Roping in the Green

A special session about using marketing automation to build your business

Offered exclusively to Vistage groups

by Lars Helgeson, Founder and CEO

Success Principles for Making Marketing Automation Work for You

Like any IT initiative, CRM implementations kick off with the best of intentions. However, over 60% of company employees deem their CRM implementations a failure. That figure jumps to over 80% if the company tries to include automation. Whether or not you’re aware of it, chances are your company is suffering from inefficiencies, frustrations, and missed opportunities when it comes to managing your sales and marketing. These problems can be fixed with efficient, contextual strategies; but they have to come from the top down. We will address these issues head-on using realistic, effective, and proven methods.

The journey toward a broader vision of CRM begins with marketing methods, unique to every company. We will discuss current and real problems confronting the audience today. Our methods demonstrate how to overcome common roadblocks to success, like setting good security policies, incorporating IT staff in the purchase and implementation process, and getting buy-in from everyone in the company. Success in implementing CRM and marketing automation is as much software as it is company culture, so we will discuss the “DOs” and “DON’Ts” of leadership with specific lessons and strategies everyone can implement immediately.

Creating a More Effective Vision for your Sales and Marketing

Vistage members will learn how to design and implement an effective CRM and marketing automation strategy. Strong leadership combined with an understanding of the technology and methods of making that technology work for your business will combat the fear, uncertainty, and doubt that surrounds the far too common failures that go along with CRM.

Attendees of the seminar will be armed with real world lessons to help them confront issues their employees and partners are dealing with every day. Start seeing CRM as the life-force behind larger, customer-centric experiences. In the end, CRM is the most measurable medium poised to empower better efficiency, communication, and growth.

About the Speaker

Lars Helgeson has been in the Internet marketing space since 2000, when he co-founded one of the world's first email service providers, CoolerEmail. In 2010, after spending several years designing and implementing a more comprehensive way to meet the needs of small and mid-sized businesses, he launched GreenRope. GreenRope is the world's first and only Business Operating System, a cloud-based platform that simplifies and consolidates a company's sales, marketing, and operations. GreenRope currently provides technology solutions to over 3,000 companies worldwide.

Lars has spoken to groups large and small, at conferences domestically and internationally. He has an understanding of both technology and strategy, having founded and run his own business for the past 16 years.