Planning for CRM Success, Part 2: Planning and Designing Your CRM Project

Microsoft Dynamics CRM Webcast Series

Thursday, December 3, 2015 @ 12:00 PM EST


Note: Click hereĀ to sign up once for the full series.

This session, the second in a three part series, provides practical steps on how you can run a CRM project that achieves its goals and leads to successful outcomes.

Join Microsoft Dynamics CRM MVP and sales strategist Rick McCutcheon at this live educational event to learn about topics including:

  • Overview of Steps to CRM Success
    • Planning your CRM project
    • Designing your CRM system
    • Planning your CRM Technology
    • Building a Successful User Adoption Program
  • Avoiding CRM project failures and pitfalls
  • Assemble your CRM project team
  • Creating a successful CRM project plan
  • Setting budgets, time requirements, priorities, and project objectives
  • Mapping your CRM business processes for
    • New Business Development
    • Account Management
    • Marketing
    • Customer Service
  • Best practices in customization
    • Leveraging pull downs, pick lists and workflows
    • Template requirements and design
    • Integration with email
    • Data management


Dynamics CRM MVP