We’re bringing CRM users together in three cities across the United States to tackle CRM adoption and change management. Hosted at AWS offices, these one-day roadshows promise practical tips, peer engagement, and exclusive insights to maximize your Sugar investment. Secure your spot today!
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Agenda Sneak Peek
The preliminary agenda is live. Check back regularly for more details on speakers and session topics.
| 9:15 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 Start 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 |
| 11:25 AM – 11:55 PM | Empowering Your CRM Journey: Resources and Community Support 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 Discover how intelligent features in the Sugar platform can transform your CRM strategy, helping you stay ahead of the competition, enhancing productivity, and delivering 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 Discover how AI and integration capabilities between AWS and SugarCRM can transform 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 Let’s take some time to recap the key insights and highlights. |
| 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. |
Trailblazers in User Adoption: Hear from the Experts
These SugarCRM customers, our guest panelists, are here to share their experiences and insights to enhance user engagement and drive adoption success.
Aadil Ahmed
Sr. Marketing Manager of CRM and Marketing Automation
EIS Inc.
Mary Clouse
Sales Coordinator
USPack Logistics
Maureen Pimley Flaherty
Executive Vice President, Chief Marketing & Chief Customer Experience Officer
Kennebunk Savings
Michael Hoefke
Vice President, Sales
Community Tax, LLC
Charles Nelles
Chief Technology Officer
The Joint
Luis Fernando Vásquez Noguera
CRM Manager
Empresas ADOC
Arelis Romero
Marketing Manager
Broniec Associates, Inc.
Jennifer Watkins
Inbound Marketing Specialist, CRM Admin & Trainer
Duthie Power Services
John Williams
VP, Program Manager
WFG National Title
Exclusive Sponsor
Amazon Web Services (AWS)
As our exclusive sponsor, AWS is not just a name behind the event; they are opening the doors of their leading cloud computing offices to host these special gatherings.
Premier
Locations
Step inside the heart of the world’s top cloud computing environments, where cutting-edge technology meets everyday business solutions.
Exclusive
Insights
AWS experts will lead a pivotal session on leveraging SugarCRM together with AWS’s advanced AI solutions, offering a unique look at the future of CRM technology.
Unparalleled
Networking
Engage directly with AWS professionals and like-minded peers in an intimate setting, perfect for building strong professional connections and gaining valuable industry insights.
Join us to see how AWS’s innovation in cloud and AI technologies can transform your CRM experience. Don’t miss the opportunity to connect, learn, and grow with the leaders in cloud computing.
Roadshow Highlights
Focused Sessions
Tailored sessions covering key aspects of CRM adoption, from aligning business processes and technology to mastering change management.
Networking Opportunities
Engage with industry leaders, fellow users, and our CRM experts to expand your professional network.
Success Stories
Learn from the journeys of those who have effectively navigated the complexities of CRM integration and user adoption.
Future Tech Insights
Discover the future of CRM with insights into AI and GenAI features, and learn about Sugar’s plans for intelligent CRM software.
Frequently Asked Questions
CRM Adoption Roadshow North America will take place in three locations:
- San Francisco, CA
September 12 - Austin, TX
October 3 - New York City, NY
October 17
These roadshows are designed for all Sugar customers, whether you’re just beginning your journey with Sugar or looking to enhance your ongoing adoption.
The CRM Adoption Roadshow is free to all SugarCRM Customers.
We recommend these hotels:
San Francisco
- Palace Hotel – 7 min walk
- Omni Hotel – 9 min walk
- The Clancy – 11 min walk
- Hyatt Regency – 8 min walk
Austin
- Archer – 7 min walk
- The Westin – 4 min drive
NYC
Business casual.
Scroll up on this page to see the live agenda and check back regularly for updates.
Make sure you’re opted-in to receive Company News and In-Person Events on the SugarCRM Preference Center.