Join our CRM User Conference 2019
Thursday, 6th June
The Automated & Integrated Conference
Our CRM User Conference 2019 is set for Thursday, 6th June, and we invite all our customers to come and join us!
We’ve gained a reputation for hosting a fun day at an interesting venue, and 2019 is no different! This year we’ll be at the fantastic Bombay Sapphire Distillery, in Hampshire, UK.
Attendance is free to all our customers with lunch provided!
Registration has now closed for this event.
Themed around Automation & Integration, we’ll be bringing you up to date with how cloud apps can increase efficiency and productivity in your business. We’ve lined up specialist guest speakers to present and run group workshops showing you how you might benefit.
Since launching our integration with Zapier we’ve been amazed by the variety and complexity of automation that’s possible. In a few years’ time you’ll be looking back and wondering how you ever managed without it!
In addition, we’ll be updating you on our latest CRM developments, delivering sessions on best practice, providing the usual networking opportunities, one-to-one support, and some light-hearted entertainment thrown in for good measure.
Jim Simpson, CEO, Ziptech Services
Jim Simpson is the CEO of Ziptech Services and has 25 years of commercial and business experience in the IT industry gained both in the UK and overseas. During this time, he has primarily managed companies focusing on delivering business computing products and services to mid-market companies. Find out more about Jim Simpson.
Kelly Goss, founder, Solvaa
Guest Speaker, Kelly Goss describes herself as a “creative problem solver”, and she’s a passionate advocate of cloud automation and system integrations. As a Xero Certified Adviser and Zapier Certified Expert, Kelly will bring her expertise to the conference with a presentation in the morning session and a workshop in the afternoon. Find out more about Kelly Goss.
Really Simple Systems Presenters
John Paterson, CEO
John Paterson started Really Simple Systems in 2006, and had already been kicking around the CRM scene for some year before that.
At this year’s conference, John will be introducing our theme of “Automation & Integration” and bringing you up to date with developments to the CRM that support the changing digital environment.
Helen Armour, Marketing Manager
It’s been some time in the development phase, but the new integrated Marketing module is nearly ready for release. Helen will be demonstrating the new product and how it differs from the current versions.
In the afternoon, Helen will be running a workshop on creating CRM Reports and using the Custom Report Widgets.
Muhammad Miah, Customer Onboarding
Muhammad (Mo) will be running an afternoon workshop on Customisation and Custom Widgets. He’ll show you how to use the numerous customisation tools within the CRM to set up your data as you want it.
He’ll also show you how to use the new Custom Widgets feature so you create a bespoke dashboard, highlighting your business KPIs so you can see at a glance how you are performing.
What’s New at Really Simple Systems
From small tweaks that improve functionality to major system updates, we’re constantly developing our CRM to support your business. The annual User Conference provides the perfect opportunity for us to demonstrate our latest releases but also to listen to your feedback.
Our CEO, John Paterson, will explain what’s new and what’s in the pipeline, including new system integrations, Web Forms, Single Sign-on, MailSync developments and the forthcoming revised Marketing module.
We’d also like to hear about your needs and how the changing business environment is impacting on your organisation.
We’re pleased to welcome Kelly Goss, founder of Solvaa, and Jim Simpson, CEO at Ziptech Services to join us. Kelly and Jim share a passion for the digital environment and how technology can be used to transform business, culture and processes.
Kelly’s first-hand experience when co-founding a veterinary clinic led her to realise the productivity struggles businesses face and how they can thrive by embracing technology. With 15 years of business process improvement experience, Kelly is now an independent consultant. She will be looking at how you can use cloud integrations to solve problems and increase efficiency. She’ll be demonstrating how to use accounting software Xero with your CRM and connecting your other apps using Zapier. Find out more about Kelly Goss and Solvaa.
With more than 25 years experience in the IT industry, Jim could say he’s seen it all. Yet maybe this is just the start! The digital transformation era is now upon us and businesses need to get on board or be left behind. Jim will explain the main areas of digital transformation for business and how to motivate, develop and deploy staff by replacing mundane jobs with technology solutions. Find out more about Jim Simpson and Ziptech Services.
This year we’re including some small group workshop sessions in the afternoon that some of you may like to attend. Guest speaker, Kelly Goss, will be running a practical session on automation and integration with Xero and Zapier; and Jim Simpson will be looking at practical digital transformation using Microsoft 365. From the RSS team Muhammad Miah will be taking a detailed look at CRM customisation and the custom widgets feature; and Helen Armour will help you set up your reports and how to create custom Report Widgets.
13:30 to 14:30 – Increasing Productivity Through Integration and Automation with Kelly Goss, The Vault
14:00 to 14:45 – Customise your CRM and Widgets with Muhammad Miah, The Gallery
14:45 to 15:45 – Practical Digital Transformation using Microsoft 365 with Jim Simpson, The Vault
15:00 to 15:45 – Creating CRM Reports and Report Widgets with Helen Armour, The Gallery
Please note, each workshop group will be limited to a maximum of 12 people, available on a first come first served basis, booked via your registration form. Alternatively, you can spend the afternoon networking and speaking with the Really Simple Systems team, or taking a tour of the distillery.
