Agenda

Best Practices for Successful CRM Implementation

Track: Customer Relationship Management (CRM)

Session Number: 10681
Date: Wed, Mar 6th, 2024
Time: 2:00 PM - 3:00 PM

Description:

This presentation will provide an overview of the best practices for a successful Customer Relationship Management (CRM) implementation. Starting with the pre-implementation to the point of go-live there are many potential points of failure. Having just completed our transition to a new CRM system, there were some things that we did well, and there were places where we hit some bumps in the road. This presentation seeks to share what we learned in the implementation process.
Sub-Categorization: Product Implementation/Integration
Session Type: Presentation

Focus Area: Innovative Workplace
Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1734, trk-1737
ERP Systems: Other
Knowledge Level: Basic
Field of Study: Select a Value
CPE: No
Sub-Categorization: Product Implementation/Integration
Session Type: Presentation

Focus Area: Innovative Workplace
Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1734, trk-1737
ERP Systems: Other
Knowledge Level: Basic
Field of Study: Select a Value
CPE: No