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CRM CUSTOMER EXPERIENCE BEST PRACTICES
Learn From Your Peers in the Financial Services Industry
Presented by:
The PowerObjects Story
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2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration
Our Presenters
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Subject Matter Experts, Thought Leaders, Innovators Learn From Your Peers in the Financial Services Industry
Learn From Your Peers in the Financial Services Industry
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Around 50% of CRM Programs Fail to Meet Business Needs
Topics
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Lessons Learned & Best Practices
User Adoption & Change Management
The CRM Blueprint: Plan for Success & Enterprise Roadmap
Organizational Alignment & Consensus
#1 #2 #3 #4
Topic #1
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Organizational Alignment & Consensus
Topic #2
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The CRM BlueprintPlan for Success &
Enterprise Roadmap
Topic #3
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User Adoption &Change Management
Topic #4
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Lessons Learned &Best Practices
Let’s Chat
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Greg MoserDirector, Financial Services Practice
powerobjects.com
281.725.1789