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25 & 26 MARCH 2020

ExCeL LONDON

CRM Is At The Heart Of A Successful Business

If you’d like to register for multiple sessions, please submit each one separately.

Our expert run sessions will guide you through a range of topics to help your business succeed by putting CRM at its heart.

Use CRM To Accelerate Your ABM Journey

Account Based Marketing (ABM) is proving its worth in every industry as a strategic approach. The introduction of GDPR has simply accelerated businesses aligning with an ABM strategy. It’s not all about getting a message out and hoping someone will engage with it.

CRM integrated into your core teams will allow you to reap the benefits of ABM which is truly integrated. CRM can align both the sales and marketing team efforts and ensure that the two teams compliment your focus and drive whether it’s a targeted prospect or key customer. In the age of ‘customer experience’ your contacts will expect you to understand their business. Join Gold-Vision Head of Customer Experience, Jiggy Patel and find out how you can use your CRM to accelerate your ABM journey.

Simplify your customer data management

If CRM is at the heart of a well-run business, then your customer data is the lifeblood that flows through it.

Good data quality is critical to the success of your CRM, marketing, and reporting and a fast, simple tool can make light work of fulfilling your data privacy obligations. This is where an intelligent CRM system comes in, helping to remove some of the most common challenges that come with data management (such as preventing unwanted duplicates before they come in and managing the quality of your data when it is coming from many sources).

How to take the stress out of event management

If your business hosts events such as training, seminars, hospitality days or webinars, then you know how much work it can be to promote, co-ordinate, deliver and report on them. However, with a fully integrated CRM system you can do all of this with ease and in one view.

In this masterclass we will work through a relatable example of an event from end to end, demonstrating how a CRM system can do the hard work for you and help you deliver incredible results.

Integrating your CRM to help your business succeed

Modern CRM’s are fed by information from additional systems, reducing user effort, and increasing the user value. Key integrations can be with website tracking or chat tools, your finance or operational systems. Gold-Vision has a powerful and flexible API, but also automated import and export tools for working with legacy systems. Our integrations are supported by our team, and several can be accessed and installed directly from our storefront.

5 steps to Lead management Success

We know that lead management can sometimes feel like a bit of a minefield, especially when leads are reaching you from various sources, like your website, events, forms, social media and more. And when you have them, how are you meant to tell the good from the bad?

CRM integrated with your email marketing can help you quickly qualify, manage and nurture your leads and distinguish those that are priority. This masterclass will provide you with a best practice approach which is proven and demonstrate how CRM can help through each step of the process.

How To Achieve Simple CRM and Marketing

Simple CRM solutions usually increase buy-in, reduce cost and are quick to implement. There are lots of apps that fill the space for simple lead management, mailing or pipeline forecasting. So what’s the problem?

The problem is that your business processes haven’t gone away. There are often sophisticated interactions between sales, marketing, financial and customer service departments. When single point solutions get established, these processes tend to go underground. This means a wealth of unintegrated apps often supported by spreadsheets that are creating the old-fashioned islands of information again. Join Gold-Vision MD, Charlie Shaw and learn how you can achieve simple CRM and marketing.

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Schedule

Wednesday

  • 10:30: Simplify your customer data management
  • 11:30: Use CRM to accelerate your ABM journey
  • 12:30: How to achieve simple CRM and marketing
  • 13:30: How to take the stress out of event management
  • 14:30: 5 steps to Lead management Success
  • 15:30: Integrating your CRM to help your business succeed

Thursday

  • 10:30: Simplify your customer data management
  • 11:30: Use CRM to accelerate your ABM journey
  • 12:30: How to achieve simple CRM and marketing
  • 13:30: How to take the stress out of event management
  • 14:30: 5 steps to Lead management Success
  • 15:30: Integrating your CRM to help your business succeed