Roadmap to Recovery: The Customer Engagement Annual Plan - DynamicsCon
DynamicsCon November 2024

Roadmap to Recovery: The Customer Engagement Annual Plan

Speaker

Tricia Desso-Cox

Tricia Desso-Cox

First Time DynamicsCon Presenter
She/her/hers

Session Description

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 getting it right. Initial or annual planning for customer engagement is a unique process. This session delivers a framework for moving a project forward, getting it on track, or starting a new project with the right foundation.

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

Session Track: Customer Engagement
Session Type: Functional
Session Category: Other
Content Level: Beginner
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