Microsoft Dynamics 365 Customer Engagement Planning Workshops
"Improving the ROI on your Dynamics 365 CRM Project"
About this workshop
Description: Workshop on Implementing Successful Dynamics 365 Customer Engagement (CRM) Strategies
Customer Relationship Management is the business philosophy that lets you know your business ecosystem better, lets you 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. This is a non-technical session designed for business professionals on how to plan and implement successful Dynamics 365 Customer Engagement (Dynamics 365 CE) strategies.
This workshop can be delivered as a full-day in-house workshop, an online learning program, or conference breakout session.
Who Should Attend
On completion of this fast-paced workshop, learners will be able to:
Part One - Introduction to Customer Relationship Management
Part Two - Planning Your CRM Project
Overview of Steps to Success
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"