CRM CUSTOMER EXPERIENCE BEST PRACTICES€¦ · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From...
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CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented by:
Transcript of CRM CUSTOMER EXPERIENCE BEST PRACTICES€¦ · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From...
CRM CUSTOMER EXPERIENCE
BEST PRACTICESLearn From Your Peers in the Financial Services Industry
Presented by:
The PowerObjects Story
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2017 Microsoft Worldwide
Partner of the Year Award for
Dynamics 365 Consulting and
Systems Integration
Our Presenters
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Subject Matter Experts,
Thought Leaders, Innovators Learn From Your Peers in the Financial Services Industry
Learn From Your Peers in the Financial Services Industry
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Around 50% of CRM
Programs Fail to Meet
Business Needs
Topics
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Lessons Learned &
Best Practices
User Adoption &
Change Management
The CRM Blueprint:
Plan for Success & Enterprise Roadmap
Organizational Alignment &
Consensus
#1 #2 #3 #4
Topic #1
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Organizational Alignment
& Consensus
Topic #2
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The CRM Blueprint
Plan for Success &
Enterprise Roadmap
Topic #3
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User Adoption &
Change Management
Topic #4
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Lessons Learned &
Best Practices
Let’s Chat
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Greg MoserDirector, Financial Services Practice
powerobjects.com
281.725.1789
