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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.
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Gallery Ballroom [clear filter]
Monday, October 16
 

7:45am CDT

Breakfast (Preconference Session Only)
Monday October 16, 2017 7:45am - 8:45am CDT
Gallery Ballroom
  Meals

12:00pm CDT

Lunch
Monday October 16, 2017 12:00pm - 1:00pm CDT
Gallery Ballroom
  Meals

1:00pm CDT

Pivotal: The New Smart Client Customization Training
Pivotal 6.6 is almost here, and with it, were bringing the Pivotal Smart Client into the future. Pivotal 6.6 enhances the Pivotal Smart Client with a new more modern look and feel, but that’s just the beginning and we are excited to show you what's coming. This session will go into the details of what is changing, available options to optimize your forms, and much more. This session is a must if you want to leverage the new look and feel. It is designed for both business and technical users.

Topics include:

1. Task Pad Optimization
2. How to theme the Pivotal Smart Client to your corporate colors
3. Form scaling
4. Form Layout principles

And much more
Speakers
avatar for Stephanie Kruse

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 →
avatar for Julian Mais

Julian Mais

Principal Customer Solutions Consultant,, Aptean Inc.
Julian Mais is a Technical Architect in Aptean’s Customer Solutions Department.  He has over 15 years of technical experience creating custom solutions in the CRM space and is an expert in Pivotal technology stack.   Prior to joining Aptean, Mr. Mais was a consultant for Ionysys... Read More →

Monday October 16, 2017 1:00pm - 3:00pm CDT
Gallery Ballroom
  Pre-Conference
 
Tuesday, October 17
 

7:00am CDT

Breakfast
Tuesday October 17, 2017 7:00am - 8:00am CDT
Gallery Ballroom
  Meals

8:30am CDT

Aptean News / CRM Trends and Directions
Find out what is new at Aptean directly from our Leadership team and get their thoughts on trends in the CRM space.
Speakers
avatar for Michelle Fischer

Michelle Fischer

General Manager of CRM Solutions, Aptean Inc.
Michelle Fischer is the General Manager of CRM Solutions for Aptean, accountable for the strategic direction, customer satisfaction and business performance of Aptean’s suite of CRM solutions including the Pivotal, Saratoga and Onyx solutions.Fischer joined Aptean in 2017 from fellow... Read More →

Tuesday October 17, 2017 8:30am - 9:30am CDT
Gallery Ballroom
  General Session

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
avatar for Imad Alabed

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

12:10pm CDT

Lunch
Are you receiving the full benefits that ResourceOne has to offer? In this session, we will demonstrate a set of key uses cases that drive the most value to your organization.
Tuesday October 17, 2017 12:10pm - 1:10pm CDT
Gallery Ballroom
  Meals

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
avatar for Imad Alabed

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 →
avatar for Kevin Noakes

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
avatar for Andy Choi

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
 
Wednesday, October 18
 

7:00am CDT

Breakfast
Wednesday October 18, 2017 7:00am - 8:00am CDT
Gallery Ballroom
  Meals

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
avatar for Stephanie Kruse

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

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
avatar for Stephanie Kruse

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 →
avatar for Anita Look

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

12:10pm CDT

Lunch
Wednesday October 18, 2017 12:10pm - 1:10pm CDT
Gallery Ballroom
  Meals

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
avatar for Stephanie Kruse

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 →
avatar for Anita Look

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 1:10pm - 2:10pm CDT
Gallery Ballroom
  Pivotal

2:10pm CDT

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

6:00pm CDT

Cocktails Reception with prizes
Wednesday October 18, 2017 6:00pm - 7:30pm CDT
Gallery Ballroom
  General Session
 
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Monday, October 16
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Chicago Navy Pier Beer Garden
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