LPD02 - How to Prepare Your CRM Users for Change

Wednesday, October 16

4:30 PM - 5:30 PM

Location: Tampa 2 & 3

Type: Panel Discussion

D365UG/CRMUG Presenter(s)

Monica Stehr

Product Owner
Ascensus

D365UG/CRMUG Panelist(s)

Mary Anne Kristan, MCSA

System Administrator and Functional Consultant
Tennessee Valley Authority

D365UG/CRMUG Presenter(s)

TS

Tyler Sand

D365UG/CRMUG Panelist(s)

Glen Wolinsky

Lead Applications Developer
Miller & Martin PLLC
JG

Jimmy Goddard

This session will provide best practices and lessons learned on preparing CRM users for change within a CRM program. Organizational readiness is a key component for your CRM success and user adoption. This session will guide you through steps to ensure your users are ready for the constant CRM changes. Preparing CRM users for change will be followed with Q&A opportunities.

Learning Objectives:

Upon completion, participants will be able to identify who is involved in user change, identify and communicate scope, sell the value and focus on user experience.