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Wednesday, October 23 • 2:15pm - 3:15pm
CRM Security - 30 Tips and Tricks in 60 Minutes

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A plethora of tips, tricks, and best practices for designing, managing, and setting User's Security Roles. We'll help you to understand the business implications of security roles, and learn how to include security role permissions in the design of your CRM system.

avatar for Jerry Weinstock

Jerry Weinstock

CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced Internet Lead Capture. I am a 5th year Microsoft MVP (Most Valuable Professional). CRMUG Board of Director's member 2014-2015

Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate