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

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Marketing [clear filter]
Wednesday, October 14
 

9:45am

Powering Your Customer Journey
Understand how to power your entire customer journey through the technology you likely already own. This session will help you understand what a customer journey is, and how CRM, Dynamics Marketing, e-commerce, CMS, and other tools fit together to provide the entire Journey for your prospects through customers. Attendees will walk through the customer journey of a client and we will demonstrate how all the tools integrate to provide a seamless Journey for the customer.

Speakers
ZW

Zack Wenthe

National Marketing Strategist - Dynamics Marketing, RBA Consulting
Zack Wenthe has over 10 years marketing and operations experience in the areas of design/branding, marketing operations, marketing development, campaign management, and marketing resource management. He has worked with Fortune 500 and private corporations both in media, hospitality... Read More →


Wednesday October 14, 2015 9:45am - 10:45am
D4

1:30pm

Witnessing Marketing 101 - OOTB for the End User
Many organizations extend the Marketing functionality of Microsoft Dynamics CRM by integrating another solution such as Dynamics Marketing or a third party. However, there are some built-in marketing features in CRM. In this session, we will demonstrate the out-of-the-box marketing capability and discuss areas that are typically extended outside of CRM.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
avatar for James Bowen

James Bowen

Product Manager, Hitachi Solutions
At Hitachi Solutions I provide sales support and act as Marketing Automation subject matter expert for sales and consulting teams. I have worked with CRM and Marketing Automation 5+ years and have become an expert around integration and marketing and sales alignment.


Wednesday October 14, 2015 1:30pm - 2:30pm
C1
 
Thursday, October 15
 

8:00am

Rolling in the Deep Dive of Microsoft Dynamics Marketing
Did you know that Dynamics has a great solution for all Marketing needs that is natively integrated to Dynamics CRM? Don't underestimate the things that Microsoft Dynamics Marketing (MDM) can do as you dive deeper into what it is, what it can or can't do, where it fits, and what is it good for in your marketing automation or resource management needs. Join this How2 demo-oriented session to learn and know more about MDM.

Speakers
avatar for April Desling

April Desling

Senior Solutions Architect, Coffee and Dunn
I bring a valuable financial and analytical perspective to the marketing table. Prior to becoming a Coffee + Dunn marketing operations and solutions consultant, I served as a marketing analyst, conducting retail and email segmentation and results analysis for a leading multi-channel... Read More →
avatar for Jon Petrucelli

Jon Petrucelli

VP, Coffee & Dunn
Dynamics Marketing - Building best in class marketing systems and programs in the Dynamics CRM world.


Thursday October 15, 2015 8:00am - 9:00am
C3

2:00pm

Marketing Options & Automation to Complement CRM
The marketing software space is a very crowded area, and when looking for a potential marketing solution it can get overwhelming very quickly. This session will focus on the different types of marketing solutions that exist today, the pros and cons of each type, and examples of vendors in each category.

Speakers
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino
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 →



Thursday October 15, 2015 2:00pm - 3:00pm
C2

3:15pm

Stop, Drop & Roll out a Marketing Automation Platform
With a marketing automation platform chosen, it’s important to know what you need to consider when implementing it to ensure that your marketing team is set up for success. Attendees will learn tips on implementation that will include data integrity, managing forms, HTML template migration, and more. An example of a 90-day implementation plan will also be shown and discussed.

Speakers
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 →


Thursday October 15, 2015 3:15pm - 4:15pm
C2

4:45pm

Bakeoff! Dynamics Marketing vs. Marketing in CRM
Have you been wondering whether you should use Dynamics Marketing? This session will compare and contrast it against Marketing in CRM and clarify which solution works best for your marketing needs and goals.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
ZW

Zack Wenthe

National Marketing Strategist - Dynamics Marketing, RBA Consulting
Zack Wenthe has over 10 years marketing and operations experience in the areas of design/branding, marketing operations, marketing development, campaign management, and marketing resource management. He has worked with Fortune 500 and private corporations both in media, hospitality... Read More →
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 →


Thursday October 15, 2015 4:45pm - 5:45pm
D9
 
Friday, October 16
 

8:00am

War & Peace: The Treaty Discussion that Marketing and Sales Need to Have
Join this Ask the Experts discussion in finding best practices in how sales and marketing Dynamics CRM Users can not only live peacefully together, but thrive in the same CRM environment.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
avatar for James Bowen

James Bowen

Product Manager, Hitachi Solutions
At Hitachi Solutions I provide sales support and act as Marketing Automation subject matter expert for sales and consulting teams. I have worked with CRM and Marketing Automation 5+ years and have become an expert around integration and marketing and sales alignment.
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino
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 8:00am - 9:15am
C2

10:30am

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.

Speakers
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
C2

1:00pm

CRM Implementation 101: Making Your Journey Less Painful - A Marketer's Perspective
It doesn't matter what size your organization is, implementing a CRM platform is a challenging journey. This member showcase session is geared towards marketing professionals who have been tasked with the duties of a CRM implementation. This session will provide attendees with some of the top pain points that can happen during an implementation and provide some advice on how to handle them.

Speakers
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino



Friday October 16, 2015 1:00pm - 2:00pm
C2