31 Jan

CRM Roadmap

CRM Roadmap

Thursday, January 31, 2019 (12:00 PM) to Thursday, January 31, 2019 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Business Leadership , Customer Engagement
Geoff Ables


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Create a plan for a new or existing CRM project to guide it to long-term success 

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving. 

You'll take away a  framework for planning to launch or improve your CRM project, and a process for keeping up the momentum. 

Appropriate for Project Managers, Project Sponsors, Executives and Administrators.  

Geoff Ables
Geoff Ables takes the technology jargon out of CRM and speaks to sales managers, customer care leaders, marketers, power users and administrators about the process and people sides of CRM that are so critical to customer relationship management success. As a recent session attendee put it: “This session was one of the reasons why I attended the event, and it didn’t disappoint. The workbook and process steps made it even better.” Bestselling author, international keynote speaker and entrepreneur, Geoff Ables is a thought leader on customer and employee engagement. Geoff’s most recent book, "The LUCK Principle: Business Results at the Intersection of People and Profit," delivers fresh insight and inspiration into creating people-centric digital workplaces. His firm, C5 Insight, has twice been named as an Inc 5000 fastest-growing company