Name
Mastering Customer Data to Build Better Relationships
Date & Time
Tuesday, February 10, 2026, 2:30 PM - 3:20 PM
Speakers
Keith Thompson - Epicor
Description

Deliver exceptional customer experiences by leveraging Vision’s CRM to centralize and optimize customer data. Learn how to manage profiles, track interactions, and use those insights to strengthen relationships and drive loyalty.

We will review:

• Setting up and maintaining complete, accurate customer profiles

• Using Vision CRM to capture interactions and personalize engagement

• Applying analytics and segmentation tools for targeted communication

• Streamlining workflows to ensure timely follow-ups and service resolution

Location Name
Tarpon/Sawyer Ballroom
Full Address
TradeWinds Resort on St. Pete Beach
5500 Gulf Blvd.
St. Pete Beach, FL 33706
United States
Services and Support
Education Level Insights Auto 2026
Beginner, Advanced
Audience Insights Auto 2026
Operations
Solutions Insights Auto 2026
Vision
Track Insights Auto 2026
Best Practices
Session Type Insights Auto 2026
Interactive Learning, Success Strategies