Simpleview Summit 2025 Pre-Conference Workshops
Pre-conference workshops must be purchased during the online Simpleview Summit registration process.
Each preconference session is $325.
Are you already registered for Simpleview Summit and want to add a pre-conference workshop? No problem! Log into your account to update your registration with all of the workshops that your heart desires.
No onsite registrations will be accepted.
Monday, April 7
Morning – 9 a.m.-12 p.m.
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CRM Group Sales: Strategies for Effective Lead & Account Management
This workshop is designed for sales professionals focused on maximizing CRM's capabilities for group sales success. Explore best practices in affiliating accounts, tagging, prospecting with profiles, and managing leads to boost sales outcomes and measure economic impact effectively. Attendees will be equipped with tools to streamline workflows and drive measurable results.
NOTE: Pre-registration is required for this session.
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CMS Administration: Tools & Techniques for Power Users
Designed for CMS administrators, this workshop introduces the essentials of content optimization, module utilization, and system administration tasks for a streamlined digital experience. Attendees will gain actionable strategies to enhance site performance, customize functionality, and manage backend operations effectively. Perfect for those in CMS management roles, this workshop will provide the knowledge needed to handle complex CMS tasks with confidence.
NOTE: Pre-registration is required for this session.
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Mastering Marketplace Promotions in Simpleview CRM
Back by popular demand, this workshop offers a comprehensive exploration of the CRM Marketplace, guiding you through every step of event promotion for optimal impact. Discover how to elevate your promotions by enabling public forms, using the "cost" field to configure multiple products, and applying tier-based structures — all while managing and updating records within the member/partner group. This is a must-attend for those seeking expert strategies and best practices in Marketplace.
NOTE: Pre-registration is required for this session.
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Simpleview CRM Reports 101
Join the product education team in this introductory workshop on Simpleview CRM Reports, designed to help you master reporting essentials. Learn when and how to create various report types, understand key differences between searches and reports, and apply best practices for building custom reports. This session will cover field filters, filter logic, scheduling, sharing, and more — setting the stage for part two, “Simpleview CRM Reports 201.”
NOTE: Pre-registration is required for this session.
Lunch – 12-1 p.m.
Afternoon – 1-4 p.m.
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Simpleview CRM Reports 201
Building on the foundation from "Simpleview CRM Reports 101," this interactive workshop provides a hands-on demonstration of advanced reporting skills. Attendees will learn to create detailed summary reports, cross-tab reports, and techniques for maintaining reports. You’ll leave with practical knowledge and insights to elevate your team's reporting capabilities.
NOTE: Pre-registration is required for this session.
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CMS Content Management: Tools for On-the-Job Efficiency
Join us for a hands-on session tailored for users looking to elevate their day-to-day CMS skills. From building and editing pages with panels and widgets to managing blog content and the asset library — this workshop will provide practical insights and tools to streamline your content creation process and dive into real-world applications and best practices.
NOTE: Pre-registration is required for this session.
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Seamless CRM & CMS Integration: Tools for Engaging Content & Data Management
Explore the powerful integrations behind CRM and CMS, designed to streamline workflows and enhance content management. Get familiar with essential tools and techniques for handling pending items, utilizing geolocation, building forms, and managing listings, offers, media, and social media content. This workshop is perfect for those looking to leverage integrations for impactful audience engagement and efficient data handling.
NOTE: Pre-registration is required for this session.