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D365UG/CRMUG

SAM01 - Top CRM Tools for Your Sales Team

Wednesday, October 11
10:15 AM - 11:15 AM
Location: Hermitage D

Format: Presentation
Level: Basic

CRM and D365 have powerful out of the box tools for empowering sales teams but getting buy in can be a problem. Learn how sales professionals view their CRM and how to leverage that perspective with easy to implement configurations and customizations.

Learning Objectives:




Matthew Anderson

Dynamics Solution Lead
RBA

Matthew C. Anderson is a Dynamics Solution Lead with RBA Consulting. This role affords him the opportunity to work directly with clients as well as identify new opportunities for additional work with the Dynamics platform and other Microsoft technologies..

Matthew’s resume includes experience in sales, sales management, business process engineering and refinement, data analysis, forecasting, product management, marketing alliances, and a host of cross-functional activities. He has served in many Dynamics CRM project delivery roles including project manager, functional lead, technical lead, workshop facilitator, and change management analyst.

Driven by entrepreneurial passion, Mr. Anderson brings an enthusiasm that energizes his entire team.

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Top CRM Tools for Your Sales Team



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