B2B Customer Service Special Interest Group Meeting 

Customer Self-Service/Portals Capabilities and CRM Usage Practices 
December 07, 2017 09:00 AM - 03:00 PM 
Discover new strategies and practices to optimize customer service efficiency and effectiveness.

Find out more about the B2B Customer Service SIG here

The B2B Customer Service Special Interest Group (SIG) is a collaborative learning community for the leaders of service organizations supporting retailer, dealer, distributor, or other business customer types to compare and discuss strategies, methods, processes and tools for enhancing customer experience and customer service performance. Each day-long meeting focuses on 1-2 customer service topics/challenges/opportunities selected by participants and utilizes an interactive format to enable rich practice-sharing discussions around those topics.

The topics of discussion at this meeting will be:

  • Customer self-service strategies and capabilities
  • Customer portals discussion and "show and tell"
  • CRM tool usage practices

Please join us for this meeting of the B2B Customer Service SIG at which you'll have the opportunity to compare approaches with peers at other UWEBC member companies and take away practical insights for enhancing customer service efforts and results.

Who Should Attend: Participation in this SIG is by invitation only and is limited to vice president, director and senior manager-level employees and those whom they bring as topic matter experts. All participants are required to register. To learn more about the B2B Customer Service SIG or to register, please contact Roger Paulson

Agenda Items:
9:00 AM Preliminaries & plan for the day
9:15 AM Customer self-service experiences and initiatives
9:45 AM Customer portals “show and tell” and practices discussion
10:30 AM Break
10:45 AM Customer portals discussion – con’t
12:00 PM Lunch
12:45 PM CRM tools “show and tell” and practices discussion
1:45 PM Break
2:00 PM CRM tools discussion – con’t
2:45 PM Wrap-up & SIG plans for 2018
3:00 PM Adjourn
The Pyle Center 
Betsy Golomski, 608-262-1145, UWEBCevents@wisc.edu 

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