Never Stop Learning with CRM Dynamics

Live Events

Our events include webinars, speaking engagements and one-on-one sessions. Attending one of our sessions will guarantee advancement in your knowledge of Microsoft Dynamics CRM and business processes. We regularly include keynote speakers, thought leaders, and industry experts who will captivate you and create an exclusive learning opportunity. Leveraging decades of combined experience, we can guide you through difficult business challenges such as lead management, sales forecasting, activity management, digital marketing campaigns and case management. Read below for more information on specific events, times, and dates.


Credit Union Blueprint

Date:  October 15th, 2020

Time: 1:00 PM - 2:00 PM EDT

Presenters: Kris Pesut - Senior Business Development Executive & Norman Di Pasquale - Senior Consultant

Join CRM Dynamics for a free informational webinar on Credit Union Blueprint and learn about how the solution is designed to provide your business with a 360-degree view of each member. In the webinar, you will also learn about operational control over Sales, Service, Marketing, and Social Engagement Insights.

Credit Unions need to be proactive with their marketing. To find new customers, build relationships, and sell more, you need to better understand your clientele. This begins with a single view of your members, which will allow you to to grow your Wallet Share, by offering targeted products and services.

This webinar will give you insight into how Credit Unions can generate leads and create targeted marketing campaigns. You will also learn to turn your newest members into loyal advocates by onboarding them using sophisticated marketing strategies.

Other topics include:

  • How to increase customer adds using effective campaigns? 
  • How to increase Wallet Share?
  • How to generate performance reports and dashboards?

 The session will help you understand the value of the solution as a powerful, proven business solution that will provide you with a positive return on investment without having to empty your pockets.


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