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Training workshop: Make the most of your InterAction CRM
Make the most of your InterAction CRM: Training Workshop (295+vat) - Tuesday 30th September
Complete the form below to register to attend this training workshop:
What we will cover in the workshop
• Data completeness and quality
• Best practice examples for data recording (Partners, activities etc)
• How to spot most and least engaged clients and what it means for the business
• Data capturing processes and what data needs to be captured
• Creating reporting dashboards by combining various data sets including CRM, events, bidding & other client data
Outcomes of the workshop
• How to gain a clear understanding of the status of your CRM
• Well defined next steps to improve CRM adoption across the organisations
• How to create story-telling dashboards that engage Partners and senior decision makers
• KPIs (to measure progress) that are aligned to the overall business strategy
• How to get a full picture of the customer journey by combining CRM with other data sets
• How to spot cross & up-selling opportunities – dashboards that show how to increase client wallet share
This workshop is designed for
• Marketing Directors/Heads of Marketing
• Business Development Directors/Heads of Business Development
• Client Development Directors/ Heads of Client Development
• CRM Managers/Heads of CRM
Date and time: Tuesday 30th September - 1.30pm till 4:30pm
Generating insights from our clients' CRM - what they have to say:
"Working with Trovus, we are now able to understand our customers better: their potential, their willingness to invest, how likely they are to buy or their share of wallet; and we are also sharing what we are learning with other functions in the business, including sales, finance, R&D and the Board." Pascal Lendermann, Head of Program Operations for Cisco.
"Trovus is strategically important to us in not only gathering intelligence, but also in helping us turn it into actionable information for business development and marketing purposes. Trovus is capturing information about prospects and clients and transferring it to business development teams to use in their engagement with fee earners, client communications and touch point optimisation. Integrating various data sets with our InterAction CRM system delivers many benefits to Eversheds, helping us to plan business-led future communications with clients and prospects, while understanding current customers better. It also means we can prioritise and allocate resources much more effectively.” Gareth Pezzack, Head of Marketing for Eversheds LLP.
If you would like me to reserve a place for you, do let me know, or alternatively complete the form above.
If you would like to bring a colleague along with you, do let me know.
If you would like me to reserve a place for you, do let me know, or alternatively complete the here.
If you would like to bring a colleague along with you, do let me kn
Not based in London
If you are interested in the topic but unable to attend the event, we would be glad to arrange a webinar for you.
For any other questions, do not hesitate to contact me.
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