Join Bob Hogan, CRM Practice Director at Bennett Adelson, as he walks through (1) how MacroPoint developed their advanced business process flows, (2) how they tied them to CRM fields that drive automated stage changes, and (3) how these records are automatically dropped in and out of static marketing lists tied to ClickDimensions nurture programs. These nurture programs automatically send branded emails to customers as they progress through the MacroPoint system. Bob will be covering usage with a live demo, as well as dropping in some technical tidbits along the way for those looking for some “tech” knowledge.

CRM 2013 brought new navigation processes that have, in many ways, created more challenges for CRM users. Join Pat Good as she walks us through some navigation feature changes as well as some possible add-on solutions that may be of benefit to your organization.