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Be the Change You Wish to See in Your CRM, Through Change Management

APRIL 26, GREEN BAY: 1:45 p.m. – 2:35 p.m.
APRIL 27, MILWAUKEE: 1:45 p.m. – 2:35 p.m.

Session Description

You’ve dedicated countless hours towards evaluating, testing, and choosing a new CRM. You’ve assembled a great implementation team to create your dream platform. So, finally your work is done, right? Not so fast — as long as you have visions for true adoption, return on investment, and satisfied team members. This session will delve into best practices for leading a successful CRM change, specifically focused on the human side. We’ll cover the critical steps to ensure adoption before, during, and after implementation, along with how to design and execute a strategic roll-out. 

Key Takeaways

  • How to strategically account for the human side of change when rolling out a new CRM
  • CRM change management best practices and considerations
  • How to design and execute a strategic CRM launch/roll-out 
  • Keys for getting initial and ongoing CRM adoption
  • How to track, translate, and deliver actionable adoption metrics

Who Should Attend?

For an intermediate to advanced audience


James has served in Support, Customer Success, Implementation, and Consulting roles at three different SaaS companies. One commonality among all of these roles was the constant struggle to get users to change and adopt a new platform. He was curious to learn why this was always the case and how he could best help, so he obtained a ProSci change management certification and began learning from those who successfully crossed the hurdle. As a pre-sales consultant at HubSpot, his passion is planning, executing, and maintaining a successful platform change — however complex or straightforward it may seem.




Your 2023 Ticket

  • Breakfast, lunch, refreshments, and exclusive networking hour at the close of the event to connect with other attendees and speakers
  • Access to presentation slides and video recordings of all sessions following the conference
  • Choice of book from our keynote speakers: Mike Acker or Paul Roetzer


2023 Sponsors