Selecting and Implementing Customer Relationship Management (CRM) for Municipalities & 311

A no-holds-barred conversation about best, and worst practices, you need to know before selecting and implementing CRM for your city/state/county/311.

Your Instructor

John Hoggard

John has trained and certified over 700 professionals representing 200+ companies, utilities & 311/public agencies from every major continent. He has helped to select & procure over $300 million of 'customer experience technologies' including but not limited to CRM, billing/CIS, smart city/grid, AI/automation and call center technologies, etc. Having helped build many 311 and centralized govt call centers, he loves evangelizing new and innovative customer management strategies/technologies that streamline business processes and optimize revenues. Devoted to providing no-nonsense and vendor-neutral practical advice, John is often published for insights into his technology advice and research. He has been published in over 30 trade publications, and has authored several Best Practices reports for industry leaders. He is passionate about your success, and equally enjoys working with management as well as sitting side by side working with CSRs. John is a former Sr Advisor to a United States Secretary of Commerce. His second book, "The GovCX Handbook" will soon be available on Amazon.

Course Curriculum

First Section

Available in days

days after you enroll

Frequently Asked Questions

When does the course start and finish?

The course starts now and you have one month to complete it at your pace online - you decide when you start and when you finish.

How long do I have access to the course?

After enrolling, you have unlimited access to this course for 1 month - across any and all devices you own.

Who Do I Contact for More Questions

Please contact UPN at 978-264-0085 or email [email protected] with any additional questions.

Does this course count towards our 311 employees and/or 311 Contact Center become certified?

Yes, this course qualifies as one of 3 workshops required for individual certification. Once a designated percentage of your contact center is individually certified, your contact center automatically qualifies for being a "Certified Government Contact Center" or "Certified 311" as well. Contact UPN for more information and curriculum requirements.

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CRM Workshop - limited time only at $99 Coupon Discount

Selecting and Implementing a CRM: Lessons Learned

This special is only good until April 17, 2023 and then the workshop reverts to our normal price.

Call UPN at 978-264-0085 or email [email protected] for more information, as well as details on how taking 3 of our workshops qualifies you to be a certified 311 government contact center professional!

Gain national recognition for your contact center by becoming a nationally "Certified 311™" or "Certified Government Contact Center™" with a percentage of call center staff becoming certified. Cities like Chattanooga have earned this prestigious designation; and received positive press as well as a plaque for their achievement!

$99

Online Workshop AND a One-Day Customized Training Session Coupon Discount

Workshop plus customized session

This pricing option provides you with the online training workshop and a one-day interactive and customized training session with the trainer. We will customize the additional one day to your needs, whether it be assistance with your RFP, a review/editing session on your CRM functionalities, an interactive session that reviews/edits your CRM contract, etc. The additional day-long session is performed remotely via zoom; however in-person is also available for those who cover the trainer's travel expenses.

$1,890