North American CRM Trainings

Join us for one of our role-based CRM Trainings. 

Three more CRM trainings return this fall! As a result of the overwhelming support for our role based trainings earlier this year, we've tacked on one training to the beginning of each the following Destinations International Summits:

These half-day trainings are conveniently scheduled on the first day of each event, preceding the meeting schedule, so you can easily work them into your travel schedule and minimize travel costs. Each training will focus on the key modules and workflows pertinent to it's corresponding Summit, assuring that you and a group of peers with a similar role will all take away the same, specific CRM skills needed to excel at your job.

Read on below for details on the specific agendas and training details for events, then register for your role based training. Seats are limited, so register today to lock in your rate and space.

Unfamiliar with Simpleview CRM? Check out our Simpleguide for more information on our industry leading customer relationship management (CRM) suite.

Register


September 2017
Visitor Services Training

Columbus, OH
September 24th - 9am to 3pm 
Renaissance Columbus Downtown Hotel

*Directly precedes Destinations International's Visitor Services Summit 


October 2017
Membership Training

Charlotte, NC
October 23rd - 9am to 3pm
Sheraton Charlotte Hotel

*Directly precedes Destinations International's Membership Summit

 
December 2017
Sales Training

Chicago, IL
December 12th - 10am to 3pm
Location TBD

*Directly precedes Destinations International's Sales Summit

Visitor Services Training Details

Cost: $150
Location: Columbus, OH
Date: September 24th - 9am to 3pm
Venue: Renaissance Columbus Downtown Hotel

This training directly precedes Destinations International's Visitor Services Summit. For more information, contact Megan George, Events & Marketing Manager. See below for sample schedules.


Membership Training Details

Cost: $150
Location: Charlotte, NC
Date: October 23rd - 9am to 3pm
Venue: Sheraton Charlotte Hotel

This training directly precedes Destinations International's Membership Summit. For more information, contact Megan George, Events & Marketing Manager. See below for sample schedules.


Sales Training Details

Cost: $150
Location: Chicago, IL
Date: December 12th - 10am to 3pm
Venue: Location TBD

This training directly precedes Destinations International's Sales Summit and Holiday Showcase. For more information, contact Megan George, Events & Marketing Manager. See below for sample schedules.


Summit Agendas  

Visitor Services

  • Welcome & Overview / Knowledgebase
  • Partnership & Services
  • Connecting Visitors W/ Local Businesses
  • Managing Tasks & Schedules
  • Tracking The Ins & Outs
  • Connecting The Dots

Membership

  • Welcome & Overview / Knowledgebase
  • Account & Contact Management
  • Partnership'S Relationship To Sales/Services/Leisure
  • Partnership & The Web
  • Data Cleanup
  • Advanced Search

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


Testimonials  

"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 

 

Registration

Please complete the form below to register for a Role Based 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.

 





Billing Information


Additional Information




Please enter the 4 character string shown in the box above.

* Red fields are required.