What will you learn?
Through real-life cases, you’ll get concrete answers to questions such as:
- How to set up CRM-based orchestration for true 360° customer-centricity in your day-to-day work.
- How to coach and steer in the moment, making your pipeline and forecasts more predictable.
- The must-haves for high user adoption and less complexity for sales, marketing, support, and management.
- How to accelerate AI use cases on a solid CRM foundation.
Sound familiar? Too many teams only update the CRM right before forecast calls; opportunities are stuck in mailboxes; marketing is flying blind; CRM feels like a control tool. We’ll show how it can work differently: 360° customer view, clear focus, balanced pipeline, business visibility (rolling 4-quarter forecast in CRM), and a coaching engine for proactive behavior.