Session Details
Day: 15/03/2017
Time: 13:30 - 14:45
Room: Laurus

Track: Sales, Marketing, Demo
Level: 200 - Intermediate
Audience: Consultants/Developers/Selling and Marketing Partners
Selling and Implementing Successful CRM Projects

Description: Workshop on Implementing Successful CRM Projects 

Customer Relationship Management is the business philosophy that lets you know your customers better, share information more thoroughly, and interact more completely. In business this can only be achieved through the integration of people, business processes, and the use of CRM technology. This is a non-technical session designed for business professionals. we will show you a step by step game plan on how to successfully implement CRM strategies, technologies and processes.

Module One - Introduction to Customer Relationship Management

  • The 3 Pillars of CRM Success - People, Process and Technology
  • Understanding CRM 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


    Module Two - ​​​​​Planning & Designing Your CRM Project

  • Overview of Steps to CRM Success
  • Building a Successful User Adoption Program
  • Avoiding CRM project failures and pitfalls
  • Assemble your CRM project team
  • Mapping your CRM business processes
  • Creating a successful CRM roadmap and project plan
  • Setting budgets, time requirements, priorities, and project objectives

Module Three - B​​uilding a Successful User Adoption Program

  • Winning with People & Managing Change
  • Best Practices for Training
  • Strategies for User Adoption Success
  • Creating a Culture of CRM
  • Planning for the future
Introducing Your Speaker

Rick McCutcheon, Sales Process and CRM Expert, Full Contact Selling

Rick is a Dynamics 365 CRM MVP and expert in Technology Sales, Social Selling and CRM. Rick has been involved with the CRM Industry for over 20 years as a Company Founder, Senior Executive, Reseller, Board Member, Educator and Consultant. Rick is also a much sought after speaker and workshop leader who draws on his 20 years of real world experience working with hundreds of CRM professionals. He has recently delivered his practical yet innovative messages on building long term customer relationships at eXtremeCRM and the Dynamics User Group Communities Summit.