Session

Beyond the Tool—Realigning CRM with Human Expectations

What you call "CRM" is in danger of collapsing, and it's not the technology's fault. It is the tendency to focus on technology tools rather than strategic conversations as the solution to business challenges. This transactional mindset secretly undermines the strategic conversations necessary to meet the expectations of the people technology is supposed to help.

To shift this dynamic, you must tap into the hidden power of expectation-focused conversations. When harnessed correctly, this new mindset will help you discover how technology, like CRM, can make achieving business objectives more successful, effective, and enjoyable. These are the expectations that, when met, increase technology adoption and help you achieve your acquisition, retention, enrichment, and advocacy goals.

By the end of your time with JC, you will learn how to:

Engage CRM users and delivery teams in expectation conversations that get to the heart of business needs.

Collaborate with higher engagement and value co-creation throughout the planning and deployment of CRM technology.

Design the conversations that help increase user adoption and a human-centered design mentality across your organization.

​Learning objectives:

Uncover the 3 myths you've been sold about CRM user adoption.

Discover the 10 expectations essential to aligning customer relationship management strategy with technology innovation.

Learn the number 1 reason CRM conversations lead to misunderstanding and what to do about it.

Presentation details, author bio, and speaker reel available at https://www.jcquintana.com/speaking

JC Quintana

A humorous storytelling style supported by powerful psychology insights

Nashville, Tennessee, United States

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