eBroadcast Agenda

Fred Landis, Research Director, Contact Center / CRM Growth Opportunities Service, Frost & Sullivan
Mobile sales force automation is emerging as a
primary area of investment for companies seeking to increase the effectiveness
of their sales organizations.
What does mobility mean for your business? For some, it means read-only access
of data on a PDA. For others, it means full disconnected read and write access
to the corporate customer relationship management system.
In this presentation we’ll explore the state of CRM mobility in 2005. We’ll look
at the trends driving adoption, how fast the market is growing, identify the
different drivers for mobility in different vertical industries, and talk about
some of the challenges companies face in implementing a mobile CRM solution.
We’ll review the types of solutions available and the key considerations for a
successful Mobile CRM Strategy for your business.
Craig Neable, Technical Evangelist, Smart Client technology, Microsoft
The demand for software solutions to support the
mobility imperative is increasing. What is available to support today's mobile
enterprise?
In this presentation Craig Neable, Technology Evangelist with Microsoft, will
review how increasing consumer familiarity with, adoption of, and availability
of SMS, Instant Messaging, WiFi, 3G and other technologies is driving enterprise
adoption of more advanced and flexible mobile solutions. He’ll review popular
mobile CRM capabilities – including calendar and To-Do synchronization, email
synchronization, and database synchronization. Finally, Craig will discuss
trends over the next few years and what Microsoft is doing to stay abreast of
today's needs while building the mobility solutions of the future.

Jim Greufe, Vice President, Business Partner Team, Farm Credit
Services of America
Six years ago, Farm Credit Services of America, one of the largest farm credit
organizations in North America, began making plans to reinvent itself with a
vision to be more accessible, customer responsive, service oriented, competitive
and vital to its customers and the business of agriculture. At the center of
this reinvention was a corporate CRM strategy that has overhauled and
transformed the association’s entire method of customer service from a
transaction-based model to one of building better, longer lasting, customer
relationships. It is an all-encompassing vision and strategy that transcends the
enterprise; in fact it underpins the association’s mission to serve rural
America with financial solutions, one relationship at a time.
At the heart of their CRM strategy is mobility.
FCSA’s CRM strategy, aptly named ‘Everyone Working for One’ included completely
overhauling customer-centric processes, educating employees on how to improve
customer care and creating a team-based approach to selling products and
building relationships with its customers – more than 57,000 farmers and
ranchers that live and work on rural farms in the mid West. FCSA’s technical CRM
strategy was to implement CRM software for more than 800 users across the enterprise
and in 53 retail offices, including mobile capabilities for 350 mobile
employees.
Join Jim Greufe, Vice President, Business Partner Team with FCSA, to hear how
his team built their CRM strategy and business case based on their customer needs,
and how they ensured user adoption, and acheived results from their mobile CRM implementation.
Bruce Kenny,
Senior Vice President of Products, Pivotal
Corporation
Bruce Kenny, SVP Products with Pivotal, will be on hand to address your questions about Pivotal mobility solutions and to provide additional information about what our customers are doing with mobility today.
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