08 June 2022 – 11.00 EST

For some, implementing a new CRM may seem like an overwhelming task, but it doesn’t have to be. With a flexible CRM, clear processes and effective communication, it can be simple!

In this webinar, Jiggy will demonstrate the six key steps to CRM implementation success, including:

  • How to identify your key business goals
  • Who is key to your CRM implementation
  • What you should expect from your implementation process
  • Which insightful data you need
  • Feeling confident with customised training
  • The final hurdle – Go live + support

This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end.

About the Presenter(s)

Jiggy has managed numerous implementation projects and headed the customer team. But now as Head of Customer Experience, she has a dual focus on the customer and product and is a leading force within Gold-Vision, pioneering many of the approaches that we use today.

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