Join us for our second meeting of 2019. We have some great speakers with current topics. Check out the agenda below.
We will meet at the Microsoft Office, 4301 Dominion Blvd Ste 200, Glen Allen, VA 23060 on Tuesday, May 14, from 9 am to 12 pm.
- Welcome & Introductions
- Chapter Business, UG News & Events
- Educational Sessions
- @Geoff Ables, C5 Insight
- 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.
- AI and Data Enrichment: What’s really going on with InsideView, Versium, LinkedIn, Sales AI and more?
The tools available to enrich contact and account records, build lists and perform advanced analytics 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.
- Networking/Roundtable Discussions
*Agenda and details subject to change.
There's room for you on the leadership team, so if you're interested, let us know.
Audience: All Dynamics users are welcome. Your UG Membership extends to ALL employees at your company, so we encourage you to invite your colleagues and fellow peers. Partner Members are welcome to attend provided they are accompanied by a customer. They can refer to our Code of Conduct for additional guidelines.