Share: Categories Advertising, B2B, B2C, Content, Innovation & Trends, Strategy & Operations, Technology Live Webinar: How To Select A CRM Solution A webinar to help anyone looking to purchase a CRM: how to define requirements, what to consider when reviewing platforms and what to ask vendors when going through the selection process – with key contributor Paul Greenberg, one of the world’s most recognised CRM analysts. Event information Speakers Timing This webinar aims to help anyone looking to purchase a CRM platform now or in the future – by providing insights into the things to consider when reviewing solutions and what to ask vendors when going through the selection process. A panel of experts will discuss those all important questions: Paul Greenberg, one of the world’s most recognised CRM analysts and the author of ‘CRM at the speed of light’ – also called the “Bible of CRM” Gavin Miller, Managing Director at Ultima Media, who has recently gone through a CRM selection process as part of their digital transformation initiative. John Cheney, Workbooks CEO, who has helped hundreds of businesses start their CRM journey. If you are thinking of investing in CRM in 2021, this webinar will be invaluable. Agenda Why make an investment in CRM? Define your business outcomes The why, how and what Build the business case Define your requirements How do you do that? Build vs buy Budget etc. How to engage with vendors? How to run the selection process? RFPs or not Steps in the process What to look out for in a vendor? Culture fit Paul Greenberg - Founder, Managing Principal, The 56 Group, LLC Gavin Miller - Managing Director, Ultima Media John Cheney - CEO, Workbooks Date: 17th June, 2021 Time: 3:00 pm BST Duration: 1 hour
