UI04 - Tips to Help Drive an Aggressive CRM Roadmap at Your Organization

Thursday, October 17

10:45 AM - 11:45 AM

Location: Miami 1 & 2

Type: Panel Discussion

Level: ANY

D365UG/CRMUG Presenter(s)

Dan Madden

Program Manager
Ascensus

D365UG/CRMUG Panelist(s)

Joel Lindstrom, MVP

Principal Architect
Hitachi Solutions
Ken Kelly

President
Kelly Roofing
Peter Gulka

National Director, Information Solutions & Data Analytics
Big Brothers Big sisters of Canada
MS

Marc Samuels
EQ

Ethan Quinn

This session will provide tips, best practices and lessons learned from a variety of industry experts who have helped firms navigate the CRM landscape. This session will help provide attendees with actionable ideas to ensure CRM has a seat at the table within your organization. The panel will conclude with ample time for audience Q&A opportunities.

Learning Objectives:

Gain actionable ideas to take back to your organization to help push your CRM roadmap forward
Establish the framework for driving adoption at the executive as well as end-user level
Build a plan of attack to ensure your programs success for years to come