Planning for CRM Success

Monday, May 8
9:00 AM - 10:30 AM
Room: Wabash Cannonball

Format: Deep Dive
Level: Basic

Workshop on Implementing Successful CRM Strategies. Customer Relationship Management is the business philosophy that lets you know your customers better, share information more thoroughly, and interact more completely. In business this can only be achieved through the integration of people, business processes, and the use of CRM technology. This is a non-technical session designed for business professionals. In this fast paced session we will show you a step by step game plan on how to successfully implement CRM strategies, technologies and processes into your business.

Rick McCutcheon

Full Contact Selling

Rick McCutcheon, CRM and social selling speaker, coach and workshop director.

Rick is a Dynamics 365 CRM MVP with expertise in sales process design, social selling and CRM strategies. Rick has been involved in the CRM industry since 1990 as a company founder, senior executive, reseller, industry association board member, educator consultant and professional speaker. He is the creator of the Full Contact Selling (FCS) methodology for Dynamics CRM.

FCS delivers a unique advantage over traditional sales force automation and CRM methodologies by fully integrating the three key areas of sales productivity 1.) Proven business practices and processes 2.) The development of people skills and 3.) Best practice use of CRM and related technologies.

Rick is a much sought out speaker and workshop leader drawing on his over 20years of real world experience working onhundreds of CRM and sales force automation initiatives. He has delivered his practical yet innovative messages on improved sales performance and sales management to thousands of business professionals from the SMB market-place to major international corporations. His examples and stories are “real-world.” His style is ‘uniquely appealing’ and ‘tremendously credible.’


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Planning for CRM Success

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