What’s in it for you?

Business leaders, business owners

Gain valuable insights from CRM industry experts, learn CRM success recipes from key industry analysts

System integrators and tech companies

Respond to the challenges of the cloud era and leverage new opportunities for business growth

CRM experts and industry analysts

Engage and network with your peers and the ever-growing CRM community

Crm users, admins and tech pros

Get tips, how-tos, insights on CRM solutions, obtain in-depth knowledge of bpm’online platform and technology

Featured speakers

GUEST OF HONOR Paul Greenberg

The author of the best-selling ‘CRM at the Speed of Light’, Managing Principal of The 56 Group, LLC

Key Speaker Katherine Kostereva

CEO and Managing Partner, bpm'online

Key Speaker Michael Rooney

SVP and General Manager, bpm'online

Featured Guest Speaker Barton Goldenberg

CRM pioneer, founder & president of ISM, Inc. and author of ‘The Definitive Guide to Social CRM’

What’s on the agenda?

CRM Day’s agenda will feature inspiring speeches from key industry experts, real life cases from CRM practitioners. In addition our agenda will offer two comprehensive tracks for business and technology leaders to drill down into the hottest topics based on their role.

Business
Track

Join the Business track to obtain a wealth of strategic guidance and tactical recommendations to put your CRM initiatives on the right course. Learn real life cases as well as the recipe to achieve CRM success. Empower your entire enterprise with the new opportunities for growth.

Technology
Track

Attend the Technology track to advance your skills in bpm’online technologies, platform, customization, integration, process modeling in BPMN. Obtain the in-depth knowledge every tech pro must master.

8:30
AM

Registration, welcome coffee

9:30
AM

Keynote

Katherine Kostereva, CEO and Managing Partner, bpm'online

10:00
AM

Process-driven CRM: a new level of agility for marketing, sales and service

Michael Rooney, SVP and General Manager, bpm'online

11:00
AM

Coffee break

11:30
AM
Guest of Honor Speech

Customer engagement: offered by the company, chosen by the customer

Paul Greenberg, the author of the best-selling ‘CRM at the Speed of Light’, Managing Principal of The 56 Group, LLC

12:30
AM

Interactive session

Moderated by Paul Greenberg

1:00
PM

Lunch, networking in demo zone

2:00
PM
Business Track Workshop

Digital strategy and CRM: the recipe to achieve CRM success

Barton Goldenberg, CRM pioneer, founder & president of ISM, Inc. and author of ‘The Definitive Guide to Social CRM’

Technology Track

Just do IT: 5 steps for easy and quick start with the CRM software

Step #1: Leverage user customization in its best – create personalized solution for optimum efficiency with no programming involved.

Step #2:Explore the benefits of process-driven CRM technologies.

Step #3: Gear up for smooth operations: migrate data, customize the system’s look and feel, set up sections and workplaces.

3:30
PM

Coffee break

4:00
PM
Business Track

Managing global CRM roll-out in a unique business environment

David Martin, Consultant to Brunswick Group

Winning with a single-vendor partner strategy

Samuel Tilley, Managing Director, Agovo

Process-driven CRM vs. traditional CRM

Michael Rooney, SVP and General Manager, bpm'online

Andie Dovgan, Business Development Director, bpm'online

Technology Track

Step #4: Complete fast and seamless integrations with easy to follow step-by-step instructions.

Step #5: Obtain analytics you need with smart dashboards, charts and reports – get all the vital data at your fingertips.

5:00
PM

Networking cocktail & demo zone

Download agenda as pdf

Join CRM Day and meet you peers, learn best practices, discuss opportunities, and strategies to win in the rapidly changing business environment.

Attendance is free of charge, but seats are limited. Save your seat!

Register now!

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