Post-Conference Academy

Extend your learning and stay an extra day!
Take advantage of the Post-Conference Academy offering on Wednesday, May 10

CRMUG Post-Conference Academy

Academy - Implementing a Winning CRM Strategy - Planning for CRM Success
May 10, 2017 | 9:00 AM - 4:00 PM


Upon completion of this fast paced workshop, participants will be able to:

  • Clearly understand the benefits and importance of CRM in achieving your business goals and strategic initiatives
  • More accurately estimate budgets, timelines and tasks for your CRM implementation
  • Learn processes and strategies that will help you define and manage customer, prospect and partner touch-points
  • Improve the measurement of customer interactions, sales productivity and opportunity management
  • Increase profitability by identifying and eliminating or reassigning non-productive tasks
  • Put into action proven techniques to plan, implement and support successful CRM initiatives in your business

Instructor: Rick McCutcheon, CRM MVP, CSP-Certified Sales Professional

Part One - Introduction to Customer Relationship Management

  • The 3 Pillars of CRM Success - People, Process and Technology
  • Understanding CRM Applications:
    • Sales Force Automation
    • Marketing Automation
    • Customer Service
    • Partner Relationship Management
    • XRM Applications
  • The real ROI of CRM - How to Position the ROI on CRM for
    • C Level Executives
    • Customer Experience Managers
    • Marketing Teams
    • Sales Management
    • IT Management
    • XRM Developers

Part Two - Planning & Designing Your CRM Project Cont’d

  • Avoiding CRM project failures and pitfalls
  • Assemble your CRM project team
  • Creating a successful CRM project plan
  • Setting budgets, time requirements, priorities, and project objectives
  • Mapping your CRM business processes for:
    • New Business Development
    • Account Management
    • Marketing
    • Customer Service
  • Best practices in customization
    • Leveraging pull downs, pick lists and workflows
    • Template requirements and design
    • Integration with email
    • Data management

Part Three - Building a Successful User Adoption Program

  • Winning with People & Managing Change
  • Best Practices for Training
    • Train the Trainer
    • Classroom Training
    • Web Training
    • Coaching
    • Recorded Sessions
  • Strategies for User Adoption Success
  • Creating a Culture of CRM
  • Planning for the future

Audience: Sales, Marketing & Customer Service Leaders responsible for implementing company-wide CRM solutions.
Business Owners, Presidents, Vice Presidents and Regional Managers responsible for sales force, marketing or customer service management and automation.
IT and Project Management Professionals responsible for CRM solutions

Already registered for Focus?
Add Academy to your existing registration

1. Login to the Focus site and click Register.

2. This will bring you to the Focus 2017 Registration page – you will see a message stating "You are currently Registered." Click on Edit Registration (right side of screen).

3. When you see your Focus registration, click Edit.

4. On the next screen, click Add Activities.

5. Click Sessions to see the Post-Conference Academy class. Check the box next to the class title you're interested in.

6. Follow the prompts to complete the process of adding this class to your registration.

Members
(Paid Annual Membership)

$799

 

Non-Members

$1,099

 

Register