2017 Aptean CRM Conference: Full Schedule

This year we are bringing all of our CRM customers together for an Aptean CRM Conference. This will be a great opportunity for you to network with other customers and the Aptean team and discuss all things CRM. We’ll have individual product tracks for Pivotal, Onyx, Saratoga and CoreTrac which will cover product roadmaps, new feature demos and much more.

10:00am CDT

Pivotal: What’s New, Vision and Roadmap

Hear first-hand from Aptean's Product team as they share insights into Pivotal’s strategic direction, roadmap, capabilities and more. Learn more about exciting new features including Pivotal Client's new look and feel and our upcoming development plans.

Speakers

Imad Alabed

Senior Director, CRM Product Management, Aptean Inc.

Imad has 18+ years of experience in the Customer Relationship Management space. He started his career as CRM technical consultant and spent more than 10 years implementing and integrating CRM solutions for numerous clients across a variety of industries. During the past 8 years, Imad... Read More →

Tuesday October 17, 2017 10:00am - 11:00am CDT
Gallery Ballroom

Pivotal

11:10am CDT

Pivotal: Improving the Customer Experience: A Pivotal Customer Panel

The hot term for CRM is now CXM, focused on managing the customer experience. Join our expert panel of customers for an open discussion on how they use Pivotal to delight customers with every touchpoint of the customer journey

Tuesday October 17, 2017 11:10am - 12:10pm CDT
Gallery Ballroom

Pivotal

1:10pm CDT

Pivotal: Artificial Intelligence: Making CRM Smarter

Think artificial intelligence is limited to the realm of science fiction? Join us as we discuss practical ways of how AI can be used in CRM today and in the future.

Speakers

Imad Alabed

Senior Director, CRM Product Management, Aptean Inc.

Kevin Noakes

Senior Solutions Consultant, Aptean Inc.

Kevin’s first experience in industry was working as a Quality Engineer for a large process control instrumentation manufacturer but he quickly moved into the Industrial Engineering Department where he took on responsibility for the design and development of automated test equipment... Read More →

Tuesday October 17, 2017 1:10pm - 2:10pm CDT
Gallery Ballroom

Pivotal

2:10pm CDT

Pivotal: Driving Leads with Marketing Automation

Learn how you can help your sales team focus on the right opportunities and how to trigger an offer at exactly the right time. Because marketing automation tools can easily integrate with Pivotal, your sales team is always up to date.

Speakers

Andy Choi

Vice President of Strategic Alliances, Marketo

Andy Choi is Vice President of Strategic Alliances at Marketo, a leader in Digital Marketing. Andy has extensive experience in identifying, nurturing and executing complex high-profile partnerships such as Disney, Major League Baseball, SAP, Infor and Microsoft. He heads up Marketo’s... Read More →

Tuesday October 17, 2017 2:10pm - 3:10pm CDT
Gallery Ballroom

Pivotal

3:40pm CDT

Pivotal: Round Table

Here's your chance to get to know other Pivotal customers and discuss topics around mobility, reporting and analytics, the user experience and much more.

Tuesday October 17, 2017 3:40pm - 4:40pm CDT
Gallery Ballroom

Pivotal

8:30am CDT

Customer Presentation

Wednesday October 18, 2017 8:30am - 9:30am CDT
Gallery Ballroom

Pivotal

10:00am CDT

Business Track: Improving User Adoption

Looking to add a little spark to the way you work with Pivotal every day? Join me, and we will discuss how you can improve your user adoption using form design, productivity tools, menu options, and other Pivotal enhancements you may not have known even existed. We can help….Join me and see….

Speakers

Stephanie Kruse

Senior Solutions Consultant, Aptean Inc.

Stephanie Kruse has 19 years of professional experience working with companies in manufacturing, chemical, retail, high tech, software, financial services, food and beverage, pharmaceutical and medical technology industries. Stephanie has built a reputation for developing new strategies... Read More →

Wednesday October 18, 2017 10:00am - 11:00am CDT
Gallery Ballroom

Pivotal

10:00am CDT

Technical Track: Pivotal Platform Modernization Deep Dive

2017 is the year of the Platform as we are focused on making some fundamental changes to our architecture. Find out more on our technology roadmap and get your questions answered directly from our R&D team.

Speakers

Ajay Kumar

Senior Architect, Development, Aptean Inc.

I have 18+ years of experience in software development. I started my carrier in MSFT tech stack and have been part of various product engineering. I have technically driven multiple product re-architecture to highly scalable next generation solution. In Pivotal I am responsible... Read More →

Wednesday October 18, 2017 10:00am - 11:00am CDT
Modern Meeting Room

Pivotal

11:10am CDT

Business Track: Super Charge your Pivotal Implementation - What's new

Think you know Pivotal? 2017 is shaping up to be one of the most exciting years for Pivotal. Come and join us, and we will give you a guided tour of everything “New” around Pivotal. We will take a deep dive into Pivotal version 6.6, but will also cover enhancements to the Productivity Pack, support for Office 365, Advance searching capabilities, and much, much more. We may even throw in some other cool stuff that you might have missed in earlier versions of Pivotal. Join us and see……

Speakers

Stephanie Kruse

Senior Solutions Consultant, Aptean Inc.

Anita Look

Senior Product Manager, Aptean Inc.

Anita Look is an accomplished CRM professional with over 19 years of experience working with Pivotal. In her role as Senior Consultant, Anita has extensive expertise with CRM implementations, working with customers in wide varieties of industries, including Financial Services, Home... Read More →

Wednesday October 18, 2017 11:10am - 12:10pm CDT
Gallery Ballroom

Pivotal

11:10am CDT

Technical Track: Designing Event Based Workflows using EMF

Are you interested in learning more about how you can design event-based workflows? This session will go through some examples of what you can achieve using EMF.

Speakers

Kevin Noakes

Senior Solutions Consultant, Aptean Inc.

Wednesday October 18, 2017 11:10am - 12:10pm CDT
Modern Meeting Room

Pivotal

1:10pm CDT

Business Track: Introducing Pivotal Customer Support for UX - Providing Service Tickets, Portals and More

Interested in learning more about taking customer service into the future? Join us and see how the new Customer Service module for Pivotal UX can enhance your current customer service experience. We will be reviewing all the latest Pivotal Customer Service features and also talking about what’s coming up next. Don’t miss it...

Speakers

Stephanie Kruse

Senior Solutions Consultant, Aptean Inc.

Anita Look

Senior Product Manager, Aptean Inc.

Wednesday October 18, 2017 1:10pm - 2:10pm CDT
Gallery Ballroom

Pivotal

1:10pm CDT

Technical Track: In-depth technical presentation of new capabilities in the current release of Pivotal UX and in the upcoming 6.6 release

During this session, our lead UX architect will walk you through the latest UX features. You will learn about the new APIs and form features, understand the new REST API and get exposed to some new development tools.

Speakers

Martin Stiby

Senior Technical Architect, Development, Aptean Inc.

Martin has worked in the Pivotal product set for 17 years in R&D and Services. He is the currently development manager for Pivotal UX, the HTML5 UI for phones, tablets and desktop. When he is not running around teaching the finer points of cricket to his 3-year-old, or attending meetings... Read More →

Wednesday October 18, 2017 1:10pm - 2:10pm CDT
Modern Meeting Room

Pivotal

2:10pm CDT

Pivotal Round Table

Wednesday October 18, 2017 2:10pm - 4:00pm CDT
Gallery Ballroom

Pivotal