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Planning for CRM Success

April 20 @ 1:00 pm - 3:00 pm


Implementing Successful CRM Strategies for Your Sales Team.

This is a non-technical session designed for business professionals on how to plan and implement a repeatable business development process. It is based on the integration of proven B2B sales processes, the development of people skills and the best practice use of CRM and related technologies.

Course Outcomes:

On completion of this fast paced workshop, learners will be able to:

Clearly understanding what the benefits and importance of CRM is to your strategic sales initiatives.
Define processes and strategies that will help better define and manage customer, prospect and partner touch-points.
Better measure customer interactions, sales productivity and opportunity management
Put into action proven techniques to plan, implement and support successful CRM initiatives.

Session Outline:

The 3 Pillars of CRM Success – People, Process and Technology
Understanding CRM and related technology
Mapping your CRM business processes for
New Business Development
Account Management
Best Practices for Training
Strategies for User Adoption Success
Planning for the future

Program Facilitator
Rick McCutcheon, CRM MVP, CSP – Certified Sales Professional

Rick is currently an Innovation Factory Executive in Residence who also leads a CRM and Sales Process Coaching Practice. He is an expert in sales productivity and technology. He holds the prestigious Certified Sales Professional Designation from the Canadian Professional Sales Association and CRM MVP Designation from Microsoft.

This Webinar will be hosted by Haltech, Innovation Factory, and Spark Centre.