CRM Success Program: Open Enrollment

 1.000,00

The Inteleo CRM Success Program Open Enrollment is for the entire CRM Team of one’s own organization, along with CRM Teams from other companies.

Start: at 3 applications.

Order of Blocks: will be determined in consultation.
Advice: start with Block 1.

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

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

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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.
    See Related Products at the bottom of the page.
  • Open Enrollment
    Together with participants from other companies.
    Includes online sessions, workshops and documents such as checklists, working documents and templates.
    This product is on this 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.

Methodology – Participation Open Enrollment

  • Each Block has 2 Online Sessions of 1 hour each and 1 Online Workshop of 2 hours.
  • You will also receive several helpful documents, such as checklists, working documents and templates.
  • The duration of 1 Block is 1 month.
  • For each Block, the entire CRM Team works together to increase CRM Adoption and improve CRM Usage.
  • Participation with your own CRM Team and together with CRM Teams from other companies.
  • Questions can be asked during the Online Sessions, the Workshop and by email.

Click here to learn more about the CRM Success Program