Attend Ledgeview’s Educational Sessions During CRMUG Summit 2018

Are you headed to CRMUG Summit in 2018 in Phoenix, AZ from Oct. 15, to 18?

While you’re planning your trip to the Phoenix Convention Center for one of the best CRM conferences of the year, don’t forget to select your sessions ahead of time!

Here are six by Ledgeview Partners we hope to see you at.

Leveraging Lead Scoring to Drive Results
In this session, you’ll learn how to apply lead scoring strategies and techniques to your business, and learn about how different types of lead scoring models benefit your business process!

Ledgeview experts will teach you how to leverage lead scores for the sales process, and build lead scoring models you can use.

Plus, you’ll learn the dos and don’ts of lead scoring, eliminating user silos.

Got CRM? Why You Need Marketing Automation, Too!
In this session, we’ll walk you through the key features of marketing automation that your business should be taking advantage of, and can right now!

You’ll learn about the key differences between CRM and marketing automation, and uncover why marketing automation isn’t just for leads and prospects anymore …

We’ll conclude this session on “the perfect pair” showing you how to integrate marketing automation with your CRM system, explain the benefits, and explain how your sales team will benefit from the integration.

From Lead to Opportunity: Defining Your Process
In this session, Ledgeview will help you develop lead definitions that you can take back to your office and apply. We’ll even get you industry-specific recommendations.

You’ll learn how to convert leads to opportunities, and define leads and opportunities for your organization.

You will also help your sales and marketing teams define what makes a successful process and strategy for your organization.

Creating a Consistent Sales Process that Drives Results
In this session, we’ll help you build your CRM from the start to set you up for a successful system and strategy.

Plus, we’ll help you redefine your sales process to help jumpstart user adoption. We’ll show examples of a successful sales process and its benefits, and define a successful process and its stages.

Finally, we’ll address common CRM mistakes and easy solutions to fix them, plus do an evaluation and assessment of your current sales process.

What’s Possible with BI to Extend Dynamics 365/CRM
Power BI is a fantastic tool that delivers powerful visual insights to your organization, putting your CRM data “on steroids”.

If you’re interested in uncovering the true power of Power BI, this session is a cant-miss.

We’ll provide real business case examples on how you can use Power BI, help you see how it helps you measure KPIs in many different ways to grow your business, and explain exactly how it puts your dashboards “on steroids” to create success.

Toastmasters Drives Digital Transformation
Last but not least, Ledgeview is partnering with one of our happy customers to deliver this educational session.

Within it, we’ll show you how CRM can be used in non-traditional ways expanding upon its super-customizable and limitless potential.

Keep following the Ledgeview Partners blog to learn more about each of these sessions, and what time and location they will be at during the summit.

Once you register, you can schedule your sessions online.

Save 10% on your CRMUG Summit registration with the code “PRPLedgeview” and see us at Booth #434 and during our many exciting educational sessions during the summit!

Click here to register.