The Really Simple Systems team will be on hand throughout the day, so you’ll have the chance to meet with us face to face and chat through your CRM requirements. You’ll also have plenty of time to meet with other customers, share notes, discuss best practice and do business. We’ll keep the tea and coffee coming!
CRM Best Practice & Support
Our Customer Support team will be on hand for one-to-one and group sessions, making sure you’re getting the most from your CRM. You can discuss any problems you might have, or you can pick the brains of the rest of the RSS team, including our CEO, John Paterson!
The Bombay Sapphire Experience
After lunch we’ve set up a bit of entertainment. You’ll have the chance to go behind the scenes and discover how Bombay Sapphire infuses ten exotic botanicals from around the world into its famous gin. You can take yourself on a self-discovery tour of the distillery, ending with a complimentary cocktail in the Mill Bar!
The Gin Cocktail Masterclass
We also have a limited number of places for guests to join a Gin Cocktail Masterclasses when you’ll be shown how to make the venue’s signature cocktail, The Laverstoke. We have two sessions running, the first starting at 14:00 and the second at 15:15, available on a first come first served basis!
Plan your day at the Conference
Please note the workshop times do overlap, so remember to plan which sessions you wish to attend, and if you would like to include a self-discovery distillery tour in your programme (see below).
|09:15||Guest registration & networking|
|09:45||Conference Welcome||John Paterson|
|10:00||Our CRM Past, Present & Future||John Paterson|
|10:15||Digital Transformation||Jim Simpson|
|11:00||Morning break and networking|
|11:15||Increasing Productivity with Integration & Automation||Kelly Goss|
|12:00||Demonstration of the new RSS Marketing module||Helen Armour|
|12:45||Lunch and networking|
|13:30 – 16:00||Optional Workshops & Entertainment Sessions||See below|
|13:30 – 16:00||Small Group Support Sessions & Networking||RSS Team|
|15:00||Tea, coffee and networking|
|16:00||Conference Round up||John Paterson|
|Optional Workshops & Entertainment Sessions|
|13:30 – 16:00||Self-Discovery Experience tour of Bombay Sapphire Distillery – approx. 1 hour|
|13:30 – 14:30||Workshop 1: Increasing Productivity with Integration & Automation||Kelly Goss|
|14:00 – 14:45||Workshop 2: Customisation & Custom Widgets||Muhammad Miah|
|14:00 – 14:30||Cocktail Making Masterclass 1||Bombay Sapphire|
|14:45 – 15:45||Workshop 3: Practical Digital Transformation using Microsoft 365||Jim Simpson|
|15:00 – 15:45||Workshop 4: CRM Reports & Report Widgets||Helen Armour|
|15:15 – 15:45||Cocktail Making Masterclass 2||Bombay Sapphire|
Distillery Experience Tour & Cocktail Making Masterclass
During the afternoon you can explore the Bombay Sapphire Distillery with a Self-Discovery Experience tour, including a complimentary drink in the Mill Bar.
The Cocktail Making Masterclasses will be held in the Empire Bar starting at 14:00 and 15:15. Places are limited and advanced booking is necessary.
Registration for our 2019 User Conference has now closed.
About the Bombay Sapphire Distillery
The Bombay Sapphire story goes back to 1831 when the discovery of the artisanal distillation process, now known as Vapour Infusion, was used to capture the flavours of the many botanicals that create the distinct flavour of the gin.
The Bombay Sapphire Distillery is located at Laverstoke Mill, situated in rural Hampshire. It’s recorded in William the Conqueror’s Domesday Book in 1086, but only became the home of Bombay Sapphire in 2014.
As a Conservation Area with over 1,00 years of history, transforming the 300 year old paper mill took patience and dedication. The state-of-the-art sustainable distillery we see today is the result of years of sympathetic restoration that showcases the industrial heritage of the site.
The Really Simple Systems User Conference will be held in The Gallery. During the day you’ll get the chance to take a tour of the distillery, going behind the scenes to discover how Bombay Sapphire infuses ten exotic botanicals from around the world into its famous gin. You’ll be able to finish your tour with a complimentary drink in the Mill Bar!
Planning your Journey
You’ll be pleased to learn we’ll be running a complimentary shuttle bus service to the distillery, from the nearby train station at Overton, so you can leave your car at home. Overton is on the mainline railway from London/Basingstoke to Salisbury line. Should you prefer to drive, parking is free at the venue.
Shuttle Bus Departure Time
The shuttle bus will leave Overton at 09:00 am, arriving at the venue a few minutes later. Please book your place on the shuttle bus when you register for the conference.
For the return journey please see the Bombay Sapphire Shuttle Bus Timetable.
Once you’ve registered for our 2019 User Conference, we’ll keep you posted of any developments. You can also follow the event on social media. Full joining instructions will be sent nearer the time – probably around two weeks beforehand.