Dynamics 365 Power User Bootcamp

Attend the CRM Workshop and Learn to:

  • Write a CRM Roadmap
  • Design a Sales Process
  • Develop a Leadership Plan
  • Get Hands-On Training

November 9, 2017

Charlotte, NC

Is Your CRM Producing a Measurable ROI?


Organizations that engage customers and employees experience a 240% boost in business outcomes.

$5.60 - $8.71

The average payback on every dollar spent on CRM projects is $5.60-$8.71.


Companies with a sales process are 30% more profitable than companies without a sales process.


Considering a CRM solution, or struggling to get the most out of an existing CRM solution.  Join your peers for the can’t miss 2 day event for customer relationship management sales leaders, administrators, and users.

CRM Planning, Leadership and Sales Process 

  • Develop a plan to engage your leadership team
  • Get your project started off right (or back on track) with a roadmap
  • Learn how to benchmark your CRM project to identify areas for improvement
  • Develop a sales process that your team will buy into
  • Collaborate with your team to continuously improve sales processes


Thursday, November 9, 2017 at 8:00 am – 5:00 pm


University of North Carolina at Charlotte
PORTAL Building
9319 Robert D. Snyder Rd.
Seminar Room – 2nd Floor
Charlotte, NC 28223

Does Your CRM Project Need Some CPR?


30%-60% of CRM projects fail


47% of CRM projects fail more than twice.

Attend if You Are:

  • Considering a new CRM project
  • Upgrading sales processes or migrating them into your CRM
  • Evaluating a CRM solution, but unsure of where to start
  • Struggling with CRM and looking for a way to get it back on the tracks
  • Seeking ways to improve your existing CRM processes and solution
  • Requiring additional training on Microsoft Dynamics CRM
Who should attend the intranet planning workshop?

The methodologies I learned in these sessions will be a huge leap forward for our CRM project – but they will also be valuable in improving communications and creating change across all areas of our organization.

What a unique combination of seminar, workshop, training and networking. I have a notebook full of things to get done right away, and things to think about for the long-term!

At last – a workshop with deep-dives and how-to sessions on leading, planning and managing a CRM project so that it will deliver value and get adopted.  This was a home run – a great investment!

Inventive conference.  I wish our sales and marketing director had attended to catch this vision of better employee and customer engagement.

Join us for this 1-day workshop on planning and training for CRM project success!

Register Today!

CRM Leadership and Process Design

Purchase Day 1 Tickets


Coming Soon

CRM Leadership, Planning and Sales Process

This day of planning and process design sessions is for any organization that is using any CRM solution.

Registration, Coffee and Continental Breakfast 
Jan 24 @ 8:00 am – 8:30 am

Get your engines started with coffee, registration and some networking with colleagues.

Network with peers and learn best practices. Discover practical tips to engage customers, drive collaboration and learn how to measure results. See and hear examples and case studies from leading organizations.

Paige Cassada

Paige Cassada

Geoff Ables

Geoff Ables

Doug Allen

Doug Allen

Meet the author and get the book for free!

Get a Free Book

Meet the author and get a free copy of The LUCK Principle: Business Results at the Intersection of People and Profit when you attend the event!

Purchase Event Tickets to CRM Planning, Process and Training

1-Day Workshop

Event Sponsor

Intranet Workshop Sponsor

Create contagiously collaborative employees that deliver great customer experiences.

Where to stay when in town for the CRM Leadership and Planning Workshop

Where to Stay

Hilton Charlotte University Place is about a half mile from our parking deck (about a 15 minute walk, or a very short drive).

8629 JM Keynes Drive
Charlotte, NC  28262

Click here to visit the hotel website and book a room.



Nearby Attractions

If you're looking for things to do while in town, remember that

Charlotte's got Charlotte!

There are dining options, including waterfront dining, within walking distance of the hotel.  A few shopping options are within walking distance, and 3 modern malls are short drive away.  Uptown Charlotte, a short Uber ride away, offers a vibrant nightlife scene.

Click here if you'd like to learn about arts, culture, outdoor, NASCAR and other nearby attractions.





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