Loading Events

Important Steps to Take for a Smooth CRM Implementation Proccess

January 18, 2023 @ 1:00 pm - 2:00 pm EST


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.



  • 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.
Level Intermediate
NASBA (Field of Study) Information Technology
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

Share This Event

  • This event has passed.
Chuck Ingram
Founder and CEO, congruentX
Chuck Ingram is the CEO and co-founder of congruentX. He helps companies get Customer Relationship Management technology and strategy aligned across sales, service, and marketing…
JC Quintana
Chief Strategist and Stakeholder RELATIONSHIP Management, congruentX
JC is the author of Serious Relationships: The Seven Elements of Successful Business Relationships and Speaking Frankly About Customer Relationship Management (A Customer Relationship Strategy Guide), both focused on…