Roadmap to Recovery: The Dynamics CRM Customer Engagement Annual Plan

  • Tuesday, October 11, 2022:9:40 AM - 10:40 AM
  • Room: St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:  708


No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of CRM projects fail 2 or more times before organizations get it right. Initial or annual planning for customer engagement is a unique process. This session delivers an annual planning framework for moving your project forward, getting it back on track, or for starting a new project with the right foundation.

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Learning Objectives

· Understand the value of a CRM project and articulate it to management
· Create the CRM annual plan
· Engage your users and leadership in the planning process
· Participate in group planning exercises that you can bring back to your team


Tricia Desso-Cox
Managing Director
C5 Insight