Name
Striking a "Just Right" Balance: How to Find the Middle Ground Between Simple and Complex CRM Customizations
Date & Time
Tuesday, June 11, 2024, 3:00 PM - 3:50 PM
Amanda Courtney Jill Clark
Description

This session will highlight common challenges users face when customizing their organizational workflows in Liaison TargetX, particularly the tendency to oversimplify or overcomplicate processes. Attendees will explore how to optimize group assignments, email campaigns, and automations, empowering them to navigate challenges and ensure their organization's processes are both efficient and effective.

  • Attend this session to explore the critical balance between simplicity and complexity in customizing organizational workflows. 
  • Expect to gain an understanding of how to avoid common mistakes in the customization of group assignments, email campaigns, and automations. 
  • Discover practical strategies and insights that can be immediately applied to refine your approach and improve outcomes in these essential product areas. 
Location Name
Magic Kingdom 2
Full Address
Disneyland Hotel
1150 Magic Way
Anaheim, CA 92802
United States