$20

Planning For CRM Success Workshop

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Location

Bay South Meeting Room Quality Inn

180 Bay St

Sault Ste. Marie, ON P6A6S2

Canada

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Refund Policy

Refund Policy

Refunds up to 1 day before event

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Description

Event Description

This is a non-technical session designed for business professionals on how to plan and implement CRM strategies. It is based on the integration of the best practices in business processes, people skills development, and CRM technology. 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 session shows you a step by step game plan on how to successfully implement CRM strategies, technologies and processes into your business.

Course Outcomes:

  • On completion of this fast-paced workshop, learners will be able to:

  • Clearly understanding what the benefits and importance of CRM are to your strategic business initiatives.

  • More accurately estimate the budgets, timelines, and tasks for CRM Implementations.

  • Define processes and strategies that will help better define and manage customer, prospect, and partner touch-points.

  • Better measure 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.


Program Facilitators- Rick McCutcheon, Dynamics CRM MVP, CSP – Certified Sales Professional

Rick is an expert in Sales Productivity, Social Selling, and CRM. Rick has been involved with the Technology
Industry for over 20 years as a Company Founder, Senior Executive, Reseller, Board Member, Educator and
Trainer.

What is Rick McCutcheon up to:

  • Leads a Sales Productivity Training Practice

  • Facilitates Sales and CRM Best Practices workshops and webinars for leading Corporations and

  • Associations including Canadian Professional Sales Association, Microsoft Corporation, the Dynamics CRM User Group and eXtreme CRM

  • Contributed to the book – Sales Gurus Speak Out – with the chapter titled “Power Up Your Sales with technology”

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Date and Time

Location

Bay South Meeting Room Quality Inn

180 Bay St

Sault Ste. Marie, ON P6A6S2

Canada

View Map

Refund Policy

Refunds up to 1 day before event

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