April 21, 2021 – 11.30am EDT:

For some, achieving a successful CRM implementation 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 and Usmaan will demonstrate the six key steps to 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 for Social Selling, pioneering many of the approaches that we use today.

As Gold-Vision’s Head of Implementation & Support, Usmaan has a wealth of experience when it comes to implementing CRM systems efficiently and successfully. He has dealt with small businesses through to large corporate organisations – from scoping requirements through to end-user training, developing excellent working relationships along the way.

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