CPR for Dynamics 365 CRM: 7 Habits of Effective CRM Projects

  • Wednesday, October 12, 2022:10:45 AM - 11:45 AM
  • Room: Citrus - Convention Center, Level 2
  • Session Number:  645


CRM can deliver higher win rates, more loyal customers and accelerated marketing. But as much as 90% of the time, CRM projects fail to deliver on those results. If you're starting a CRM project, struggling, or just searching for ways to improve - this is the session you need to attend. You can deliver a CRM solution that not only boosts performance - but that your team loves to use.

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Learning Objectives

• Discover 4x5 - the simple and memorable framework to stay focused on success
• Learn 7 practices that separate the successful from struggling projects
• Identify additional resources to help you along the way
• Understand the 7 deadly sins of CRM - and how to avoid them


Geoff Ables
Managing Partner
C5 Insight