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Home » Creating a Dynamics 365 CRM Annual Plan
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Creating a Dynamics 365 CRM Annual Plan

Tricia Desso-CoxBy Tricia Desso-CoxJanuary 16, 2021Updated:June 18, 20211 Min Read
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It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

Dynamics 365 CE / CRM
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Tricia Desso-Cox

Tricia thrives on the opportunity to partake in roles that present her with the challenge of learning new aspects of business operations. An environment that requires the ability to prioritize multiple responsibilities keeps her on her toes and often times ahead of the pack. She welcomes the opportunity to broaden her professional scope of skills and seeks opportunities to advance her career to the next level. She has routinely demonstrated the highest regard for dependability, creativity, and the ability to perform under pressure; no matter the level of difficulty in the task at hand. Six Sigma Green Belt Certified with exceptional organizational skills with attention to detail and independent task completion. Highly motivated and empowered. Excellent team player, working cooperatively or independently. Ability to think outside the box and offer creative approaches to new projects and problem solving issues.

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