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“Planning for CRM Success” live workshop coming to New York City

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I will be facilitating a Planning for CRM Success Workshop at the Microsoft Manhattan Office on February 2nd.  I want to thank Microsoft and the event sponsor Cloud Strategies for organizing this event. Please register at here

Course Outcomes:

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

  • Clearly understanding what the benefits and importance of CRM is to your strategic business initiatives.
  • More accurately estimate the budgets, timelines and tasks for CRM Implementations.
  • 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
  • Increase profitability by identifying and eliminating or reassigning non-productive tasks
  • Put into action proven techniques to plan, implement and support successful CRM initiatives.

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