CRMUG Summit 2015 has ended
CRMUG Summit 2015 Content is nearly finalized.   Minimal updates may be made however through mid-September 2015.  

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Enterprise [clear filter]
Wednesday, October 14


High Performance Customer Care
For any organization, particularly the enterprise, how do you really execute against a customer care-focused organization? Join this session to dive into how you bridge the technology islands of data, Dynamics CRM, USD, and Parature to provide high performance customer care.


Wednesday October 14, 2015 9:45am - 10:45am


Be a Playmaker with Governance and Change Management Concepts
What is CRM governance? Why define your CRM? Join this session to bring balance to your CRM deployment and explore CRM system governance and change management. This presentation emphasizes key concepts to developing the enterprise focus needed to help drive toward success of your CRM project's overall objectives.

avatar for  Clarissa Simpson

 Clarissa Simpson

Dynamics CRM Specialist/Systems Analyst, Ford Motor Company
Microsoft Dynamics CRM Specialist / CRMUG Board of Advisors / Technology Project Manager / CRM Governance Guru / Quality Systems Call Centers / CCA & CCD / Unified Service Desk "Coming together is a beginning, staying together is progress, and working together is success." ~ Henry... Read More →

Wednesday October 14, 2015 9:45am - 10:45am


Who's on First? Learning to Run Those Cases Better
Case Management has vastly improved over the years in Dynamics CRM, yet we still have the same challenges of knowing “Who’s on First” when it comes to helping our customers be successful and understanding the Key Metrics and trends to look for. Join this session to evaluate best practices in using Case Management in Dynamics CRM to serve customers better and score some runs as you learn to run those CRM bases better!

avatar for Matthew Panzano

Matthew Panzano

CRM Practice - Director, Catapult Systems
Mr. Panzano has been in the computer systems industry for over 30 years he has worked at several fortune 500 companies, including 5 years running the Microsoft Support Team at TechData Corporation and 10 years as an Information Worker Principal Technology Specialist at Microsoft... Read More →

Wednesday October 14, 2015 1:30pm - 2:30pm
Thursday, October 15


Maximizing and Designing for Best CRM Performance
Join this session to learn loads of tips, tricks, and best practices from real-world CRM systems that are large, complex, and demand top-notch performance. This session is focused mainly on on-premises CRM systems, but some tips will also apply to CRM Online and hosted environments.


Alex Fagundes


Thursday October 15, 2015 8:00am - 9:00am


Leveraging CRM, SharePoint, and O365 to Streamline Your Revenue Acquisition Process
Tata Technologies, an enterprise engineering services and product development organization, embarked on a Sales War Room transformation across the 7 Key Pillars of Sales Transformation. This CRMUG member organization has since upgraded to CRM 2015. This session will provide an update of the Sales Transformation while also discussing early learnings from integrating CRM, SharePoint, and Office 365 to streamline the Revenue Acquisition process. You will also learn about the important role of Analytics in the Sales Journey.


V. Balaji

Chief Information Officer, Tata Technologies
Global CIO of Tata Technologies. Responsible for CRM, ERP, Infrastructure, Engineering and Product Development systems @ Tata Technologies. Tata Technologies believes "Better Products Benefit People .. That is our Business". Talk to me about Manufacturing Industry, Auto, Aero... Read More →

Thursday October 15, 2015 8:00am - 9:00am
Friday, October 16


How Social Engagement Can Drive Timely Marketing
Social Engagement opens up new channels of understanding for your prospects, customers, and market segment. Come see the solution and hear real marketing scenarios leveraging Social Engagement.

avatar for Margaret Wise

Margaret Wise

Senior Director, Arke
Margaret is an 18 year veteran of the CRM industry and a Dynamics CRM expert since v1.0. With Arke, Margaret is focused on helping companies through digital transformations with the goal of improving customer experience. This includes creating a strategic roadmap, implementing martech... Read More →

Friday October 16, 2015 10:30am - 11:30am