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10 Steps to Guide Your CRM Implementation

December 8, 2022 @ 2:00 pm - 3:00 pm EST

Free Forvis CPE

Participants of the free live webinar will be eligible for 1 CPE credit.


Your customer relationship management (CRM) implementation or upgrade project hinges on detailed preparation. Discover best practices to help you deliver a highly efficient CRM system and drive long-term CRM adoption.

In this webinar, we’ll share 10 key steps to help empower lasting user adoption. Learn how to assemble your CRM project team, avoid common pitfalls, implement design best practices, and build a comprehensive CRM user adoption program.

Learning Objectives

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

  • Explain 10 steps that can be taken to help guide organizations through a major CRM project
  • Identify ways to support new and existing CRM users
  • Describe best practices for planning a CRM implementation or upgrade project

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

CPE NASBA LogoFORVIS, 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.

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