WPCRaM 2023   |  Agenda  |   Location  

2023 Agenda

It's been an exciting year at WebPresented. Join us October 9th - 11th for a recap of events and WP, future direction, and insights into the changing dynamics within Wholesale Distribution.

Registration Now Open!

2023 Session Agenda

View the three-day agenda below to help plan your trip, prepare for the conference, and schedule your Einstein Panel session!

5:00 - 7:00 PM - Registration Opens 

7:00 - 9:00 PM - Opening Reception

7:00 - 8:00 AM - Breakfast & Registration Open

8:00 - 9:00 AM - Opening Keynote and WP Welcome

9:15 - 10:00 AM - Breakout Sessions: The WPCRM Sales Playbook - How to Integrate Your Sales Process into CRM to Maximize Adoption | Leveraging WPCRM API

10:15 - 11:00 AM - Breakout Sessions: Utilizing Analytics to Drive Business and Prevent Attrition | Best of Breed Integrations

11:15 - 12:00 PM - Platinum Sponsor: SparxIQ

12:00 - 1:00 PM - Lunch

1:00 - 1:45 PM - Breakout Sessions: Discover the Power of Sales and Marketing Alignment | Are Your Sales on Track

2:00 - 2:45 PM - WPCRM Customer Case Study - GSG - Phone System Integration

3:00 - 3:45 PM - Gold Sponsors: DotDigital & MaxRecall Breakout Sessions

4:00 - 4:45 PM - Shark Tank Presentations

6:00 - 9:00 PM - Offsite Evening Reception @ The Ginger Rabbit Jazz Club

7:00 - 8:00 AM - Breakfast 

8:00 - 9:00 AM - WP Product Roadmap

9:15 - 10:00 AM - Breakout Sessions: Strategically Plan and Implement Company Goals Utilizing CRM Purpose and Result Codes | Service Module with WPCRM Customer, Burmax

10:15 - 11:00 AM - WPCRM Customer Case Study - SPI - Adoption and Activity Metrics

11:15 - 12:00 PM - WP Mobile App with Plaimaker

12:00 - 1:00 PM - Lunch

1:00 - 1:45 PM - Breakout Sessions: Demystifying the Sales Pipeline | Mastering Workflows and How to Use Them

2:00 - 2:45 PM - Breakout Sessions: Create Memorable and Measurable Events | Quicker Quote to Cash: Quoting 101

3:00 - 3:45 PM - Breakout Sessions: Advanced Sales and Multi-Bidder Project Quoting and Opportunity Pipeline Management | System Admin Power Session

3:45 - 4:30 PM - Closing and Awards

Session Topics and Descriptions

The WPCRM Sales Playbook - How to Integrate your Sales Process into CRM to Maximize Adoption
Best practices for a successful CRM adoption. We'll discuss sales process, expectations, standards, and KPI's and provide tools for a successful CRM adoption.

Demystifying the Sales Pipeline
Yesterday's sales do not guarantee tomorrow's success. Companies need to rely on their sales pipeline for accurate revenue prediction, but developing a healthy and accurate sales pipeline remains elusive for most companies. Join us as we discuss best practices and real-world tips on how to demystify the sales pipeline.

Strategically Plan and Implement Company Goals Utilizing CRM Purpose and Result Codes 
Business initiatives often lead to significant changes in strategic goals and operational structure. Take charge of your organization by automating CRM to provide informational feedback regarding your company's initiatives and their outcomes and start making data-driven decisions based on those results.

Mastering Workflows and How to Use Them to Drive Efficiency
Workflows are a powerful way to automate various tasks from within WPCRM. From scheduling meetings to creating opportunities, we'll share how you can leverage this powerful automation to drive efficiency.

Utilizing Analytics to Drive Business and Prevent Attrition
In this session, we will take a deep dive into the various tools within WPCRM to conduct quick analysis of your customers and act on the data presented. We'll learn how to spot outliers and how to spot the warning signs of customer attrition before it's too late.

