Format: Deep Dive
Has the demo of a sales process within Dynamics 365 hit home with your business sponsors but you aren’t sure how to actually implement it? Join us to discuss how to consolidate your sales process where appropriate, maintain segregated processes as needed, and implement those processes into the business process flow engine.
Kristie Reid is a VP of Consulting at Sonoma Partners and is based out of Denver, CO. Kristie has over 16 years of business process design, CRM implementations, and CRM strategy consulting experience. As a certified Microsoft CRM professional and a certified Salesforce professional, she has been delivering CRM solutions for over 14 years. Kristie has led projects ranging from Wholesale and Distribution, ISVs, Franchising, Professional Services, and Education. She holds a Bachelor’s degrees from Ohio University in Finance and International Business and Masters’ in Business and Information Technology from the University of Denver.
Tuesday, May 9
10:45 AM – 12:15 PM