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.

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

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
 

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

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