CRM Success Program: DIY

The Inteleo CRM Success Program Do It Yourself (DIY) is for the entire CRM Team of one’s organization.

The DIY Program only provides access to the documents such as checklists, working documents and templates. Do you want the full program including the online sessions and workshops? Then look at Open Enrollment and Exclusive.

This product will be available soon, contact us for more information.

The Inteleo CRM Success Program consists of 6 Blocks. Each Block has a particular theme.

The goal of the Inteleo CRM Success Program DIY is to achieve more CRM Adoption and better CRM Usage for better CRM.

Description

You can participate in 3 ways

  • Do It Yourself (DIY).
    Access only the useful documents, such as checklists, working documents and templates. Want the full program with online sessions and workshops? Then check out Open Enrollment and Exclusive.
    This product is on this page.
  • Open Enrollment
    Together with participants from other companies.
    Includes online sessions, workshops and documents such as checklists, working documents and templates.
    See Related Products at the bottom of the page.
  • Exclusive
    Participation with your own CRM Team, without other companies.
    Includes online sessions, workshops and documents, such as checklists, working documents and templates.
    See Related Products at the bottom of the page.

Purpose of the Inteleo CRM Success Program:
Achieving more Adoption and better Use of Microsoft Dynamics 365 CRM (CE, Sales, Marketing, Service) so that the CRM investment delivers more results.

Method – Participation Do It Yourself (DIY)

  • The entire Program consists of 6 Blocks (themes).
  • DIY gives you access to the various useful documents, such as checklists, working documents and templates for each Block.

Click here to learn more about the CRM Success Program