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CRM Health Check: Unlocking Salesforce Performance

August 22, 2024 Register Now
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In this enlightening webinar, we’ll explore why conducting periodic health assessments for your customer relationship management (CRM) system is crucial. Join us as we unravel the hidden gems of maintaining a healthy CRM and discover actionable steps to help identify potential issues before they escalate. Learn more about the “why” and “how” for performing a Salesforce CRM health check, equipping you with the knowledge to unlock enhanced functionality.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Define how to set key performance indicators related to data quality, modifications, customization, and integrations.
  • Identify how to review your CRM system’s configuration, including what’s “core” and what’s customized.
  • Discuss how to perform a data audit, assessing data quality, duplicate records, missing information, and inconsistencies.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's This For

Business professionals; CRM users and admins; sales and marketing teams.


Prerequisites

None


Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.


Refund Policy

There is no fee associated with this event.


Program Level

Basic


Recommended Field of Study

Computer Software and Applications


Advanced Preparation

None

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If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenters

Kristin Voelz, Caleb Zautner