Below you will find a list of CRM conference sessions that will be offered at Ledgeview’s 2015 CRM User Conference in Milwaukee, WI on October 22, 2015. The CRM Conference will run from 8:00am (registration check-in & healthy harvest breakfast) to 3:45pm (last session concludes).

>> Register Today – Space is Limited!

Please note this schedule may be subject to change.

2015 CRM Conference Schedule of Events 10-2015

CRM Conference Registration

Keynote Speaker: Jim Steele President of Worldwide Sales & Chief Customer Officer

Jim Steele ISDCJim Steele joined after a remarkable 12-year run at Salesforce, where he helped it to grow from $25 million to more than $4 billion in revenue.

Jim leads’s sales, customer service, implementation, account management and professional services organizations.

He is helping the company expand its global footprint while establishing a culture of excellence in customer satisfaction and success.

Sessions: 9:45am – 10:20am

The Salesforce Advantage – The Customer Success Platform

What does Salesforce do? Simple. ‘Help make your customers love you’. Salesforce differentiators that are their secrets to their innovation. Come get familiar with an explanation of the 8 core principles behind the company and the platform and an overview of the ‘clouds’ that make up the ‘Customer Success Platform’ to provide a new kind of Customer Success.

Microsoft Dynamics CRM Roadmap

Microsoft announced its plans for the release of Dynamics CRM 2016 later in 2015, continuing the product team’s ambitious development cadence. In this session, Microsoft will share with you details regarding the future roadmap of Microsoft Dynamics CRM.

Empowering Users through Advanced Find in Dynamics CRM

CRM has so much information readily available at your fingertips but how do you get to in a quick and easy way (without asking for help)? In this session you will become the master of the advanced find feature within Dynamics CRM. Learn how to filter data records down to what is really important – in only a matter of minutes. This fast moving session will take you from the basics all the way to advanced filtering options and empower you to quickly create, view, save and share the data you need, when you need it. The Predictive Cloud – Applying Predictive Science to Sales

Lead scoring is just the first step in predictive analytics for sales teams. The Predictive Cloud will infuse predictive and prescriptive analytics into every aspect of your selling motion.

Sessions: 10:30am – 11:05am

Getting to Know Service in Dynamics CRM

Delivering exceptional customer service means empowering your service team with everything they need to deliver an experience that will deepen customer loyalty. In this session, we will examine the expanded capabilities and benefits that utilizing Service by Microsoft Dynamics CRM can bring your business.

10 Steps to a Successful Implementation

Do you have a CRM implementation on the horizon? There are many hazards and pitfalls that can occur prior, during and post implementation. We will share best practices to ensure your implementation is a success while also sharing common mistakes and a few horror stories that other companies have experienced so you also know what not to do.

Sales and Dynamics CRM: A Day in the Life

How does a top successful sales person utilize a CRM solution like Microsoft Dynamics CRM to zero in on the right leads and prospects, move business through the pipeline and close business faster? In this interactive session you will see how a CRM will be a salesperson’s best resource, instead of a second thought.

B2B Marketing Automation and Salesforce

It’s not about closing the sale today; It’s all about building the pipeline for tomorrow.  You have your CRM system up and running, but now how do I grow the pipeline and accelerate sales? Buyers are connected to more product information than ever before and are now 60% through the sales cycle before they engage with your sales person. How do you take advantage of this new paradigm? Answer ‘Marketing Automation’. Learn how Salesforce ‘Pardot’ solution, can increase your prospect database, improve lead conversion and create new pipeline.


Sessions: 11:15am – 12:00pm

Creating Effective Dashboards for Dynamics CRM – Level 200

Dashboards are an essential part of any CRM user’s daily life – at least they should be. In this advanced session we will show you how through a live demonstration to create highly effective dashboards within Microsoft Dynamics CRM that will help you derive quick insights and make important business decisions and give you specific examples of dashboards that are effectively being used today.

Salesforce Communities

Community engagement is exploding and all of us engage in multiple communities daily (LinkedIn, Yelp, Fitbit, etc.) Today’s technologies (websites, Social Communities, Portals) all fall short. Communities let you re imagine engagement to drive business success with your stakeholders whether they are employees, customers or your partners.  Connect these stakeholders in better ways will help you increase revenues, decrease costs and improve customer service. Come and learn about the providing personalized, mobile and connected services for your stakeholders with communities.

