Customer Effective Hosts First Annual User Conference

Customer Effective Inc. recently hosted its first annual user conference in Greenville, S.C., attracting more than 100 attendees representing more than 45 companies. Attendees included representatives from companies in financial services, professional services, public sector, manufacturing, technology, as well as key executives from Microsoft, ExactTarget and Scribe.

According to Sean Poccia, Director of Information Services at Comag Marketing Group, “The two-day user group meeting was engaging, informative and most notably, collaborative.  The variety of users present was a testament to the versatility of Microsoft Dynamics and showed how companies are leveraging the platform to solve complex business problems.”

Attendees heard presentations by Customer Effective executives and consulting directors, industry thought leaders, and peers on current trends and issues including business intelligence, data management, workflow automation and SharePoint integration with Microsoft Dynamics CRM. The conference offered a wide variety of breakout sessions on Sales Force Automation best practices, marketing automation and development /customization strategies to ensure the success of CRM.

"Attending Customer Effective’s user group was an excellent decision,” said Aaron Roth, MarCom Specialist for Cherry, Bekaert & Holland, L.L.P.  “The sessions on business intelligence and overall CRM strategy as it relates to "performance management" were exceptionally valuable for my firm. There were many other attendees like me with marketing and IT backgrounds, and I received great feedback on what works and what doesn't work when implementing a new software solution. Everyone was there to learn more on how to use the software, but what I think was equally valuable was to see how other companies were using Customer Effective to improve problem areas in their organization and to reach specific goals. I look forward to next year’s conference."

Keynote speaker Lisa Parker from Microsoft addressed Microsoft’s roadmap for Dynamics CRM.  Chuck Niswonger, Director of Information Technology for Jamestown Properties, a CRM user and client of Customer Effective’s, offered advice on how to successfully implement and manage a CRM system, showcasing his organization’s CRM best practices. 

“Customer Effective’s inaugural User Conference provided a platform for like-minded individuals to share ideas on how to leverage Microsoft Dynamics CRM to drive success,” said Scott Millwood, CEO of Customer Effective.  “As leading CRM consultants, we have a great deal of expertise and knowledge of CRM that enables our clients and prospects to engage in successful CRM implementations, and through the User Conference, we can better share that expertise. Our clients and business partners play an integral role in making CRM successful culturally, and at this conference we shared experiences and lessons learned that benefited us all.”