CRM Me ASAP
February 2nd, 2022
How implementing Lead to Cash with CRMs can streamline data, topple silos, build relationships, and personalize customer experience.
While it is important to land the next client, it is equally as important to ensure the success and experience of existing clients. During this event, we will be taking a deep dive into why the integrity of your processes and data is critical to continued customer experience and growth.
We’ll discuss how your business is collecting data in a purposeful way and how this data can be used to elevate your top and bottom-line. As we see ‘big tech’ doubling down on consumer information and the evolution of the “Metaverse’ we’ll discuss why you should begin building your own Dataverse. We’ll also discuss how implementing Lead to Cash with CRMs can streamline data, topple silos, build relationships, and personalize customer experience.
Key takeaways will include:
- An approach to assessing your current data model
- Concepts for building lasting customer relationships and experience
- Considerations for creating your own lead to cash system
- Voice of the Customer feedback to scale your business
About the Speaker, Dan McGraw- DPT Solutions
Having spent more than 20 years connecting people, processes, and technology to drive business performance, Dan is a technology innovator and leader. He is passionate about leveraging technology to help improve business outcomes through digital transformation and industry disruption.
Dan has a strong track record of building teams ranging from software development to product innovation and delivery. With experience, as both a client and a vendor, Dan has a unique ability to place himself in the customer’s shoes. Additionally, in serving throughout all levels of IT, including executive leadership, Dan has the ability to understand the technical challenges as well as the business challenges, offering up unique solutions.
Outside of business, Dan is an avid cyclist and cycling coach, leading an amateur cycling team. He enjoys competing in mountain biking, road racing, and the occasional triathlon as well as helping others achieve their personal goals.