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Unlocking the Value of CRM Through User Adoption

May 14, 2024 Register Today
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Gaining high and continual customer relationship management (CRM) user adoption is a common challenge for organizations of all sizes. Lack of user adoption can impact the value that companies realize from their investment in CRM and similar technologies. CRM solutions like Microsoft Dynamics 365 and Salesforce have endless ways to provide business value to both users and organizations. However, driving user adoption is a critical element that is often overlooked or, at times, taken for granted.

In this insightful webinar, we’ll share CRM tips and best practices that can help drive user adoption from the start, keep users engaged after go-live, and revive CRM capabilities. If you’re struggling to gain value with CRM or have a team experiencing low user adoption, this webinar is for you.
 

Learning Objectives


Upon completion of this program, participants will be able to: 
  • Describe common CRM user challenges, frustrations, and misconceptions.
  • Explain how to get and keep CRM users engaged after the initial implementation phase.
  • Define top tips and tricks to reinvigorate CRM user adoption if it goes flat.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's This For

Business leaders; sales, business development, marketing, and customer service professionals; CRM users and admins.


Prerequisites

None


Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.


Refund Policy

There is no fee associated with this event. 


Program Level

Basic


Recommended Field of Study

Computer Software and Applications


Advanced Preparation

None

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If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@forvis.com.

FORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenters

Chad Collett