![Page 1: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/1.jpg)
CRM CUSTOMER EXPERIENCE BEST PRACTICES
Learn From Your Peers in the Financial Services Industry
Presented by:
![Page 2: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/2.jpg)
The PowerObjects Story
page01
2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration
![Page 3: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/3.jpg)
Our Presenters
page02
Subject Matter Experts, Thought Leaders, Innovators Learn From Your Peers in the Financial Services Industry
![Page 4: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/4.jpg)
Learn From Your Peers in the Financial Services Industry
page03
Around 50% of CRM Programs Fail to Meet Business Needs
![Page 5: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/5.jpg)
Topics
page04
Lessons Learned & Best Practices
User Adoption & Change Management
The CRM Blueprint: Plan for Success & Enterprise Roadmap
Organizational Alignment & Consensus
#1 #2 #3 #4
![Page 6: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/6.jpg)
Topic #1
page05
Organizational Alignment & Consensus
![Page 7: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/7.jpg)
Topic #2
page06
The CRM BlueprintPlan for Success &
Enterprise Roadmap
![Page 8: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/8.jpg)
Topic #3
page07
User Adoption &Change Management
![Page 9: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/9.jpg)
Topic #4
page07
Lessons Learned &Best Practices
![Page 10: CRM CUSTOMER EXPERIENCE BEST PRACTICES › wp-content › uploads › … · CRM CUSTOMER EXPERIENCE BEST PRACTICES Learn From Your Peers in the Financial Services Industry Presented](https://reader033.vdocument.in/reader033/viewer/2022052803/5f229a639e47f81a01107105/html5/thumbnails/10.jpg)
Let’s Chat
page08
Greg MoserDirector, Financial Services Practice
powerobjects.com
281.725.1789