"What We Do"
We help our customers improve the ROI on their CRM projects through proven strategies in 3 key areas.
Workshops and Online Learning Events
If you are looking at planning your next CRM project or facilitating a CRM educational event this series will be perfect for you. For complete details please visit our Planning for CRM Success website.
CRM Discovery and Coaching
Looking to Improve the ROI on your existing CRM deployment
This is a 3 part program designed to help you improve the ROI on your existing CRM investments. This may include a CRM evaluation and scorecard, road maps and coaching plans. For more information please contact us here.
Full Contact Selling Workshops
Sales training to improve CRM User Adoption
This proven 3 step program will improve CRM Adoption for your Sales Team. This program includes Sales Process Mapping, CRM Coaching and skills training. For complete details please visit our Full Contact Selling website.
Dynamics 365 CRM Training
Are you looking to learn more about Dynamics 365 CRM
CRM Practice Coaching
Are you looking to start a CRM practice
If you are a Microsoft Partner looking to start a CRM practice or an existing CRM Partner looking to accelerate your existing practice this coaching program is right for you. For more information please contact us here.
Dynamics 365 CRM MVP & CSP
Rick has been involved with the CRM Industry for over 20 years. He currently leads a CRM Coaching Practice specializing in Sales Process Design and Social Selling. Rick holds the prestigious designations of Dynamics CRM MVP and CSP - Certified Sales Professional. He is a much sought-after workshop leader drawing on his personal experience of working directly on hundreds of CRM and Sales Force Automation initiatives. As a professional speaker, he has delivered practical yet innovative messages on CRM and Sales Productivity to thousands of business professionals ranging from the SMB Marketplace to Major International Corporations. Rick frequently speaks at corporate events and at these leading industry conferences, CRMUG Summit, ExtremeCRM and CRM Evolution. For more information please go to Rick’s LinkedIn Profile.
"What Customers say about Rick"
These are real testimonials from real people. You can read more testimonials on my LinkedIn Profile.
VP of Sales
"RIck conducted a training workshop for us. He has a great pedigree in sales processes, CRM and social media. I highly recommend his services."
"Rick is practical and comes from a real business background. He is not focused just on technology, but how to merge technology with people and processes."
"Rick is an expert in how CRM can help a company attract, satisfy, and keep customers. He has been a guest speaker several times in my MBA sales class and has never failed to captivate his audience."
Upcoming live CRM Workshops and Webinars
Below is a listing of upcoming webinars and live events. Please contact us below if you are interested in having Rick speak at your upcoming meeting, event or conference.
Rick McCutcheon's Events Page
Rick is a much sought after professional speaker and workshop leader drawing on his personal experience working directly with hundreds of CRM and Sales Force Automation initiatives. Click here to be directed to Rick's Events Page.
Thoughts on CRM and the Sales Process