• Planning for CRM Success Workshop

    "Improving the ROI on CRM"

  • About this workshop

    Description: Workshop on Implementing Successful CRM Strategies

    Program Outline

    Customer Relationship Management is the business philosophy that lets you know your customers better, share information more thoroughly, and interact more completely. In business this can only be achieved through the integration of people, business processes, and the use of CRM and related technologies. These are non-technical sessions designed for business professionals on how to plan and implement successful CRM strategies.

    Program Formats

    This workshop can be delivered as a conference keynote or breakout session or in a full-day workshop format. It can also be offered as an online online learning program.

    Who Should Attend

    • Business Leaders responsible for implementing company wide CRM solutions
    • Managers responsible for sales, marketing or customer service automation
    • IT/CRM Professionals and Project Managers

    Program Outcomes

    On completion of this fast paced workshop, learners will be able to:

    • Clearly understanding what the benefits and importance of CRM is to your strategic business initiatives
    • More accurately estimate the budgets, timelines and tasks for CRM Implementations
    • Define processes and strategies that will help better define and manage customer, prospect and partner touch-points
    • Better measure customer interactions, sales productivity and opportunity management
    • Increase profitability by identifying and eliminating or reassigning non-productive tasks
    • Put into action proven techniques to plan, implement and support successful CRM initiatives

    Program Details

    Module One - Introduction to Customer Relationship Management

    • The 3 Pillars of CRM Success - People, Process and Technology
    • Understanding CRM Applications:
      • Sales Force Automation
      • Marketing Automation
      • Customer Service
      • Partner Relationship Management
      • Field Service
      • Project Service
      • Gamification
      • Portals
      • Social Insights & Listening
      • xRM Applications
    • The real ROI of CRM - How to Position the ROI on CRM for
      • C Level Executives
      • Customer Experience Managers
      • Marketing Teams
      • Sales Management
      • IT Management
      • xRMDevelopers

    Module Two - Planning & Designing Your CRM Project

    • Overview of Steps to CRM Success
    • Planning your CRM project
    • Designing your CRM system
    • Planning your CRM technology
    • Building a successful user adoption program
    • Avoiding CRM project failures and pitfalls
    • Assemble your CRM project team
    • Mapping your CRM business processes
    • Creating a successful CRM roadmap and project plan
    • Setting budgets, time requirements, priorities, and project objectives

    Module Three - Building a Successful User Adoption Program

    • Winning with People & Managing Change
    • Best Practices for Training
      • Train the trainer
      • Classroom training
      • Web Training
      • Coaching
      • Recorded module
    • Creating the culture of CRM
    • Planning for the future
  • About Rick

    CRM Planning

    Dynamics 365 CRM MVP & Certified Sales Professional

    Rick has been involved with the CRM Industry for over 20 years. He currently leads a CRM Coaching Practice specializing in Sales Process Design and Social Selling. Rick holds the prestigious designations of Dynamics CRM MVP and CSP - Certified Sales Professional. He is a much sought-after workshop leader drawing on his personal experience of working directly on hundreds of CRM and Sales Force Automation initiatives. As a professional speaker, he has delivered practical yet innovative messages on CRM and Sales Productivity to thousands of business professionals ranging from the SMB Marketplace to Major International Corporations. Rick frequently speaks at corporate events and at these leading industry conferences, CRMUG Summit, ExtremeCRM and CRM Evolution. For more information please go to Rick’s LinkedIn Profile.

  • "What Customers say about Rick"

    These are real testimonials from real people. You can read more testimonials on LinkedIn .

    Senior Conference Executive

    "Rick is truly a CRM professional in every sense. We have hired Rick on a number of occasions as a speaker and trainer for our clients. He always receives incredible reviews from guests and has great experience and insight in the realm of CRM"

    Director, Information System

    "I trust Rick, not just because he is probably the most knowledgeable person I know when it comes to CRM, but also because I can be sure that his advice is based around best practice and the best interests of my organization"

    Executive Business Coach

    "If you need help with CRM; want your team to understand how to get the most out of it; and care about how your people are treated in the process. Stop looking...and hire Rick"

  • Upcoming CRM & Social Selling Keynotes, Workshops and Webinars

    Below is a listing of upcoming webinars and live events. Please contact us below if you are interested in having Rick speak at your upcoming meeting, event or conference.

    Dynamics 365 CRM Events

    Rick McCutcheon's Events Page

    Rick is a much sought after professional speaker and workshop leader drawing on his personal experience working directly on hundreds of CRM and Sales Force Automation initiates. Click here to be directed to Rick's Events Page.​



  • Connect With Us





    Ph: 289-948-1249