crmcoe

crmcoe-logo

Center of Excellence (COE) Round Table for Customer Relationship Management (CRM) COE Leaders

Empowering Excellence in CRM: Collaborate, Innovate, and Elevate with our Expert Community

About us

WHAT IS THE CRM COE?

The CRM Center of Excellence (COE) is – at a very basic level – a group of CRM experts (Salesforce.com and other platforms) dedicated to sharing best practices and tools.

The CRM COE aims to help participating members get the most out of their CRM implementations. As informal advisors to each other, CRM COE members work together to help each other align strategy with your day-to-day operations, share and document best practices, and mentor emerging talent.

The CRM COE meets monthly via Zoom Conference. A list of upcoming event topics is posted below.

our

Next Event

Value Realization With the CRM CoE

October 18th, 2024, 3:00 PM CST

Why Should COE Leaders Attend?

Join us for an insightful webinar on “Value Realization with the CRM Center of Excellence (CoE).” This session will explore key financial strategies, including cost savings, reduction, and optimization, that can transform your CRM CoE into a strategic asset for driving top-line revenue growth and enhancing customer loyalty. We’ll delve into the Business Outcomes Ladder, demonstrating how targeted investments in CRM functions optimize costs and contribute to measurable business outcomes. Whether you’re looking to justify funding requests or enhance your CRM capabilities, this webinar will provide you with actionable insights to maximize value and ensure the financial health of your CRM initiatives.

 

Key Takeaways:

  • Understanding financial strategies that drive CRM CoE success.
  • Leveraging CRM CoE functions to enhance revenue and customer satisfaction.
  • Justifying investments through measurable contributions to business outcomes.
  • Best practices for aligning CRM initiatives with broader financial goals.

 

Host: Velu Palani, Chief Moderator, www.crmcoe.com

events

Interested in joining us? Request an invitation today.

Request an invitation

Chief Moderator

Velu Palani

Experience: Over 30 years in technology, business, and leadership, with 23 years specializing in Salesforce CRM. Led a top-tier Salesforce CRM consulting organization and implemented solutions for over 60 entities.

CRM COE Initiative: Founded CRM COE to guide fellow leaders in maximizing their CRM investments, emphasizing building and effective operations. 

Educational Background: Holds an engineering degree, an MBA in Marketing, and a Chief Digital Officer certificate from Northwestern University. 

Technological Focus: Expertise in Digital Transformation, AI, and Data Analytics, with a strategic emphasis on the healthcare sector. 

Community & Connect: An active figure in the CRM community, mentoring emerging professionals and advocating for growth and innovation. Connect with me on(https://www.linkedin.com/in/velupalani/).