You're Invited to the First
Repfabric User Conference

MAY 22-25, 2022 | GRAND HYATT TAMPA

days
hours
minutes

YOU WON't WANT TO MISS IT

Join us at our first-ever user conference for an invaluable learning experience with experts from across several industries, organized into tracks tailored to Firm Owners, Admin & Financial, Sales Reps, and Marketers.

Return home with deep and newfound expertise. Use new relationships with peers to accelerate your business to new heights.

  • 4:00 PM: Hotel Check-In
  • 6:00 PM – 8:00 PM: Welcome Hospitality & Cocktails
  • 7:30 AM – 8:30 AM: Breakfast
  • 8:30 AM – 8:40 AM: Welcome and Meeting Overview
  • 8:40 AM – 9:20 AM: The Fabric Vision + Roadmap
  • 9:20 AM – 10:00 AM: Keynote Speaker
  • 10:00 AM – 10:30 AM: Break
  • 10:30 AM – 12:00 PM: Breakout Sessions by Track
    • Owners: Sales Performance Management, Best Practices for Team Adoption
    • Admin & Finance: Compensation Planning for the Sales Team, CRMSync – What Can be Configured Today
    • Sales & Mktg: Expert Use of Activity Journals, Building Leads with Contact Segmentation
  • 12:00 PM – 1:00 PM: Lunch
  • 1:00 PM – 2:30 PM: General Sessions
    • Manufacturer Data: Why They Ask and How to Win (Scott Stockham)
    • The Decline of Face-to-Face Selling (Bryan Shirley)
    • Your Brand and LinkedIn (Ryan Rhoten)
  • 2:30 PM – 3:00 PM: Break
  • 3:00 PM – 4:30 PM: Breakout Sessions by Track
    • Owners: Brand Story Development of a Rep Agency, How to Hire the Right Salespeople and Onboard Them
    • Admin & Finance: Deep Dive into Reports, Creating Plans and Forecasts
    • Sales & Mktg: Using Sync Plus: Contacts, Calendars, Tasks, Logging, Email Campaigns: How To, Why, and Efficacy
  • 4:30 PM – 5:15 PM: Optional Sessions on ISQuote and Oasis Integration
  • 6:00 PM – 8:30 PM: Conference Reception
  • 7:30 AM – 8:30 AM: Breakfast
  • 8:30 AM – 10:10 AM: General Sessions
  • 10:10 AM – 10:30 AM: Break
  • 10:30 AM – 12:00 PM: Breakout Sessions by Track
    • Owners: Operationalizing Your Company Goals, Compensation Planning for the Sales Team
    • Admin & Finance: Sales Funnel Development and Translation to CRM Workflows, Managing Your Data Health
    • Sales & Mktg: Beginner Mobile App Usage and Best Practices, OSRs and ISRs Working as a Team in Repfabric
  • 12:00 PM – 1:00 PM: Lunch
  • 1:00 PM – 2:05 PM: General Sessions
  • 2:05 PM – 2:30 PM: Break
  • 2:30 PM – 4:45 PM: Breakout Sessions by Track
    • Owners: CRMSync: Networking Opportunities to Facilitate Quicker CRM Integrations, Maximizing Employee Time Efficiency, Merger and Acquisition of Rep Firms, Customer Feedback
    • Admin & Finance: Working Session on Contact Sync, Expert Sales and Commission Tracking
    • Sales & Mktg: Manufacturer Reporting: Maximize Your Value and Retain/Grow Your Lines, Reporting: Living Reports, Sales Reports, Power BI, Brand Story Development of a Rep Agency
  • On Your Own to Explore and Enjoy the Tampa Bay Area!
  • 7:30 AM – 8:30 AM: Breakfast
  • 8:30 AM – 10:00 AM: Breakout Sessions by Track
    • Owners: Manufacturer Reporting: Maximize Your Value and Retain/Grow Your Lines, How to Get Great Data from Your Manufacturers
    • Admin & Finance: Commission Import Mapping, Sub Tables
    • Sales & Mktg: Top Technology Tips and “Secrets” for Sales Professionals, Customer Feedback
  • 10:00 AM – 10:20 AM: Break
  • 10:20 AM – 11:20 AM: Closing Keynote
  • 11:20 AM – 12:00 PM: Conference Wrap-Up

Note that this schedule is preliminary and subject to change.

SESSION TOPICS at-a-glance

Firm Owners

  • How to Hire the Right Sales People
  • Maximizing Employee Time Efficiency
  • Mergers and Acquisitions of Rep Firms
  • Compensation Planning for the Sales Team
  • Brand Storytelling of a Rep Agency
  • Operationalizing Your Company Goals
  • Sales Performance Management
  • Best Practices for Team Adoption
  • Using CRMSync to Integrate with Manufacturer CRMs
  • How to Get Great Data from Your Manufacturers

Admin & Finance

  • Compensation Planning for the Sales Team
  • Expert Sales and Commission Tracking
  • Managing the Health of Your Data
  • Creating Plans and Forecasts
  • Reports: A Deep Dive
  • What Can Be Configured Today with CRMSync
  • Building Time-Saving Workflows
  • Working Session on Contact Sync

Sales & Marketing

  • Top Tech Tips & Secrets for Sales Pros
  • Brand Story Development of a Rep Agency
  • Living Reports, Sales Reports, Power BI
  • Manufacturer Reporting: Why They Ask
  • Expert Use of Activity Journals
  • OSRs and ISRs Working as a Team
  • Building Leads with Contact Segmentation
  • Using Sync Plus for Contacts, Calendars, Tasks, Logging
  • Email Campaigns: How, Why, and Efficacy
  • Beginner Mobile App Usage and Best Practices

expert insights