Important Steps to Take for a Smooth CRM Implementation Proccess
COURSE DESCRIPTION:
In this session, you will learn the top 10 reasons why customer relationship strategies, and the technology that supports them, often fail to meet expectations. Technology like “CRM” is often implemented misaligned with customer acquisition, retention, and advocacy business objectives, In this session, Chuck and JC share the primary reasons for this misalignment and offer recommendations for reducing digital friction and increasing congruency with revenue goals. You will learn about the importance of expectation management and identifying core business objectives for technology and innovation and the importance of human-centered design thinking in CRM engagements. This session also offers practical advice for organizations experiencing low adoption of CRM technology and companies that need to get CRM strategy and technology right.
LEARNING OBJECTIVES:
- Identify the top 10 reasons why CRM efforts fail.
- Learn how to align stakeholders with the vision of CRM and Rev Ops (revenue operations) success.
- Gain a better understanding of the practices that help align expectations and increase Customer Relationship Management Adoption.
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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