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User Adoption [clear filter]
Wednesday, October 14
 

1:30pm

CRM Customization Preparedness: A Planning Perspective
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.

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 →


Wednesday October 14, 2015 1:30pm - 2:30pm
D1

1:30pm

50 Tips in 50 Minutes for End Users
Where do you even begin? This fast paced presentation will dive into some of the most helpful and useful tips that any CRM User can leverage to get more out of their Dynamics CRM experience. We are all End Users, but you may also be in charge of ensuring adoption of CRM happens for your team and department. Join this session to take away some of the greatest functional tips to help the everyday User. This session will be repeated on Oct. 16th 10:30 am (see EUG01R).

Speakers
avatar for Brad Koontz

Brad Koontz

Director of Product Marketing, Hitachi Solutions, Ltd


Wednesday October 14, 2015 1:30pm - 2:30pm
C2

1:30pm

Your Blueprint for Success: Best Practices in Planning and Implementing Sales Automation Projects
Leveraging the right approach to sales is like having a customized blueprint for success. But in today's competitive marketplace, technology has become an essential tool for top producing sales professionals looking to build the right approach. There are still many organizations who struggle with low technology user adoption and lack of sales leadership buy-in. This non-technical session is designed to help Sales Leaders and Sales Professionals better understand CRM and related technologies and the impact on sales best practices. This methodology will help your sales teams build powerful business development strategies through the integration of proven business processes, people skills, and the best practice use of Microsoft Dynamics CRM and related technologies.

Speakers
avatar for Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


Wednesday October 14, 2015 1:30pm - 2:30pm
D9
 
Thursday, October 15
 

8:00am

Ask the Experts – User Adoption Edition: Best Practices for Small and Midsized Business CRM
Dynamics CRM can be adapted to fit any sized business. User Adoption strategies and training are especially crucial for small to mid-sized businesses due to limited resources and the need to deliver a successful CRM project with prompt ROI. In this expert panel discussion, we'll highlight winning User Adoption strategies, and will also discuss common issues and how to address. You'll walk away with the tools you need to get buy-in from your Users and a higher Return on your CRM Investment.

Speakers
avatar for Phyllis Eriksen, CIDA, CISA

Phyllis Eriksen, CIDA, CISA

Manager-Projects and Software Support, Audimation Services, Inc.
I have been working with CRM Online since CRM 2011. Besides being manager of projects and software support, I hold the roles of system administrator, customizer, trainer, SSRS report writer and change management gate keeper. We're on CRM 2015 and I really like the customization options... Read More →
avatar for Ken Kelly

Ken Kelly

President, Kelly Roofing
Born in Naples, Florida, Ken is a traveler, businessman and humanitarian. Compassionately raised by two loving parents, Ken’s ability to search out fairness with a strong sense of organization, always looking for the potential good in any situation is his strength. Continuing tradition... Read More →
avatar for Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


Thursday October 15, 2015 8:00am - 9:00am
D4

2:00pm

Ask the Experts – User Adoption Edition: Planning a Global CRM Training Program
As if conveying process changes and new CRM technology wasn't difficult enough, many organizations face challenges of varying geographies and languages in their User base. In this session, panelists will share their experiences with rolling out training across the globe and how success and failures would shape their advice to newcomers. Even if you have already deployed, there are plenty of tips and tricks to contribute and also take away from the experiences shared.

Speakers
avatar for Alesha Baerenwald

Alesha Baerenwald

CRM Consulting Supervisor, McGladrey LLP
I am passionate about Microsoft Dynamics CRM and especially love training and teaching others to use it! You can ask me about: Configuration, Customization, Integration, Training and really anything related to CRM!
avatar for Gretchen Opferkew

Gretchen Opferkew

Director of Education, CRM MVP, MCT, PowerObjects
Exchanging knowledge on Microsoft Dynamics CRM implementation best practices, techniques for design and architecture, and user adoption strategies.


Thursday October 15, 2015 2:00pm - 3:00pm
D4

3:15pm

So Tell Me What You Want, What You Really, Really Want
Do your CRM Users really know what they want?  Join this member showcase to learn how a CRM Administrator transformed himself, his user base, and his entire company from Users to power Users by keeping things simple. From the internal sale, system design, implementation, user adoption, and post-rollout; wanting is reality in this CRM confession.  

