WorkWise CRM User Group Meeting
April 17, 2019 @ 8:00 am - 1:30 pm CDT
Wednesday, April 17, 2019
Coakley Brothers (host)
400 S 5th St.
Milwaukee WI 53204
Overnight Accommodations – Hilton Milwaukee City Center
509 W Wisconsin Ave, Milwaukee, WI 53203
Click here to make accommodations.
When making reservations, please use the link above or ask for the WorkWise room block.
Agenda | Wednesday, April 17
8:15am – 8:30am Registration and light breakfast, Coakley Intro Video
8:30am – 8:45am Review Agenda & Introductions of WorkWise and Attendees (name, title, company and objectives for attending the meeting) – Mac Feely
8:45am – 9:15am OnContact CRM 10 Updates – Ben Wedell
- CRM 10.3 Highlights
- CRM 10.4 Highlights
- CRM 10.5 – What’s coming
9:15am – 10:00am Optimizing Marketing Automation – Maggy Belanger, Elvation Medical
- Learn how Elevation Medical has implemented campaign management, email automation & re-targeting w/ improved business analytics to increase business profits.
10:00am – 10:15am Break
10:15am – 11:00am Adoption Best Practices & CRM Mapping – Dave Manahan, Strongwell
- Learn best practices for user adoption. What works & what doesn’t.
- Gain insight on how Strongwell is leveraging CRM Mapping w/ route planning & powerful search tools.
11:15am – 12:00pm QA with OnContact CRM Team – Jon, Russ, Karl, Ray, Jason
12:00pm – 1:00pm Wrap-Up Lunch
1:00pm – 1:30pm Coakley Brothers Tour