We're back in California for the first time since 2019 and kicking things off with a bang at our San Francisco CRM Adoption Roadshow on September 12th! This marks the beginning of our 10-show Roadshow series, and we couldn't be more excited to reconnect with our California community.
The intimate setting of these workshops and packed agenda make these roadshows a fantastic networking opportunity you don't want to miss. So, who will be in San Francisco in three short weeks?
Don't miss out on this rare opportunity to hear from Clint Oram, Co-Founder of SugarCRM and Chief Strategy Officer, who will be co-emceeing alongside Kristin Moreland, our new Sr. Director of Customer Success. Plus, get an insider's look at the latest Intelligence capabilities and what's on the horizon from Zac Sprackett, our Chief Technology Officer. We'll also have Samantha Rapoza and Rosanne Brefeld, customer success managers who you may even work with regularly!
We'll also be joined by our prestigious customer panelists, Luis Fernando Vásquez Noguera, CRM Manager at Empresas ADOC, John Williams, Vice President, Sales Manager at Williston Financial Group, and Aadil Ahmed, Sr. Marketing Manager of CRM and Marketing Automation at EIS Inc., who will be sharing their approach to implementation and adoption and sharing their advice and learnings.
But that's not all. We're hosting this event at the Amazon (AWS) office in San Francisco, bringing key representatives from Amazon into the mix. This is more than just a chance to learn from the best—it's an intimate event that offers unparalleled networking opportunities with CRM leaders, fellow customers, and peers who share similar challenges and goals.
The best part? This incredible event is entirely free! However, seats are filling up fast, so if you're local, secure your spot now. Be part of this special reunion in California and get ready to supercharge your CRM strategy.
9:30 AM – 10:00 AM
Doors Open
Grab a coffee and a snack before we begin.
10:00 AM – 10:05 AM
Welcome
10:05 AM – 10:35 AM
From Usage to Adoption: Cultivating CRM Success (Clint Oram, Co-Founder and Chief Strategy Officer at SugarCRM / Kristin Moreland, Sr. Director of Customer Success at SugarCRM)
Kick off your day by exploring the critical distinction between CRM usage and adoption. This session will define key concepts, identify common types of resistance to change, and discuss the challenges organizations face in driving CRM adoption.
10:40 AM – 11:25 AM
Customer Panel: Insights and Strategies for Successful CRM Adoption (Luis Fernando Vásquez Noguera, CRM Manager at Empresas ADOC / John Williams, Vice President, Sales Manager at Williston Financial Group / Aadil Ahmed, Sr. Marketing Manager of CRM and Marketing Automation at EIS Inc. / Samantha Rapoza, Customer Success Manager at SugarCRM)
Learn from our customer panel's firsthand experiences: how they've approached change management, overcame challenges, and driven user adoption. Gain insights to enhance CRM usage at your own organization. Engage with our panelists and ask your questions for an interactive and informative session.
11:25 AM – 11:55 PM
Empowering Your CRM Journey: Resources and Community Support (Rosanne Brefeld, Customer Success Manager at SugarCRM)
Learn how dedicated resources, including SugarClub, the GROW Adoption Framework, and SugarU training programs, support CRM adoption and continuous learning.
12:00 PM – 1:00 PM
Lunch
Take a break and recharge.
1:00 PM – 1:45 PM
Unleashing an Intelligent CRM: Boosting Productivity and Maximizing Adoption (Zac Sprackett, Chief Technology Officer at SugarCRM)
Discover how intelligent features in the Sugar platform can transform your CRM strategy, helping you stay ahead of the competition, enhance productivity, and deliver an easy-to-use CRM that maximizes adoption. Stick around for a glimpse at the future of intelligent CRM on the roadmap.
1:45 PM – 2:15 PM
Advancing AI and GenAI Capabilities with AWS and SugarCRM (AWS)
Learn how AI and integration capabilities between AWS and SugarCRM can revolutionize your CRM strategy and drive user adoption.
2:15 PM – 3:00 PM
Reflect, Strategize, Share: Group Workshop
Reflect on the day's insights and develop actionable strategies for CRM adoption. Collaborate in groups, share your plans, and gain inspiration from fellow Sugar users.
3:00 PM – 3:15 PM
Close
Recap the key insights and highlights from the day.
3:30 PM – 4:30 PM
Networking and Cocktail Hour
Don't miss this chance to make meaningful connections and unwind after the day's event.
With a lineup like this, you'll walk away with practical strategies and insights to elevate your CRM adoption game. Be part of this special reunion in California and get ready to supercharge your CRM strategy.
Register now to secure your spot at this exclusive event!