Quicker Quote to Cash Quoting 101
The untold is the unsold. Learn how to leverage WPCRM's quoting module to empower your teams to deliver visually stunning proposals from the office or on the road.

Best of Breed Integrations 
Leverage the power of integrating WPCRM with your other business applications to drive even more process automation and efficiency.

Service and Equipment 
Learn how to take advantage of the WPCRM service module and equipment/asset module.

Case Study - Phone System Integration
WPCRM Customer, GSG, is going to show you how they have leveraged integration between WPCRM and their phone system to improve the customer experience. George Temple will show you how their team members can inbound customer calls and immediately know the size and importance of the customer. He will also show you their roadmap for skills-based call routing and other enhancements made possible by WPCRM integration.

Mobile App and Plaimaker
Mobile selling has never been easier. See the new WPCRM mobile app with Plaimaker and gain insights into the future of AI in CRM.

Advanced Sales and Multi-Bidder Project Quoting and Opportunity Pipeline Management 
Increase sales opportunities by utilizing advanced quoting for sales and street/multiple bidder quoting for project opportunities. Learn how CRM tools can be used by your sales team to provide customized quotes that are tailored to the specific needs of each customer. Discover how to automate bid follow-up and develop an opportunity strategy for staying in touch. We will discuss tips and tricks that can help you effectively create, present, negotiate, follow up, and close bids, resulting in a higher closing percentage.

Reports - Locates and Advance Activity Search
Learn how to optimize your searches and list building for email lists, marketing campaigns, populating widgets, and more.

Are your Sales on Track?
One of the most impactful add-ons to WPCRM are budgeting and target tracking tools. We'll show examples of how this tool has streamlined and automated WPCRM customer's annual budgeting process and provide real-time tracking for sales and sales management.

Discover the Power of Sales and Marketing Alignment
The alignment of the marketing and sales teams is critical to a company's success. By integrating marketing with your CRM, your sales and customer service representatives will have access to additional customer information which will enable them to close deals more quickly. We will discuss how to convert marketing qualified leads into sales action, how to leverage other powerful tools within your third-party marketing platform, and how to measure the impact of marketing efforts against sales growth.

Creating Memorable and Measurable Events
Explore how the combination of the WPCRM Marketing and Event Management modules can automate and optimize your events. From tracking registration, to measuring revenue generation will ensure your events are providing you ROI.

Leveraging WPCRM API
How to build integrations leveraging the WP APIs (API Module must be purchased).

System Admin Power Session
Soup to nuts WPCRM administrator training.  We'll discuss user roles and security, as well as review best practices and provide tips and tricks for the optimum set up for your users.

Case Study - Driving User Adoption and Measuring Success 
WPCRM Customer, SPI, will show you how they have mastered CRM adoption with their sales team. Brittany will show you how they developed their process, and what went into their metrics. If you're struggling with adoption, don’t miss this session.

Back By Popular Demand

Einstein Panel
Back by popular demand, the WP Einstein Panel is where you have the opportunity to sit down one-on-one with a WPCRM developer for 45 minutes and go through an item in your WPCRM system. Each company at WPCRaM gets one 45 minute session with a developer, regardless of how many attendees from one company are there. 

WP Shark Tank
Do you have the next, great idea for WPCRM? Do you know how to make WPCRM even better? Do you want that great idea implemented into WPCRM for free

The WP Shark Tank is back! The Shark Tank is where you have the opportunity to compete your original idea of a new WPCRM feature for a chance to have it implemented into their WPCRM environment for free! 

Customer-Led Case Study Sessions
Learn from other WPCRM users as they share different ways they have used WPCRM to improve their business processes or organization. Have you leveraged WPCRM in a unique way to solve a business problem at your organization? Request to present a case study at 2023 WPCRaM.

Reserve your room with our rate

Le Meridien Columbus, The Joseph

  • Business center
  • Fitness center
  • Full service spa
  • High-speed internet at a price
  • Parking
  • Pet friendly
  • Restaurant on-site
  • Room service