North American CRM Trainings

Join us for the last of the North American CRM Trainings in Salt Lake City, Utah.

Based on your feedback, we've updated the Salt Lake City training to be more directly relevant to you and your job role. We'll offer two tracks specific to the tools and modules you want to learn:

  • Meeting Sales
  • Member/Partner

Would you like to view the full topics for each track? Click here for the daily agendas. 

As always, the North American Simpleview CRM Trainings are a series of workshops designed for new CRM clients, DMOs interested in sampling the product, or professionals who just need a refresher in the system. Attendees are welcome to choose whichever training suits his or her travel needs, whether it be in your own area or another region altogether. You can even attend them all!

Register now and reserve your seat, or scroll below to learn more about price and accommodations. Unfamiliar with Simpleview CRM? Check out our Simpleguide for more information on our industry leading customer relationship management (CRM) suite.


Spring 2017
Salt Lake City, UT
May 31st - June 2nd
Hilton Salt Lake City Center


The Spring CRM training will be held at the Hilton Salt Lake City Center on May 31st, 2017. The training spans across three days, with a half day on Wednesday and Friday, and a full day on Thursday. The cost for registration for this training is $400 and includes some meals.

Book here >

Track Agendas  

Member Partner

  • Welcome & Overview
  • Account/Contact Management
  • Benefits Summary
  • Listing Management
  • Media/Coupons/Leisure Events
  • Amenity Management
  • Advanced Searches/Reporting
  • Event Registration
  • Extranet Overview
  • Listings/Coupons/Media/ Ammenities/Events
  • CMS Training

Meeting Sales 

  • Welcome & Overview
  • Account/Contact Management
  • Importing Accounts/ Contacts
  • Tools/Partner Services
  • Profile Management
  • Lead Management
  • Economic Impact Calculator
  • Empowermint
  • Service Requests
  • Member/Partner Data
  • Questions & Answers
  • Advanced Searches/Reporting
  • FAM Trip/ Inspection Management
  • Administration


"Information, and the proper management of data, is one of the most valuable assets of any DMO. These assets are almost as important as the staff that manages them! A CRM powerhouse is an incredible resource, but ensuring your staff get the continued training they need to get the most out of that resource ... that is where smart DMO's invest."

Scott Beck, President & CEO, Visit Salt Lake

"CRM trainings are a chance for truly focused education from the Simpleview experts, and highly relevant insights from professionals in similar roles. You're in a small-group setting, so your questions are answered and ideas can be easily shared." 

Allison Chappell, Database Research Administrator, Visit Salt Lake 



Please complete the form below to register for a North American CRM Training. Once submitted, a member of our Finance department will process your registration and email you a confirmation. Want more information? Visit our event page for more details.


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