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September Meeting | Customer Relationship Management (CRM)

Tuesday, September 20, 2022 -
6:00pm to 7:30pm

September Meeting | CRM Requires Collaboration Across the Organization


Few projects impact as many departments across the organization as customer relationship management (CRM) software.

Today CRM is crucial to running a business. CRM directly impacts the customer life cycle across the organization, unlike any other application. The marketing, sales, accounting, and operations departments use CRM for their respective roles. The IT department supports customizations, integrations, and reporting even when CRM is hosted as a service. It would be hard to run a successful business without a CRM.

Collaborating across so many different departments can be challenging. Each department not only has its specific needs and expectations, but they each also have different ways of thinking and communicating. The typical stereotypes go something like this. The marketing department thinks creatively. The sales department relies on building relationships. The accounting and IT departments think more analytically. These stereotypes are not always accurate. Being able to manage individual needs and preferred communication styles is critical to running successful projects and managing the customer life cycle.

Learning Objectives:

In this session you will learn:

  • What Cross Team Collaboration is
  • What CRM is
  • Importance of Cross Team Collaboration
  • Why CRM projects may differ from other projects

Event Details:

Event Agenda:

  • 6:00 - 6:10 Virtual Networking
  • 6:10 - 6:25 Welcome & Introductions
  • 6:25 - 7:25 Presentation and Q&A
  • 7:25 - 7:30 Wrap Up

When: Tuesday, September 20, 2022, 6:00 - 7:30 pm EDT

Where: Zoom meeting login information will be provided prior to the event

Who should attend: Open to all

Fee: $5 for IIBA Members | $10 for Non-Members


About the Facilitator:

Lawrence Reid, CBAP, PMP, CSM

Mr. Reid is a customer relationship management (CRM) specialist with over twenty years of experience in business analysis, project management, implementation, customization, and integration for companies in the aerospace, financial services, manufacturing, and medical industries. Mr. Reid’s article An Introduction to “Citizen Developers” was published in the BA Digest 2021 Q4 edition, and he presented at the PMI Symposium and IIBA’s Building Business Continuity conferences on CRM in the Age of Artificial Intelligence.

Lawrence earned a bachelor’s degree in Finance from the University of Texas, Arlington, and certificate of Financial Planning from Southern Methodist University. Lawrence obtained the Certified Business Analysis Professional (CBAP), Project Management Professional (PMP), and Certified ScrumMaster (CSM) designations. He is the President of the Fort Worth Chapter of the International Institute of Business Analysis, and a member of the Dallas and the Fort Worth chapters of the Project Management Institute (PMI).

Connect with Lawrence on LinkedIn: linkedin.com/in/lawrence-reid-crmmaven



To register, please use the Register Now button.

Event Details: 
September Meeting | CRM Requires Collaboration Across the Organization
Event Location: 
Virtual Meeting
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