26 Mar

CRM Activity Management: From Vicious Cycle to Virtuous Process

CRM Activity Management: From Vicious Cycle to Virtuous Process

Tuesday, March 26, 2019 (12:00 PM) to Tuesday, March 26, 2019 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, User Adoption
Geoff Ables

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Most teams struggle to get full adoption of activity management. Yet without this foundational building block in place, an entire CRM project can fall apart. 

Learn the 4 steps to adopt activity management in any organization. Understand the typical pitfalls for tracking activities, and how to avoid them. Connect your team with a peer-to-peer accountability culture. 

You'll walk away with a framework for driving adoption, changing behavior, and transforming your CRM solution into a proactive planning solution.

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