10 AM | Igniting the Future of CRM

Begin Vision 2024 with a focused look at Spiro's vision for the future of CRM. Learn about our approach to creating an anti-CRM, CRM that eliminates tedious tasks, allowing you to build stronger business relationships.

We’ll review our milestones from the past year and introduce our latest features designed to enhance your business operations. Adam, our CEO, will lead an open feedback session where you can share your thoughts and experiences to help shape Spiro’s future.

Get a preview of the upcoming innovations on our product roadmap that will further improve your Spiro experience. This session will set the stage for two days of valuable insights and practical takeaways.

11 AM | Unleash the Power of Assistant Rules

Discover the true power of Spiro’s Assistant Rules! These intelligent, automated rules streamline your workflows, reduce manual tasks, and ensure nothing falls through the cracks. For example, you can set up a rule to automatically follow up with leads who haven’t been contacted in 30 days, ensuring consistent engagement without manual tracking.

By leveraging our continually upgraded Assistant Rules, you can enhance productivity and focus on what truly matters—your business growth. We'll start with a comprehensive review of what Assistant Rules are and how they can benefit your organization. With the introduction of many advanced features, we’ll then split into two groups: one for those just getting started and another for those ready to dive into the advanced functionalities. This approach ensures that everyone, regardless of experience level, can maximize the benefits of these powerful tools for their specific needs.

12 PM | Lunch (Included)

1 PM | Spiro Secrets You Might Not Know

Dive into the various settings and configurations of Spiro to maximize the platform's potential. This session will provide an in-depth review of the modules available, showcasing how to tailor Spiro to meet your specific business needs. Learn best practices for setting up and managing your Spiro environment to ensure you're leveraging all its features effectively.

2 PM | Deep Dive into Spiro Analytics

Responding to the top requests from our customers, we are dedicating two hours to explore Spiro Analytics. We'll divide the group into beginners and advanced analytics users to ensure everyone gets the most out of this session.

Analytics 101:

• The Basics of Charts and Pivots: Learn how to approach building pivot and chart reports. We'll guide you through creating a simple pivot and chart, explaining the key considerations for developing your own charts and pivots.
• Build Beautiful Dashboards: Starting with a sample dashboard, we’ll teach you how to construct it piece by piece. We'll cover how to customize the look and feel, ensuring your dashboards are both visually appealing and easy to understand.

Analytics 201:

• Advanced Analytics Concepts: Dive into advanced topics such as building and working with report formulas, database design, data snapshots, and URL parameters.
• Advanced Pivots: Explore advanced pivot concepts like stacked groupings, comparison calculations, running totals, variances, and other calculations beyond count and sum.
• New Visuals and Chart Types: Get acquainted with the latest visualizations and chart types to enhance your data representation and analysis.

This session will equip you with the tools and knowledge to fully leverage Spiro Analytics, whether you're just starting out or looking to master advanced techniques.

4 PM | One-on-One Customer Success Time

Each customer will have the opportunity for personalized one-on-one time with their Customer Success Manager (CSM). This dedicated session is designed for you to ask specific questions about your organization's setup, get tailored advice, and discuss any unique challenges you may be facing. Take advantage of this time to ensure you’re fully maximizing your use of Spiro and receiving the support you need for your individual business needs.

6 PM | Dinner and Networking at Lord Hobo

Join us for dinner and drinks at Lord Hobo, a brewery and gastropub located across the street from the hotel.

10 AM | Possibilities with AI for Manufacturers and Distributors

Are you ready to unlock the full potential of AI in your business? AI is not just a buzzword—it’s a game-changer. From automating tasks to predicting market trends, the opportunities are endless. Learn how AI can revolutionize your operations, enhance efficiency, and drive growth. This session will provide valuable insights into how you can harness AI to stay ahead in the competitive landscape.

11 AM | How Spiro Uses Spiro: Lead to Cash Life Cycle

Discover how Spiro practices what it preaches with a full explanation and demonstration of our lead-to-cash system. This session will cover the entire process, including the tech stack and integrations that power our operations. See firsthand how we use Spiro to manage leads, streamline processes, and drive revenue, providing you with actionable insights to optimize your workflows.

12 PM | Lunch (Included)

1 PM | CRM Adoption Roundtable

Address the age-old question: "How do I get my team to use CRM and technology?" This roundtable discussion will feature real-life examples and success stories, exploring techniques that have worked and those that haven't. Engage with fellow attendees to share experiences, strategies, and practical tips for driving CRM adoption within your organization.

Choose the session best for you:

2 PM | Running an Effective Pipeline/Sales Forecast Meeting:

Learn the best practices for conducting pipeline and sales forecast meetings. This session will cover techniques to track your pipeline in Spiro, whether it’s in dollars, units, pounds, or pallets, and how these metrics influence your sales forecast. Gain insights into organizing and running productive meetings that drive better sales outcomes.

2 PM | Integrating Spiro with Zapier - So Much is Possible:

Explore the endless possibilities of integrating Spiro with Zapier. This session will showcase various ways to connect Spiro with other applications using Zapier, automating workflows and enhancing your productivity. Learn how to set up no-code integrations and discover the potential of creating seamless, automated processes that save time and reduce manual work.

Choose the session best for you:

3 PM | Spiro Campaigns Deep Dive:

Explore one of Spiro’s most powerful yet often underutilized features—campaigns. This session will provide a comprehensive guide on how to build, set up, send, and track campaigns. Learn the strategies to maximize the impact of your campaigns, ensuring they are effective and aligned with your business goals.

3 PM | Data Strategy & Suggestions:

Develop a robust data strategy to enhance your business intelligence and decision-making processes. This session will cover best practices for data management, from collection to analysis, and provide suggestions on how to leverage your data effectively. Gain insights into creating a data-driven culture within your organization and using data to drive strategic initiatives.

4 PM | Closing Session

Join us for a brief wrap-up session to conclude Vision 2024. We'll recap the key insights and takeaways from the conference, answer any lingering questions, and provide information on additional resources. This is also an opportunity to share your feedback and thoughts on the sessions. Thank you for being a part of Vision 2024!

Our team will stick around after to answer individual questions and facilitate discussions.