CRMUG California (Irvine/Orange County) Chapter Meeting / FlowUG Q2 2019

When:  Jun 7, 2019 from 1:00 PM to 4:00 PM (PT)
Don't miss two insightful and informative sessions at the Orange County/Irvine User Group June 7 from 1:00 - 4:00 pm.

* SESSION 1 - Better Activity Management: Configuration, Adoption, AI

* SESSION 2 - AI, Research and Data Enrichment: What’s really going on with InsideView, Versium, LinkedIn, Sales AI and more

* As always, free snacks are included!

DETAILED DESCRIPTIONS:

Learn how to improve adoption, analytics and AI through better activity management

Most teams struggle to get full adoption of activity management. Users often complain that planning and tracking activities in CRM can slow them down. Yet without this foundational building block in place, an entire CRM project can fall apart. Perhaps, more importantly, is that activity tracking is the raw material that fuels better analytics and AI.

In this session, you will learn how to configure activity management to drive productivity, adoption and a better user experience. We will walk-through the activity management features in Dynamics 365, methods for improving how they are configured, the best way to use Outlook integration, and best practices for weekly and daily activity management for your users.

Take away a simple 4-step approach to transform your CRM into a proactive planning solution

AI, RESEARCH AND DATA ENRICHMENT: WHAT'S REALLY GOING ON WITH INSIDEVIEW, VERSIUM, LINKEDIN, SALES AL AND MORE

Identify the right solution for analysis, research and data enrichment for your organization

The tools available to analyze data, make better decisions, enrich contact and account records and build lists in Dynamics 365 for Customer Engagement are evolving at a dizzying rate. In this session, we will demonstrate the main contenders, discuss some others, unveil the pros/cons and costs of each and discuss the future roadmap for these important CRM enhancements.

Attendees will learn about: AI for Sales, InsideView, Versium, LinkedIn Sales Navigator, Relationship Assistant and more.

• Learn which tool(s) are right for your organization
• Discuss the actual (and missing) functionality available in each of these solutions
• Understand the total cost of ownership for analytics solutions
• Identify the 1 biggest user adoption problem, how it relates to AI, and how these solutions help to cover this adoption gap

Location

Microsoft Office
3 Park Plaza
Irvine, CA 92610

Contact