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Pre- and Post- Conference Workshops

Don't miss this incredible opportunity!

Participate in one or more of these DETAILED WORKING SESSIONS designed for sales, marketing and IT professionals who are serious about making SFA solutions and technologies part of their corporate structure. These highly INTERACTIVE WORKSHOPS are being led by an OUTSTANDING FACULTY -- the top consultants and educators in the industry.

Join an exclusive group of dedicated BUSINESS AND IT PROFESSIONALS for a full-day workshop, and you will return to your office with PROVEN TACTICS to increase your bottom line, streamline the selling process, reach and retain customers, close the sale, and much, much more. Don't pass this up.

If you can't attend, send a delegate from your staff—these sessions are not to be missed.

Pre- and Post-Conference Workshops

Pre-Conference Workshops

Full Day Sessions
Monday, 9:00 am-5:30 pm


The Internet Frustration Buster, Cindy Harris
Sales Process Modeling: A Proven Methodology, Dean Herington, Jr.
SFA Tools 101: The Place to Start—A Readiness Assessment, George Brown, David Shimberg
The Project Manager's Guide to Successful Sales and Marketing Automation, Christopher Lochhead

Post-Conference Workshops

Full Day Sessions
Friday, 9:00 am-5:30 pm

Sales Automation Implementation: An Executive Briefing, Dean Herington, Jr.

Integrating Sales, Marketing and Service/Support Functions for Increased Customer Satisfaction, Doug Holden
Return on Investment: An In-Depth Look at Sales Automation Choices, Tom Peterson

Full-Day Sessions, Monday * 9:00 am-5:30 pm

The Internet Frustration Buster
Cindy Harris
Senior Consultant
Stellar Business Online

Tired of waiting for Web pages to load? Need to find the right information quickly and easily? You're not alone. Using the Internet and World Wide Web puts a wide array of information and services right at your fingertips, although you may find yourself frustrated with the process. Now you can put an end to the frustration, thanks to key tips, tricks and techniques you'll master in the Internet Frustration Buster workshop.




SFA Tools 101:The Place to Start ­ A Readiness Assessment
George Brown
Principal, SaleWorks, Inc.

David Shimberg
Principal, SalesWorks, Inc.

Management is under significant pressure to implement new technology that enhances customer relationships and places meaningful tools in the sales force's hands. Run through an SFA Readiness Process and identify the success factors and warning signs that exist in your business environment. Develop an SFA road map while creating a targeted, personalized agenda for the three-day conference and expo.

  • Analysis of Your Technology Infrastructure
  • Financial Costs Consultants, and ROI Pain Levels
  • A Guide to SFA Technology and Tools
  • The Place to Start your SFA Conferene
    and Exposition

Sales Process Modeling: A Proven Methodology
Dean Herington, Jr.
Chairman, Methods & Best Practices Committee
Sales Automation Association

The objective for this accelerated workshop is to look at your sales cycle as a discreet process in order to define, analyze and document your primary selling activities. Through a series of hands-on "Practice Activities" you learn how to engage in a Sales Process Modeling Initiative within your own organization.

  • Define 6-8 Discreet "Steps" in your Sales Process
  • Identify the Administrative "Sub-Processes"
  • Establish Sales Performance Improvement Goals/Metric

The Project Manager's Guide to Successful Sales and Marketing Automation
Christopher Lochhead
Executive Vice President, The Vantive Corporation

Over 50% of sales automation projects still fail. Executive management expects success and quick pay-back. This session is an exceptional opportunity to roll up your sleeves and gain practical insights you can put to use immediately. Mr. Lochhead, shows you how to avoid the pitfalls and improve your chances of success.

  • How to Implement Sales and Marketing Automation With a Customer Asset Management Approach
  • How New Technology Can Enable Profitable Customer Acquisition and Retention

Full-Day Sessions, Friday * 9:00 am-5:30 pm

Sales Automation Implementation: An Executive Briefing
Dean Herington, Jr.
Chairman, Methods & Best Practices Committee
Sales Automation Association

Sales Automation has a checkered history of success. Recent studies by the Gartner Group, IDC and Culpepper & Associates indicate a high failure rate. This workshop provides a "Framework for Success" which enables your sales automation team to successfully manage a sales automation project.


Integrating Sales, Marketing and Service/Support Functions for Increased Customer Satisfaction
Doug Holden
National Partner In-Charge, Customer Value Management Practice, KPMG, Peat Marwick, LLP

Forward-looking companies are making the journey from traditional Sales Force Automation to Customer Value Management: a view of the enterprise that integrates and coordinates every function of a product or service that impacts the customer. Mr. Holden describes the forces driving the transition from a product-driven to a customer-driven marketplace.

  • Going Beyond the Capabilities of Current SFA Solutions
  • Using Technology to Increase each Sale

Return on Investment: An In-Depth Look at Sales Automation Choices
Tom Peterson
Partner, Sales Science & Technologies

Are you struggling with how to work out the best choices to predict, improve and track sales productivity? Use ROI to choose the best options in E-mail, Contact Management and Deal Management. Learn how to develop achievable time lines without compromising current sales levels.

  • ROI as a Viable Solution
  • Understanding Organizational Obstacles: Budgets, Timeframe and Sales Behavior


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