CRM Acceleration Summit: Agenda

Agenda

Session 1: Getting Started with (Sugar)CRM

Why should your organization care about Customer Relationship Management (CRM)? What are the first steps in implementing a CRM system? This session will explain the basics of CRM and the benefits that can be achieved by using CRM systems like SugarCRM. From creating users, teams and roles, to importing contacts and leads - this session will show you how quickly and easily you can get on the road to CRM success.

Session 2: Creating Leads and Managing Opportunities

Once you are up and running, it is time to start using the CRM system to generate leads and close sales opportunities. Learn how to automate the lead generation process and ensure that sales reps follow up on new opportunities in a timely and appropriate manner. This session will provide a product demonstration of how to structure and automate the business processes around leads and opportunities and how SugarCRM can simplify the life of sales executives.

Session 3: Pipeline Management and Reporting

If it is important, measure it. One of the primary benfits of CRM systems is the treasure trove of information generated by its users. This session will provide some examples of common metrics used to measure sales effectiveness and how to create, share and manage sales reports within SugarCRM to ensure individuals and teams are aligned around common goals.

Session 4: CRM Adoption and Rollout

Even seasoned CRM users can run into pitfalls along the way to CRM success. In this session, SugarCRM experts will expose some common CRM pitfalls, and simple ways to avoid them. In addition, you will have the opportunity to have the Sugar experts address your own CRM questions and issues in this interactive and informative session.