CRMUG Summit 2018 Sessions - Defining Your Process from Lead to Opp

CRMUG Summit 2018 Sessions – Defining Your Process from Lead to Opp

Who’s excited for CRMUG Summit Sessions 2018? I know we are!

Whether you’re planning to register soon, or are already registered, you won’t want to miss Ledgeview’s educational session, “From Lead to Opportunity – Defining Your Process”. 

Once you are registered, you can add this session, among many others from Ledgeview, before you go.

Simply navigate to to get started with scheduling your sessions.

Ledgeview will be presenting a total of six educational sessions during the CRMUG Summit this year. 

In this particular session, under the Marketing Track, Jodie Gilroy, Senior Business Analyst (and Marketing Guru) at Ledgeview Partners, will be covering key topics like:

  • Developing lead definitions you can take back to the office and apply, specific to your company’s strategy
  • Converting leads to opportunities
  • Defining leads and opportunities within your organization
  • Helping your sales and marketing teams define a successful process definition and strategy

If you want to know more about the benefits of defining your process from lead to opportunity once you implement CRM, whether you’ve had it for a few months or years, you won’t’ want to miss this session.

Learn where these definitions stem from and how they can benefit everyone involved in the CRM process.

Though it may seem complicated to you now, Ledgeview will clear things up and help you see the simplicity of defining leads and opportunities within your unique organization!

Join us on Tues. Oct. 16 at 8:15 a.m. at Location 223 for this session.

If you’ve yet to register for the CRMUG Summit, save 10% on your tickets with the code “PRPLedgeview” and register here.

We look forward to seeing you at our educational sessions and throughout the summit at Booth #434.

CRMUG Summit 2018 Sessions - Defining Your Process from Lead to Opp

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