February 12, 2020 – 10:00am GMT:

Implementing a new CRM system may seem like an overwhelming task, requiring a lot of time and effort. When installing a CRM correctly you can build something that is flexible and works for all your business needs!

In this webinar we shall demonstrate the step-by-step process you should follow:

  • 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 do you need
  • Feel 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.

Jiggy Patel

About the Presenter(s)

Jiggy has worked in the IT and software industry since graduating from Brunel University. She has worked as an implementation consultant for blue-chip organisations before joining the Gold-Vision team and achieved GE Markmaker status as a top 100 employee for her dedication and customer service. Since joining Gold-Vision, Jiggy has managed numerous implementation projects and headed the customer team, and now as Head of Customer Experience, she has a dual focus on the customer and product. Jiggy’s product expertise enables her to work with and advise existing customers and new prospects who face challenges with CRM. In her spare time as a mum, Jiggy volunteers for various charities including Macmillan and Crisis.