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Tuesday, October 22 • 1:30pm - 2:30pm
CRM Confession: Complex Order Capture and Processing in the Field with CRM 2011

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Please join us to hear the tips, techniques, and traps in using Dynamics CRM 2011 and partner solutions to create a full, end-to-end, order processing solution for our Heating and Cooling in-home sales teams. See how we, Reliance Comfort LP, used CRM to dispatch sales people, capture site details like measurements and pictures, create a fully configured order and present to customer for in-home signing, all integrated into our back end systems.

Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon C
  • CPE Eligible No
  • Level Intermediate

Attendees (18)