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

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

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

When

When

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

Venue map

Agenda

8:30 PMWelcome & Registration
8:30 PMPresentation
9:15 PMQuestions
9:30 PMNetworking & Happy Hour