#UserGroupSummit 2019 North America

Are you registered for User Group Summit – North America 2019 already, or are you considering attending?

For the Dynamics 365 CE & CRM portion alone, there are 193 sessions to look forward to.

Experts from across the country will be attending to speak on a variety of important Microsoft Dynamics 365/CRM user group community topics like lead scoring, user adoption best practices, basic admin tips, tech news and updates from Microsoft, and much more.

Ledgeview Partners will be at the conference to offer support, guidance, expertise, fun giveaways, excitement, friendly faces, and more. We invite you to attend these three sessions throughout the conference:


User Group Summit Partner Showcase

Screenshot Courtesy of User Group Summit – North America

1. “Understand Your Buyer Persona”

  • Are you having trouble understanding how to integrate your CRM and marketing automation platforms to create more effective outcomes?
  • Are you having difficulty understanding your buyer personas in general?
  • Do you want to know how to develop more efficient buyer personas to move through your sales funnel quicker?

Whatever your concern, Adam Mertz, VP of Marketing & Strategy at Act-On Software, and Chad Collett, Director of Marketing at Ledgeview Partners, will give a joint presentation addressing the most common buyer persona concerns Microsoft Dynamics 365/CRM users face today.

“Understand the who, what, why, and when of buyer personas and why this is so critical when considering how to best set up any marketing automation campaign. Learn why persona development will enable you to build a solid segmentation strategy – the first step to any marketing automation campaign – and ensure the highest level of engagement.”

Join Mertz and Collett on Wednesday, Oct. 16, 2019, at 3:15 p.m. Location TBD.

Follow this page to stay updated on locations, times, and a full event schedule.


User Group Summit Session

Screenshot Courtesy of User Group Summit – North America

2. “Customizing CRM for the Difficult Salesperson”

  • Are your salespeople struggling to understand how CRM benefits them?
  • Are they making excuses to NOT use it?
  • Are they struggling to create fields and workflows within their Microsoft Dynamics 365/CRM environments to produce more effective processes and help customers move through the buyer’s journey more effectively?
  • Are your salespeople struggling to adopt your CRM system?

Join Ashley Steiner, Business Analyst at Ledgeview Partners, on Thursday, Oct. 17, 2019, at 8:00 a.m. to learn how to get your salespeople on board the CRM bandwagon with ease and confidence! Location TBD.

Steiner will help salespeople care for or sell to customers more effectively with Microsoft Dynamics 365/CRM in this session, show you how to customize CRM to match your sales process, and help managers engage salespeople to use CRM everyday.


3. “All Aboard! Strategies for Driving Microsoft Dynamics 365/CRM User Adoption …”

  • Are you struggling to gain the high and contiuous user adoption you need to succeed with your Microsoft Dynamics 365/CRM environment?
  • Are you having trouble getting users to login everyday, ove their processes to the technology, and use it as their number one update center?
  • Are you struggling to gain the executive sponsorship you need to help your users see the value of CRM?
  • Are common CRM misconceptions and myths holding your users back from using the system?

If you answered yes to any of these question, you can’t miss this expert session by Ledgeview’s Chad Collett. Mark your calendars!

In this presentation, Collett will debunk common CRM woes and misconceptions to help you get your entire team on board the CRM bandwagon and thriving with the technology, show you how to keep your CRM users onboard and invigorated past the CRM implementation phase, and provide top tricks and tips for when your CRM user adoption falls flat ( – it happens to more organizations than you think)!

“Whether your priority is to address common misconceptions and concerns among users, keep the excitement alive past implementation, or regain excitement after its fallen flat, there’s always something to learn about gaining high and continuous CRM user adoption to keep your team, individuals, and organization as a whole thriving with the technology. This expert-led session will teach you this and more so you are carried with the spirit of CRM confidence year-round.”

Join Collett on Thursday, Oct. 17, 2019, at 9:30 a.m. in Sarasota 3.


If you’ve yet to sign up or want to learn more about the benefits of attending User Group Summit – North America, click here.

See you in Orlando!

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