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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
Module Two - Planning & Designing Your CRM Project
Module Three - Building a Successful User Adoption Program
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.