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Friday, May 17 • 10:15am - 11:00am
PM Advanced: Driving your business forward: Using Unanet for your Pipeline and Customer Relationship Management

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Who needs Pipeline and CRM? Everyone! You don’t drive a car by looking in the rear view mirror so why would you make critical business decisions by looking at what you have already done? An opportunity pipeline allows you to see your Revenue Forecast and Resource Requirements for the Future and provides valuable KPIs to assist in making business decisions. Using Customer Relationship Management, CRM is how you track your customer information and interactions. Unanet’s pipeline management capabilities provide a complete visualization of opportunities being pursued with a time horizon that fits your needs.

Speakers
CB

Cynthia Boyatt

Controller, Relyant Global
avatar for Robyn Burns

Robyn Burns

Vice President, Customer Solutions, Unanet
KG

Karen Gibbons

Vice President, Shared Services, Design Interactive



Friday May 17, 2019 10:15am - 11:00am
Terrazza Ballroom

Attendees (32)