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Lunch and Learn - CRM and Salesforce: What Are They? Why Should I Care?

Friday, August 26, 2022 -
12:00pm to 1:00pm



Overview of Presentation: 
Customer Relationship Management systems (CRM) are key to business success. They enable businesses to keep on top of their sales, marketing, and customer service functions, ideally to have a 360 degree view of their customers and best serve them. Originally developed for the sales function, they have developed in many niche markets, and can even be used for project management.

Salesforce is the leading CRM system, holding almost 25% of the market share. It is the third-most in-demand technology skill as of 2018. There are expected to be over four million jobs created related to Salesforce by 2024 worldwide, with almost one million in the US alone. 

As a BA, sometimes it can be hard to stand out from the crowd. Developing experience and background in Salesforce can be a way of doing that. Salesforce provides free training in a fun, online environment. Certifications are ways of showing would-be employers validation of expertise….all at a cost way less than going to college.

Join Harvey and Jason as they dive deeper into CRM and Salesforce in this Lunch and Learn conversation.


Harvey Schroeder: President, IIBA Phoenix Chapter. (https://www.linkedin.com/in/harveymschroeder/)
Harvey Schroeder, a BA of 16 years, has over a year of Salesforce-related experience.  He has recently passed two Salesforce certifications.

Jason Zeikowitz: VP of Volunteers, IIBA Phoenix Chapter. (https://www.linkedin.com/in/jasonzeikowitz/)
Jason Zeikowitz has been working in the CRM field for three years.  He is currently a trainer in Salesforce, and has five Salesforce certifications.

A special message from your board:  We value every participant's health and want to continue to offer valued PDMs as we go through this extraordinary time together. Once registered, the call details will be sent before the event. Please make sure you enter your email address upon registration. If you have any questions please reach out to the board@phoenix.iiba.org. We will hold PDM’s online until we feel that it is safe to resume in-person events.   We will continue to have valuable speakers to support our chapter!! 

NOTE - To register for this event as a 'Member' you must be signed into the Chapter website. If you are an IIBA Member and this option is not enabled for you, in the page menu above, click on SIGN IN and sign in using your IIBA credentials.


Event Details: 
Lunch and Learn
Event Location: 
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An email, with the Zoom link, will be sent to you on the day of the event.
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