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Wednesday, October 14 • 1:30pm - 2:30pm
CRM Customization Preparedness: A Planning Perspective

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Most organizations using or planning to use CRM will require customizations unique to them and/or their industry. To reduce unnecessary manual efforts and duplicated fields and to increase CRM efficiency, you need to plan things out before beginning the customizations. This session will focus on what you need to consider as a CRM Administrator before diving into the customizations, to optimize your time and user adoption.

avatar for Jamie Whited

Jamie Whited

Director of Customer Experience, The Icebox
I have spent over 7 years immersed in the Microsoft CRM and Marketing Automation world. I have experience from all perspectives including training customers, implementation of these solutions, being an end user and even from a partner perspective. If you are passionate about CRM or... Read More →

Wednesday October 14, 2015 1:30pm - 2:30pm PDT

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