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Planning for CRM Success with Rick McCutcheon, Expert Advisor at Innovation Factory and President of PartnerTalks

Planning for CRM Success

Customer Relationship Management (CRM) has evolved beyond just being a software solution. CRM is now an indispensable business strategy that brings together people, processes, and technology to build meaningful and lasting relationships with customers. Take away practical tips and best practices to implement immediately within your organization. Whether you are new to CRM or looking to optimize your existing CRM strategy, this webinar will provide valuable insights and actionable strategies for success.

Registration Details

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.

This webinar will be hosted by Haltech, Innovation Factory, and Spark Centre. If you’re an innovator working with any of these regional innovation centres, you can access this event for free. Please contact [email protected] or [email protected] for a promo code.

CRM Success – 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.

Planning for CRM Success – Session Outline

  • The 3 Pillars of CRM Success – People, Process and Technology: Delve into the core elements that contribute to CRM success and how aligning these three pillars can transform your business.
  • Understanding CRM and related technology: Learn how CRM can help you manage customer interactions, streamline sales processes, and optimize marketing efforts.
  • Mapping your CRM business processes for…
    • New Business Development: Learn about lead tracking, automated follow-ups, and personalized nurturing to accelerate the sales cycle and drive revenue growth.
    • Account Management: Explore best practices for nurturing existing customer relationships, upselling, and cross-selling. Harness the power of customer data to anticipate their needs, provide exceptional service, and turn clients into brand advocates.
  • Best Practices for CRM Training: A successful CRM implementation requires a well-trained and empowered team. Gain insights into designing effective CRM training programs tailored to different user roles and skill levels. Learn how to facilitate a smooth transition and minimize resistance during CRM adoption.
  • Strategies for User Adoption Success: Uncover strategies to drive user adoption and engagement with your CRM system. From setting clear goals and incentives to fostering a user-centric approach, discover techniques that ensure your team embraces CRM as a productivity and customer satisfaction tool.
  • Planning for the future: A forward-thinking CRM strategy accounts for scalability and future growth. Explore how to leverage customer data and feedback to continuously improve your CRM processes and achieve long-term success.

Program Facilitator

Rick McCutcheon, CRM MVP, CSP – Certified Sales Professional

Rick is currently an Innovation Factory Expert Advisor 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.

The event is finished.


Mar 21 2023


1:00 pm - 3:00 pm

More Info



Innovation Factory (Virtual)
Innovation Factory


Innovation Factory
[email protected]