Be the Change You Wish to See in Your CRM, Through Change Management

May 17, 2023, 8:30 – 10:00 PM

Insights and best practices that focus on the human side of successful CRM change


About this event

You’ve evaluated, tested, and chosen the CRM that’s destined to be your dream platform. All it takes is implementation and you’re on your way to great things … right?

Yes and no.

Not accounting for the human response to adopting the CRM before, during, and after implementation could mean lagging performance, unimpressive ROI, and frustrated team members.

HubSpot Principal Services Consultant James Wanke promises successful CRM change is possible — and is set to share his insights and effective best practices at the next Appleton HubSpot Users Group (HUG).

James will cover:

  • How to strategically account for the human side of change when rolling out a new CRM
  • CRM change management best practices and considerations
  • How to design and execute a strategic CRM launch/roll-out
  • Keys for achieving initial and ongoing CRM adoption
  • How to track, translate, and deliver actionable adoption metrics
  • And more!

View the pdf of the slides


  • James Wanke


    Principal Services Consultant



Wednesday, May 17, 2023
8:30 PM – 10:00 PM UTC


Welcome & Registration
Networking & Happy Hour


  • Mary Rockman

    Weidert Group

    HUG Leader

  • Kelly Wilhelme

    Weidert Group

    Director of Marketing


Weidert Group logo

Weidert Group