CRM Day was a great success! We are pleased to announce that event materials are now available to download. Thank you for your interest, and we look forward to bringing you similar events in the future!

9:30
AM

Keynote

Katherine Kostereva, CEO and Managing Partner, bpm'online

Presentation
PDF
10:00
AM

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

Michael Rooney, SVP and General Manager, bpm'online

Presentation
PDF
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

Presentation
PDF
12:30
AM

Interactive session

Moderated by Paul Greenberg

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.

Presentation
PDF
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

Presentation
PDF
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.