21st April, 2021 – 10:30am BST:
For some, implementing a new CRM may seem like an overwhelming task right now, 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 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.
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.