C5 Insight Leaders Geoff Ables and Tricia Desso-Cox are presenting the following webinar and virtual conference sessions on CRM and digital workplaces in May 2020:
“Pipeline Automation: The Best Approaches and Tools for Delivering Sales and Marketing Results”
Geoff Ables, C5 Insight Managing Partner, is presenting the webinar, “Pipeline Automation: The Best Approaches and Tools for Delivering Sales and Marketing Results,” on Thursday, May 7 from 12:00 noon to 1:00 pm Eastern time. The webinar is sponsored by Dynamic Communities, an organization that provides online and live events around the world focused on Microsoft Business Application platform products.
Many companies have invested in Dynamics 365 but are still finding it difficult to attain the envisioned boost to sales and marketing results. They want to generate MQLs (marketing qualified leads) and convert them into SQLs (sales qualified leads) and show a robust ROI (return on investment). Many feel they can do better in all these areas but are not sure how or where to begin. This session will provide guidance on the most effective sales and marketing methodologies for generating revenue and prioritizing implementation. Attendees will learn about the tools available natively in CRM and also third-party tools that can be used to improve and automate CRM processes. For more information and registration, visit https://bit.ly/2XQIGDl.
“Digital Etiquette and Digital Boundaries – Critical Rules to Avoid Disruption When Working Remote”
Ables is also presenting the session, “Digital Etiquette and Digital Boundaries – Critical Rules to Avoid Disruption When Working Remote.” His session, scheduled to start at 2:40 pm Eastern time, is part of Advanced Learning Institute’s virtual conference, “O365 for Internal Communications,” which is scheduled for 12:00 noon to 4:00 pm on Thursday, May 7.
Work environments have changed greatly amid the COVID-19 crisis. Microsoft tools allow companies to remain effective and create an integrated workplace for all internal communications needs. This virtual conference has been designed to help companies utilize O365 and harness the power of all its features to open communications and promote collaboration among employees. For more information and registration, visit https://bit.ly/2VojbaB.
“Dashboard Best Practices: The Best Dashboards for Your Sales, Service, Marketing and Management Team”
Tricia Desso-Cox, C5 Insight Managing Director, is presenting the webinar, “Dashboard Best Practices: The Best Dashboards for Your Sales, Service, Marketing and Management Team,” on Thursday, May 21 from 12:00 noon to 1:00 pm. This webinar is sponsored by Dynamic Communities.
Peter Drucker said, “What gets measured, gets managed.” This session will dive into how to set up dashboards that can be used to improve results. It will cover the five categories of dashboards, three of the frustrating limits of CRM dashboards and how to work around them. Attendees will also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives, as well as a visualization of how they should look in CRM dashboards. For more information and registration, visit https://bit.ly/3eBSRBz.
C5 Insight was founded in 2002 and is a leader in delivering customer engagement and employee collaboration projects. The company has consulted with hundreds of companies around the world in a broad range of industries. The firm has twice been named to the Inc. 5000 list of fastest growing companies. For more information about C5 Insight, visit https://www.C5Insight.com.
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