When:
February 26th, 2004
Register

Speaker: Tom Spitale Principal Consultant Peppers and Rogers Group

Session Description: 

                                                            
An effective CRM initiative can deliver value to financial services companies through revenue generation or cost savings. But without proper planning and insight from those who have gone before you, the pitfalls and risks you can encounter could spell disaster. Don't go it alone. With the right approach and measures in place, you can accurately and completely quantify your gains in revenue and overall enterprise efficiency. Tom Spitale, principal with Peppers & Rogers Group, gives you the tips, tactics and techniques to set benchmarks, employ metrics and develop a business case to achieve and measure CRM ROI.

This program is appropriate for senior financial executives with responsibility for Retail Marketing, CRM, Product Development, Market Research and Strategy Teams.

Attendance Fee:

$275 per institution plus $50 per telephone line used

About Tom Spitale

Tom Spitale is one of the most seasoned and versatile practitioners in the young history of CRM consulting.  He joined Peppers and Rogers Group in 1997 as a speaker/trainer and researcher, subsequently moving to the company’s growing consulting practice in 1998. This diversity of experience underscores three powerful reasons why Tom is a sought-after consultant for Fortune 100 CRM initiatives.

First and foremost, Tom’s communication abilities – honed through delivering scores of keynote presentations and briefings – enable executives and mangers to clearly understand the business benefits of 1to1 strategies.  Secondly, his facilitation skills – shaped by leading dozens of one-to-one visioning workshops across an amazing array of industries – lead clients to understand the applicability of CRM principles to their own competitive circumstances. Third, his consulting talents – formed by leading a diversity of projects ranging from healthcare, financial services, direct marketing, software and Web-related initiatives – help organizations through the practical implications of executing a one-to-one strategy.

Tom has been a part of consulting engagements for an impressive client list of Fortune 100’s such as Ford, Crutchfield, Boise Cascade, and Highmark. He is considered one of Peppers and Rogers’ most experienced and knowledgeable consultants in the area of needs-based differentiation (and resulting customization) and contributed strongly to the organization’s methodology in that area. In addition, Tom is a frequent speaker/lecturer at both internal training events and at Peppers and Rogers’ 1to1 Institute sessions for external clients.

Previously, Tom achieved success in three of the most demanding and respected corporate cultures in the country. He accomplished dramatic growth in his areas of responsibility at Wal-Mart’s Sam’s Club (300% in two years) and at RJR/Nabisco (200% in two years).  At GE Capital’s credit card unit, he was a recipient of the coveted Pinnacle Award for quadrupling cross-sell profits in just two years.   Tspitale@1to1.com

About Peppers & Rogers Group

Peppers and Rogers is a management consulting firm recognized as the world's leading authority on customer-based business strategy. Founded in 1993 by Don Peppers and Martha Rogers, Ph.D., the firm is dedicated to helping companies compete and win by identifying differences within their customer base, and using that insight to maximize the value of each and every customer relationship. Led by 1to1 Magazine, Peppers & Rogers Group's independent media division extends its thought leadership and client experience to more than 250,000 readers every week, through a broad array of print, interactive and custom publications. www.1to1.com.