6 Things to know about Data Integration

Is your CRM integrated with other systems within your organization? How about with your back office or marketing automation software? If not, you are missing the boat. Certified integration experts will examine ten things to know about data integration.

Cincom: How to Accelerate Quote to Cash

CPQ advances CRM by providing the most flexible technology to improve sales efficiency so companies can move rapidly from a sales opportunity all the way to cash in hand. Together, these fully integrated technologies enable sales teams to configure, price and quote advanced products and services. Go on-premise or in the cloud with guided selling, dealer portal, document generation, and more all baked with CRM!

Sessions: 1:00pm – 1:45pm

CRM Workflows that you Never Imagined were Possible

How many manual, frustrating and time-consuming processes do you have at your office? With workflows you can take (what may seem like) very complicated processes and automate them to work behind-the-scenes. In this session, we will share with you some common and also very unique workflows companies are utilizing to drive efficiency. With new workflow ideas, you will return to the office a hero!

Using Salesforce: Sales, A Day in the Life

How does a top successful sales person utilize Salesforce to identify the right leads and prospects, move business through the pipeline and close business faster? In this interactive session you will see how Salesforce will be a salesperson’s best resource, instead of a second thought.

Gaining User Adoption: A 21+ Point Inspection

Whether you are implementing a new CRM, or hoping to jump start stale users, this very interactive CRM session will cover a wide range of questions, ideas and stories to help you increase the user adoption of Microsoft Dynamics CRM, Salesforce or any CRM at your organization.

Scribe: The Integration Imperative

The “Integration Age” is among us. Successful data strategies and procedures are built on solid integration infrastructure. Discover why the immediate need for CRM integration strategies is imperative for the success of your business.

Sessions: 2:00pm – 2:45pm

Best Practices for the CRM “Beginning” Administrator

Being the CRM “Admin” is amazing! You are the go-to wizard who holds the keys to the castle and can make magic happen. Whether this is your full time role or another ‘hat’ that you get to wear in your organization, we will help you succeed with 10 best practices that every admin should know.

Unified Service Desk in Microsoft Dynamics CRM

It’s important to have an integrated service and contact center experience to be able to serve your customers with what they need, when they need it. Learn more about the capabilities that Unified Service Desk from Microsoft Dynamics CRM can offer to your company and your customers.

How to Leverage Salesforce Resources to Ensure Success

Salesforce is all about ‘Customer Success’ and you’re probably as also concerned about being successful utilizing Salesforce to be successful in your company and with your company’s customers. Come and discover the many resources from Salesforce that help support your success through enablement, partners, and customer support.

ADX Studios: Improving Customer Engagement with Web Portals

Is your Microsoft Dynamic CRM system only serving your internal users? Are your customers desiring to engage with you via self-service web applications?  In this session, learn how organizations are using web portal technology to more effectively engage with their constituents.  See real life examples of how this benefits customers and improves overall customer satisfaction.

Sessions: 3:00pm – 3:45pm

Best Practices for the CRM “Advanced” Administrator

Confident in your Admin Skills? Time for level 200. Our certified CRM experts will dig deep and present 10 best practices that will help elevate the game of even the most experienced administrator.

Outside In: The Rise of the Inside Sales Team

In this interactive session you will learn how inside sales can take your organization to the next level. Presenter Greg Dove, creator of inside sales programs across North America, will review industry trends, success factors and watch outs and key metrics and dashboards to help you achieve sales goals you only thought possible from an outside sales team.

Salesforce and Microsoft Integration

Learn more about the integration that exists already, and only getting better, between the #1 CRM platform and the #1 productivity software. See how Microsoft products are integrated with Salesforce and how they are integrated today, including Outlook, SharePoint and Office 365.

ClickDimensions: Email and Marketing Automation

ClickDimensions is the highest-rated marketing solution on Microsoft’s Dynamics Marketplace. Providing email marketing, web tracking, lead scoring, nurture marketing, social discovery, form capture, surveys and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Location & Venue:

Miller Park
One Brewers Way
Milwaukee, Wisconsin 53214

Conference Hours:
8:00am – 4:00pm

Conference Pricing:

Early Bird: $199
Register before midnight on September 30, 2015

Standard: $299
Register: October 1, 2015 – October 22, 2015