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WorkWise CRM User Group Meeting

October 16, 2019 08:30 AM - 01:00 PM CDT WorkWise

WorkWise CRM User Group Meeting
October 16, 2019

Overnight Accommodations:

Holiday Inn Express (WW preferred hotel)
W177 N9675 Riversbend Lane
Germantown, WI 53022
1-800-Holiday – to make reservations
1-262-255-1100 – to reach the hotel directly

WorkWise room rate – When booking your room on the Holiday Inn Express website, enter the number 958388496.


View PDF Agenda


8:30am – 9:00am Registration and light breakfast

9:00am – 9:15am Review Agenda & Introductions of WorkWise and Attendees

9:15am – 10:00am OnContact CRM 10 Updates – Ben Wedell
• CRM 10.5 Highlights
• CRM10.6 Highlights
• Customer Portal Overview

10:00am – 10:15am Break

10:15am – 10:45am Optimizing Opportunities w/ Milestone Management – David Custer
Learn how Living As A Leader has implemented milestone management to improve analytics and streamline business processes

10:45am – 11:15am Enhancing Searches in OnContact – Kevin Carney
Learn how to utilize OnContact to improve date mining with the following:
• Saved Searches
• Badge & Chart Creation
• Configurable Dashboards

11:15am – 12:00pm Q&A with OnContact CRM Development Team

12:00pm – 1:00pm Wrap-Up Lunch

Register Here