Loading Events

« All Events

  • This event has passed.

Planning for CRM Success!

May 23, 2019 @ 5:00 am - 8:00 am EDT


A Workshop on 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.

Register Here

Course Outcomes:

  • 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

Free for Haltech Clients, contact communications@haltech.ca for free promo code


May 23, 2019
5:00 am - 8:00 am
Event Category: