CRMUG UK Scotland & North of England Inaugural Meeting

The agenda for this meeting is now pretty much finalised as below. As the number of registered attendees is much smaller than Reading, this is mainly a single-track event with a mixture of technical and non-technical content to suit all members, with one breakout session in the afternoon.

We are meeting on 20th November at Microsoft’s Edinburgh offices. We will have some new speakers, and some of our best sessions from previous meetings will get an “encore” at this event. We hope to see lots of new members who cannot usually attend due to the distances involved.

This meeting will be free to attend for all CRMUG members, thanks to Microsoft’s kind and continued support of the events, providing venues and refreshments for us. You can sign up for a Basic subscription to CRMUG at no cost.

Registration is open for this event now! Click here to register for this event for FREE

Event_32Click to add the CRMUG UK November 2014 Edinburgh meeting to your Outlook calendar

Depending on discussions to be had on the day we may make this a separate chapter in its own right, or continue to operate as a single UK chapter with regional meetings. Come along and let us know what you think!

09:30 Welcome & CRMUG News
Adam Vero, CRMUG UK Chapter Leader
10:00 Roundtable discussion: What is a “Lead”, and when do you qualify it?
Always a difficult question and one we expect to raise lots of possible answers and opinions. Let others know what works for you in your organisation, and what challenges you face in getting users to stick to your rules, and see if we can come up with some shared definitions of when is the right time to qualify a lead, and into what type of records to follow up.
Chair: Iain Swanston, Sales Coach, Klozers
11:15 Coffee and Networking
11:30 Supporting a Changing Business
Skills Development Scotland is Scotland’s national skills body, combining careers, skills, training and funding services. SDS has over 800 CRM users across 50 sites providing services to in excess of 185,000 customers per annum.
SDS has undergone significant changes to its service offering in the last 2 years. This session will describe how a small internal team has supported the changes to the CRM system to support this.
Martin O’Neill, Skills Development Scotland
12:45 Lunch and Networking
13:30 Roundtable discussion: CRM Upgrades
Join your fellow CRM Users and share your best practices, pitfalls to avoid and tips from the trenches on the subject of upgrading between versions of CRM (on-premises or online)
Chair: Adam Vero, Co-founder of CRM Masters
14:30 CRM technology and Business Change Management in NHS
NHS Health Scotland is a non clinical, national Health Board within NHS Scotland with a remit to work with public, private and third sectors to reduce health inequalities and improve health.  In 2011/12 Health Scotland began a technology enabled Business Improvement Programme to modernise its systems and processes, focussed on improved information management and customers.
CRM was an integral part of the programme and this session covers the lessons and experiences from the formative stages of CRM adoption in Health Scotland.
Iain McIntyre, (former) Business Improvement Programme Manager, NHS Health Scotland
15:30 Wrap-up and final Q&A
A chance for more Q&A with today’s speakers
16:00 Close


This meeting will be at Microsoft’s Offices in Edinburgh.

Waverley Gate
2-4 Waterloo Place

Who should attend CRMUG?

All Dynamics CRM users are welcome. We also encourage you to invite your colleagues and other users – email to colleagues, tweet about it, mention it in your LinkedIn groups and other sites..

Partners are welcome to attend provided they are accompanied by a customer. Partners please bear in mind that the objective of regional events such as this is to exchange knowledge and Dynamics CRM experience. Partner personnel should possess deep CRM expertise and refrain from sales activities.

Hope to see you there!


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