Session Topics and Tracks

This cruise was formerly known as the ACT! Cruise as it was specific to SwiftPage Act!. In 2016, we chose to diversify the content to include 2 other CRM products: Zoho and Salesforce. We recognize that many CRM consultants offer more than a single product and want to gain knowledge on industry trends.  In 2020 we added the Sales Manager track.

The primary focus of the CRM cruise is to grow your CRM business, regardless of the products you consult for. Benefits of the Cruise are:

  • Form working relationships, and friendships, with other CRM business owners.
  • See how other business owners are managing the same problems you are facing.
  • Learn about other CRM products and industry trends.
  • Pick up technical tips and utilities.
  • Have fun. It’s a cruise.

Why a Cruise?

Meeting at a hotel, with meals, car rental, etc., usually costs much more. The cruise ship provides conference facilities and the food is terrific. The atmosphere is relaxed and encourages interaction with your shipmates.

There is a total of 12 hours of formal meeting time. Eight hours are “core” to all attendees. Four hours are CRM specific where we will break off and talk about only about one CRM’s related topics.

Topics for the next conference have not yet been finalized.

Below are the typical Topics from a past conference

The Core Track – For all attendees, regardless of CRM system.

A: Personal Selling and Sales Management

  • 12 Reasons Your Company’s Sales are Not Growing as Expected
  • Insights to the three foundational elements . . . Strategy, Systems and
    People . . .
  • Creating an effective Strategic Sales Plan
  • Getting more Leads
  • Selling to millennials
  • Hiring the right people
  • Compelling Story Marketing/ Casting a vision
  • Prospecting tips and tricks

B: Marketing / Lead Generation

  • SEO: what’s new in Content Marketing
  • Improving Mobile friendliness
  • Improving your mobile site responsiveness
  • Selling more with LinkedIn
  • How to easily automate Weekly social media posts
  • Sales and Marketing Reports every owner needs.  How to get them.

C: Personal Productivity/ General Business

  • How to use AI in small business applications
  • Understanding the impact of Accounts Receivable
  • How to use and improve your Net Promoter Score (NPS)
  • Improving personal productivity: Changing habits
  • Valuing your business
  • SWOT analysis
  • Cutting the cord on your cable provider

D: CRM topics/tips/ and tricks

  • Keeping your database clean
  • What to do when staff leaves your organization
  • System Tips and Customization for:
    • Salesforce
    • Zoho
    • Act!
  • General CRM usage
  • Using VBA in excel: Hands on labs/exercises
  • Using MS SQL for joins and formulas: labs/exercises 1 2 3
  • Ways to use ZAPIER and Intro to other APIs

Note: topics are subject to change