalpana Sivanandan teaching us about Microsoft Teams and @Nelson Johnson introducing us to Power BI!

    Get registered here and check out more details. See you there!


    Kylie Kiser
    Program Manager, CRM Experience
    Centreville VA

  • 3.  RE: Q2 Chapter Meeting 5/15

    Posted May 14, 2019 11:34 AM
    WARNING!! Great meeting ahead!

    Hello, from your friends in Richmond, VA!

    We're holding our quarterly meeting today. @Geoff Ables is presenting his CE processes session. AMAZING!​


    Patrick Wright, MCSE
    Senior CRM Administrator
    Cherry Bekaert LLP
    Richmond VA

  • 4.  RE: Q2 Chapter Meeting 5/15

    Posted May 16, 2019 12:47 PM
    Edited by Kylie Kiser May 16, 2019 04:21 PM
    Thanks to everyone who came out to our JAM PACKED session yesterday! We were bursting with great content and I hope everyone left with at least 1-2 takeaways they can share with their teams back at the office.

    If you want to learn more about our speakers, here are their CRMUG profiles:
    @Kalpana Sivanandan - Teams expert and fabulous person
    @Nelson Johnson - taught us about getting started with Power BI but also a developer extrodinare
    @Geoff Ables​​​ - presented on Designing Customer Engagement Processes and you can check out the ebook here:

    I have posted the presentations and photo slide show. Please also take one minute to share your feedback on the meeting so we can keep improving - Chapter Survey.

    Make sure you get registered for our next meeting happening on Wednesday August 14th. This is going to be a full day meeting with our friends from Richmond and Reston joining us. We already have 3 confirmed presentations and 2 presentations being finalized. This will be a great day with lots of opportunities for learning and networking! Register now to reserve your spot!

    Plus save the date for our Q4 meeting which is currently scheduled for November 13th. This event will be posted soon.

    What was your takeaway yesterday? What did you learn and share with your team?

    Kylie Kiser
    Product Owner, CRM
    Centreville VA

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