Speakers
avatar for Dan Madden

Dan Madden

CRM Specialist, SEI
CRM Best Practices: - Administration - Implementations - Dashboards / Reporting - Database Integrity - Sales and Marketing Alignment - Marketing Automation - Business Processes


Thursday October 15, 2015 3:15pm - 4:15pm
D9

3:15pm

Ask the Experts – User Adoption Edition: Enterprise CRM Strategies and Pitfalls to Avoid
Join this Enterprise Ask the Experts session to discuss User Adoption best practices for Enterprise organizations. We will discuss strategies and challenges in how to get departments and Users across large organizations on the same page when using Dynamics CRM. This session will particularly address the planning, alignment, and adoption concepts for the enterprise organization.

Speakers
avatar for Andreas Kraemer

Andreas Kraemer

CRM Business Owner, Wells Fargo Capital Finance
- Chairman of the CRMUG Board of Advisors. - CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles. - Member of Microsoft Convergence Customer Advisory Board. - Hands-on w/ Microsoft Dynamics CRM since version 3.0 - Passionate about User Adoption... Read More →
avatar for Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


Thursday October 15, 2015 3:15pm - 4:15pm
D7

4:45pm

The Role of Managers and Executive Leaders in User Adoption
What is the role for managers and executive sponsors in a Dynamics CRM project? This Ask the Experts panel discussion shares a handful of those best practices and provides ample time for Q&A. Our hope is that all managerial or executive roles are fully engaged and supportive of your Dynamics CRM initiative, provided they understand their role and support go forward.

Speakers
avatar for Brad Koontz

Brad Koontz

Director of Product Marketing, Hitachi Solutions, Ltd
avatar for Dan Madden

Dan Madden

CRM Specialist, SEI
CRM Best Practices: - Administration - Implementations - Dashboards / Reporting - Database Integrity - Sales and Marketing Alignment - Marketing Automation - Business Processes


Thursday October 15, 2015 4:45pm - 5:45pm
C2
 
Friday, October 16
 

8:00am

Do Users Trust Your Data?
We all know that User Adoption is vital to the success of our CRM projects. One of the most important factors driving Adoption is data quality. In this session, learn the data strategies you need to ensure your Users trust that your Dynamics CRM will provide data that is accurate, routinely kept up-to-date, formatted correctly, eliminates redundancies, and is reportable. Help your Users understand how to correctly access the data they need, and become important agents in the process of keeping data clean.

Speakers

Friday October 16, 2015 8:00am - 9:15am
D4

10:30am

Demystifying CTI: Telephony Integration with CRM
Computer Telephony Integration (CTI) has been a term banded about for years, along with lots of others like VOIP, SIP, Predictive dialing, etc. In this non-technical session, we will break down what all this means and more importantly, how your Users can benefit from taming this mystical thing called CTI. Learn how to improve User Adoption by simplifying activities for your Users and improving the customer experience.

Speakers
avatar for Rowland Dexter

Rowland Dexter

Managing Director, QGate


Friday October 16, 2015 10:30am - 11:30am
D4

2:15pm

CRM Confession - User Adoption Edition: Worst CRM Mistakes Ever
Welcome to the CRM Witness protection program, where our Ask the Experts panel will reveal some of the stupidest things they ever did in CRM, and the smartest ways they were able to fix it. Join in this self-humility filled session that only leads to renowned CRM mastery.

Speakers
avatar for Zara Kamruddin

Zara Kamruddin

Senior Microsoft Dynamics CRM Consultant, NexusTek
As a CRM enthusiast, Zara has paved her career by focusing on Dynamics CRM. Starting as a sales analyst in 2010, she worked on a small implementation of CRM 4.0 with just 12 users. It was there that she became the 'accidental administrator'. She has since managed 3 different CRM... Read More →
avatar for Adam Rose

Adam Rose

Inside Sales Manager, ImageSoft, Inc.
I love living at the intersection of Technology and Business. Especially when using CRM to automate, streamline and improve workplace processes. My skill set includes software development, business and technical analysis, project management, and sales. But, most importantly, I love... Read More →


Friday October 16, 2015 2:15pm - 3:15pm
D1