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Forum Agenda   |   Registration Information   

Customer Reference Forum 2005Customer Reference Forum 2005

February 14-15, 2005
Phoenix, AZ

 

 
Overview  

References are critical to marketing and selling services and solutions, yet the challenges of managing a robust, effective reference program are substantial. This unique event will zero in on the key elements of building and maintaining reference programs in technology companies, with feature presentations from executives at HP, Lucent, Unisys, and other top firms, as well as an overview of best practices from ITSMA's Steve Hurley.

Organized by Lee Communications, and co-sponsored by ITSMA and Point of Reference, Customer Reference Forum 2005 will bring together some of the best Customer Reference professionals in the world to explore new ideas, trends, and best practices in such areas as:

  • Making the case and demonstrating the business value of reference programs
  • Motivating customers to become references
  • Motivating sales to provide references
  • Creatively leveraging references
  • Gaining internal support
  • Mastering the reference database
  • Avoiding reference burnout

Featured Speakers

  • Janice Burg-Levi, Global Strategic Marketing, Vice President, Unisys
  • Ken Darby, Director, Worldwide Customer Reference Program, HP
  • Barbara Krasner (formerly Khait), Director, Client Reference Program, Lucent Technologies
  • Denise Cochrell, Manager, Customer Evidence, Infrastructure, Microsoft
  • Steve Hurley, Vice President, Member Engagement, ITSMA
  • Tami Andrews, Customer Excellence Marketing Manager, NetIQ
  • John Raftrey, Program Director, Customer Success Program, Intel

The forum is designed for reference program managers and other marketing, sales, and delivery people from technology-related companies charged with designing, developing, managing, or using customer references.

The forum agenda highlights extensive networking and peer sharing with colleagues.

Forum Agenda [TOP OF PAGE]
 
Monday, February 14, 2005
12:30 pm Registration
1:00 Opening Remarks & Participant Survey Results
Bill Lee, President, Lee Communications
1:30 Setting the Agenda: Key Challenges in Building a CR Program
Steve Hurley, Vice President, Learning & Performance Excellence, ITSMA
2:30 Building the Business Case for CR Programs
Ken Darby, Director, Worldwide Customer Reference Program, Hewlett-Packard
3:30 Refreshments and Networking Break
3:45 Building Systems to Manage a CR Program
Denise Cochrell, Manager, Customer Evidence, Infrastructure, Microsoft
4:45 Break
5:00 Gaining Internal Support for a CR Program
Barbara Krasner, Director, Client Reference Program, Lucent Technologies
6:00 Closing Remarks
Bill Lee
6:10 Break
6:30-8:30 Cocktail Reception & Networking
 
Tuesday, February 15, 2005
7:30 am Continental Breakfast
8:15 Opening Remarks
Bill Lee
8:45 Beyond Cooperation: Gaining Full Integration with Sales
John Raftrey, Program Director, Customer Success Program, Intel
9:30 Refreshments and Networking Break
9:45 Elevating Customer References to a Key Corporate Strategy
Janice Burg-Levi, Vice President, Global Strategic Marketing, Unisys
10:45 Break
11:00 Breakouts: Developing Great Customer Stories
  Break Out 1: Creating Success Stories that Sell (inc. research findings)
Bill Lee, Lee Communications
  Break Out 2: TBD
12:00 pm Networking Lunch
1:15 Panel: Perspectives from Selected Customers
TBD
2:15 Break
2:30 Panel: Motivating Sales & Customers to Participate
Led by Tami Andrews, Customer Excellence Marketing Manager, NetIQ
3:30 Conference Wrap-up
Bill Lee
   
  Please note: We reserve the right to make changes or substitutions to this event.
 
Fees and Registration Information [TOP OF PAGE]
   
Event Date: February 14-15, 2005
Fees: $850 for ITSMA Members, Reference Point subscribers, or customers of Point of Reference, Inc.
All others:

$995

  Group discounts available. Save 10% per participant for organizations sending three or more people. Contact us for details.
Location:

The SunBurst Resort & Spa
4925 North Scottsdale Road
Scottsdale, Arizona 85251

 

Phone: +1-480-945-7666           Toll free: 800-528-7867
Fax: +1480-946-4056

  URL: www.sunburstresort.com
Accommodations:

Hotel accommodations are the responsibility of the registrant. A block of rooms has been reserved on a first-come, first-served basis at The SunBurst Resort & Spa. We encourage making arrangements as soon as possible to ensure room availability.

Room Rates:

Please contact the hotel directly for room reservations. Indicate that you are attending CUSTOMER REFERENCE FORUM to receive the special rate of $210 per night (Single/Double), available until January 19, 2005. For other area hotels, please contact the concierge at The Sunburst Resort & Spa.

Hotel Information:

The SunBurst Resort is a distinctive blend of sophisticated New West design with the charm and hospitality of the Old West. In the resort's living room, hand-painted adobe walls stretch to open beamed ceilings, with a three-story sandstone fireplace as centerpiece. Exceptional service and a sense of relaxation greet the moment you arrive at this Scottsdale hotel.
   

Cancellation Policy
Any cancellations or substitutions must be in writing and forwarded to ITSMA, 420 Bedford Street, Suite 110, Lexington, MA 02420 or via email to cjefferson@itsma.com.

You may cancel your enrollment up to 30 days before the start of the event and receive a full refund or apply the full fee toward a future event. Cancellations received less than 30 days before the event are subject to a $250 administrative charge. Nonattendance without written cancellation prior to the event will incur the full event fee. Substitutions approved by ITSMA are permitted up to the start of the event.

About Lee Communications
Lee Communications creates success stories, case studies, and other customer reference collateral. Our specialty is making the strongest possible business case for our clients' solutions. For more information, visit www.lee-communications.com.

About Point of Reference
Point of Reference LogoPoint of Reference is an outsourced provider of reference management solutions designed to preserve, protect and make abundantly renewable your most valuable sales resource: your customers. We offer an array of options to address challenges at all stages of the reference program lifecycle: Identify & Recruit, Capture & Leverage, Update & Maintain. We improve sales effectiveness, allow marketing to focus on higher value activities, and dramatically reduce the risk of reference burnout. For more information, visit www.point-of-reference.com.

About ITSMA
ITSMA specializes in helping companies market and sell services and solutions. As a membership organization, we work with the world's leading technology, communications, and professional services firms to generate new business, strengthen customer loyalty, and increase brand differentiation. Through research, consulting, training, and community we provide the insight companies need to improve marketing impact, sales performance, and business results. ITSMA is based in Lexington, Massachusetts, and has offices in the United States, the United Kingdom, and Japan. Learn more at www.itsma.com.

 
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