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.

1:00pm CDT

Pivotal: Hands-On training on Aptean’s Event Management Framework (EMF)

This session is designed for people that have Aptean’s Event Management Framework (EMF) or are intending to or considering implementing EMF in the near future. The content of the session will be tailored to suit the experience of the audience but it will be a hands on session where you will explore building a variety of processes with EMF

Speakers

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 →

Monday October 16, 2017 1:00pm - 4:00pm CDT
Exhibition Meeting Room

Pre-Conference

10:00am CDT

Saratoga: Roadmap: Past, Present, Future

This session will provide an overview of what was released in 7.1, and give you a sneak peek of what is coming in the 7.2 release and beyond for Saratoga CRM. The audience is invited to provide input on how to shape Saratoga CRM in the near future.

Speakers

Bharath Bhogappa

Product Manager, Saratoga, Aptean Inc.

Bharath has over 14 years of experience in the software industry, spending the last twelve with Aptean. As the product manager for Saratoga CRM, Bharath is responsible for defining the product roadmap and overseeing the successful execution of the product strategy. Prior to this... Read More →

Tuesday October 17, 2017 10:00am - 11:00am CDT
Exhibition Meeting Room

Saratoga

11:10am CDT

Saratoga: Improving Customer Experience: Expanding the Power of Saratoga

Come on a treasure hunt with the Services experts at Saratoga. In this session you will uncover such gems as
• Hidden System tables that help you better understand the activity of your sales team
• 1-Click Buttons that access the customer information you seek.
• Filtered list grids to uncover Distributor and End User Interactions
• Links to open a record from practically anywhere in Saratoga CRM
Make your Saratoga application rich with functionality by adding these and other treasures that we have in store for you.

Speakers

Ke Thanh Tran

Manager, Customer Solutions, Aptean Inc.

Since joining Saratoga Systems in 1997, Ke Thanh has held different roles from pre-sales consultant to leading the Saratoga professional services and support team since last year. With his keen focus on customer success, Ke Thanh enjoys a daily rapport with Saratoga customers, sharing... Read More →

Peush Upadhya

Director, CRM Customer Solutions, Aptean Inc.

Peush leads the CRM Services and Support teams at Aptean and is passionate about delivering value to Aptean’s customers. Current based in London, UK, Peush has worked in the CRM space for over 16 years, 11 of which have been at Aptean. Prior to joining the Enterprise Software industry... Read More →

Tuesday October 17, 2017 11:10am - 12:10pm CDT
Exhibition Meeting Room

Saratoga

1:10pm CDT

Saratoga: Customer Success story (Encompass Allstate Insurance)

In this session, you will see how Encompass Allstate Insurance here has improved the customer experience by expanding the features and functionality of Saratoga CRM.

Speakers

Caryl Lumpp

Business operations manager, Encompass Insurance

Tuesday October 17, 2017 1:10pm - 1:40pm CDT
Exhibition Meeting Room

Saratoga

1:40pm CDT

Saratoga: Integration with Excel

This session will show how you can expand your Thin Client and Mobile Client business intelligence with Microsoft Excel integration. Get the information you and your executives are looking for from a reporting and BI perspective – all within Saratoga CRM.

Speakers

Ke Thanh Tran

Manager, Customer Solutions, Aptean Inc.

Tuesday October 17, 2017 1:40pm - 2:40pm CDT
Exhibition Meeting Room

Saratoga

2:10pm CDT

Saratoga: Customer Success Story (Innovapost)

In this session, you will see how Innovapost here has improved the customer experience by expanding the features and functionality of Saratoga CRM.

Speakers

Scott Holden

Innovapost, Technical Consultant

Tuesday October 17, 2017 2:10pm - 3:10pm CDT
Exhibition Meeting Room

Saratoga

3:40pm CDT

Saratoga: Round Table

This session is an open forum for all customers on critical thinking when it comes to Saratoga CRM. Topics may include web chat, enterprise collaboration, social media, sentiment analysis and mobile client – Just to name a few. The audience is invited to share the trends they are seeing in their industries and how Saratoga CRM can provide you the tools needed for the future.

Speakers