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B187: #CRMShouldntSuck: Why CRMs Fail and Why Yours Shouldn’t

July 19, 2023 @ 11:00 am - 12:00 pm EDT

COURSE DESCRIPTION:

A CRM system should not fail as it is a crucial tool to build and maintain customer relationships, drive engagement, and improve overall performance, but common issues such as inadequate planning, poor training, data quality, ineffective integration, and lack of ongoing support are just some of the reasons why CRMs have one of the highest failure rates.

Empellor CRM has been rescuing failed CRMS for over 15 years. We repeatedly see the same issues and created this webinar to guide leaders currently dealing with an underperforming CRM or for those considering a CRM in the hopes that these issues can be fixed or avoided.

 

LEARNING OBJECTIVES:

  • – Why CRMs have one of the highest failure rates
  • – Actionable insight to fix or even better, avoid, the reasons for failure
  • – Experience sharing from a CRM expert with over 15 years of implementing CRM in many industries

To Watch the Webinar on the Media Library CLICK HERE!

Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

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INSTRUCTORS
Chris Smith
President, Empellor CRM
I hated how CRM was traditionally implemented. I hated it so much I started a company to do it different and do it right. I…