Get started with CRM
Join us in our 20-minute webinar as we walk you through some of the essential steps to get you started with CRM. CRM has evolved from software to strategy, placing extra importance on the stages prior to implementation.
Webinar objectives:
- Understand the importance of getting your requirements & selection right, from scoping and business case, to partner/vendor selection.
- Learn what questions you should be asking throughout your business.
- Discover the critical success factors for high user adoption throughout the business.
Series overview:
This webinar is the fifth in our expert-led new CRM Preparation Series, where we try to take the guesswork out of your CRM selection and recommended approach for CRM. In future webinars, we’ll show you how to how to create a robust business case for the board, how to calculate the potential ROI of implementation and how to select the right platform and partner for your organisation. See our full topic list from the series below.
By registering for this webinar, we’ll automatically let you know when the next upcoming webinar from the series will run.
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Your presenter:
Billy Lyle is the Managing Director of Redspire Ltd, a Microsoft Dynamics Gold Certified Partner. Billy’s CRM career spans 22 years and across retail, manufacturing, public sector, financial services and technology sectors.
Redspire has helped organisations identify, implement and manage the right CRM tools to achieve their business objectives.
You may also like these resources:
Guide: 360 degree view of Dynamics 365
Guide: Creating Customer Centricity with CRM
Guide: The Sales Professionals D365 Guide
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