Update from Appleton Meeting – 3/28/17

From Steve Krueger of Chortek, Appleton Chapter Lead:

“Great day for a PNW meeting with the sun finally coming out and meeting new PNW attendees to increase opportunities for all.

We welcomed Keith Scott from Huntington Bank (via acquisition of First Merit) and Andy Poquette from American National Bank as first time PNW attendees.

Twelve attendees at today’s meeting and Ann Thielman noted she was the only female represented in the group today. Our email list is at 83 names with 29 of those having attended 5 or more meetings of PNW and 16 attending 10 or more meetings.

Jim O’Neill from TopLine Results was our presenter discussing CRM. TopLine represents Act!, Dynamics CRM (now 365) and SalesForce.com with offices in Pewaukee, Appleton, Chicago and St. Louis. (Ed. His presentation can be accessed under our Past presentations page)

What is CRM used for?
Business Process Flows
Opportunity/Pipeline Management
Customer Service/Customer Cases
Marketing and marketing effectiveness tracking
Quote to Order Process
ERP Integration

Our question of the month was what CRM system do you/your company use?
None – 2
SalesForce.com – 2
Sage CRM
Custom Developed

Upcoming Presentations:

April 25 – Don Herrmann – Herrmann Advantage Consulting
May 23 – Zach Kaiser – tentative on CyberSecurity
June 27 – open
July 25 – open

Please contact me if you would like to present more about you and your company at a future Appleton PNW meeting.

Upcoming Events:

B.A.B.E.S. (child abuse prevention program in Appleton) Lip Sync Challenge – April 28th at Fox Cities Performing Arts Center 5:00 to 9:30pm http://www.babeshelp.org/events.php
Fox Cities Chamber Awards/Expo – May 3 – Radisson Paper Valley 11:30am to 1:30pm http://business.foxcitieschamber.com/events/details/2017-business-awards-luncheon-5357
Green Bay Chamber Business Expo – May 4 – KI Convention Center 11:00am to 5:00pm http://www.greatergbc.org/events/business-showcase
Thinc! Innovation – May 11 – UW Fox Valley 3:00 – 6:00pm https://insightonbusiness.com/events/thinc-2/

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