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Brainstorming to Deployment: Building Journeys in your CRM
November 7 @ 12:00 pm - 1:00 pm MST$20.00
FREE FOR CMA MEMBERS – REGISTER HERE
Whether you’re faced with the task of building engagement programs, creating a customer onboarding journey, or you’ve been given carte blanche to build a new CRM, this webinar is for you.
It doesn’t matter if your team is migrating to a new CRM platform or rebuilding a past one, a large portion of the work that leads to success starts before getting into the software.
Join Katherine Lesperance and Laura Wiese from Sensible Marketer, as they share with you how to get more out of Salesforce Marketing Cloud/Pardot/Hubspot/Marketo or ANY CRM of YOUR CHOICE. This tool-agnostic duo will share how doing the heavy lifting before you even enter the tool to build a campaign will help your team identify shortcuts, and build campaigns at scale that stand the test of time (or next product launch).
Key takeaways include:
- Where to start
- A strategy template to build and bring people back to the original intentions
- Tools that can help you collaborate and measure twice, cut once
- How to build a schedule to manage the moving parts and test
ABOUT OUR PRESENTERS
Katherine (Kat) Lesperance
Founder, Sensible Marketer
Curiosity has yet to kill this Kat. With years of digging into client data and pulling out insights, she has built an agency founded on executing marketing activities that make dollars and sense. From NETELLER to TELUS to Shaw Communications, and now working with B2C and B2B enterprises in Canada and internationally, Kat’s expertise is in helping clients get more out of their investment in Salesforce, Hubspot, Marketo–or their tool of choice is. Because far too often, the tools are fully capable, but the people using them need tips, training and help from a trusted partner.
Marketing Strategist, Sensible Marketer
You can find Laura working on strategies for digital campaigns and mapping customer lifecycles for ATCOenergy, Rümi and Blue Flame Kitchen. As a strategist, understanding what matters to the customer, collaboratively working through solutions to meet a need, and seeing a successful end result is what motivates her most. Her passion and inquisitive nature drive her to build consensus on strategies that touch multiple audiences and departments. Before joining Sensible Marketer, Laura worked for Manitoba Lotteries and Shaw Communications overseeing marketing campaigns for customer base management. Her background in building multi-channel marketing campaigns, go-to-market strategies, and strategic planning makes her an all-star in every project.
Sponsored by our 2023 Corporate Partners: