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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

View PDF Agenda

Register Here

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April 17, 2019
8:00 am - 1:30 pm
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