CRM Leadership, Sales Planning and Training
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CRM Leadership, Sales Planning and Training

CRM Leadership, Sales Planning and Training

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University of North Carolina at Charlotte: PORTAL Building

9319 Robert D. Snyder Rd.

Seminar Room - 2nd Floor

Charlotte, NC 28223

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Day One Agenda: CRM Leadership and Sales Planning Workshops

7:30 - Registration, Networking and Continental Breakfast

8:00 - Welcome - Keynote - Creating a Customer-Centric Organization

9:00 - Workshop: CRM Process Design Workshop

11:45 - Lunch - Rate Your CRM and Best Practices Exercise

2:00 - Workshop: CRM Project Leadership

6:15 - Optional Dinner - On Your Own But Not Alone

Day Two Agenda: Microsoft Dynamics CRM Training

7:30 - Registration, Networking and Continental Breakfast

8:00 - Setting Up Your CRM Trial Account

8:45 - Track 1: Configuring Sales and Other Business Processes in Dynamics CRM

8:45 - Track 2: CRM for Sales, Service and Marketing

11:30 - Lunch - I Didn't Know CRM Could Do That

2:00 - Working With Reports and Dashboards


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Date and Time

Location

University of North Carolina at Charlotte: PORTAL Building

9319 Robert D. Snyder Rd.

Seminar Room - 2nd Floor

Charlotte, NC 28223

View Map

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