C5 Insight Consultants Presenting Additional CRM and Digital Leadership Webinar and Virtual Workshop Sessions in May and June

Geoff Ables, C5 Insight Managing Partner, is presenting the session, “Up and Running with Power BI,” on Thursday, May 28 from 11:00 am to 12:00 noon Eastern time.

Power BI dashboards look great, but it can be intimidating getting started. This session introduces Power BI. Technical users can use this as a starting point to designing dashboards. Non-technical leaders can learn enough about the capabilities of Power BI to develop a vision for reports that meet their needs. Attendees will learn how to build their first dashboard in just 20 minutes, and how to connect to Dynamics 365 data to create advanced dashboards to present CRM data across their organization. For more information and registration, visit https://bit.ly/2ym6owH.

Ables will present the session, “The Engaged Digital Leader: 5 Ways Executives and Managers are Using Digital Tools to Run Their Businesses,” on Tuesday, June 9 from 12:00 noon to 1:00 pm Eastern time.

Digital is being hailed as the 4th industrial revolution. And if history is any indicator, the next 50 years will be even more disruptive than the last 50. Ables will describe the real meaning of a digital workplace, and how executives can participate, keep it on course and be sure it is creating value. This session will go beyond the hype to explore the role of business leaders and managers in leveraging digital workplace tools such as intranets, CRM, social, big data, artificial intelligence, the internet of things and more to drive innovation, customer and employee loyalty and profitability. Attendees will learn the 5-step framework of digital workplace leadership success, and actionable insights that can be applied in the role of an organizational leader. For more information and registration, visit https://bit.ly/2z5sZ18.

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 Wednesday June 17 from 12:00 noon to 1:00 pm Eastern time

As Peter Drucker said, “What gets measured, gets managed.” This session will dive into how to setup 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.

Ables is presenting the session, “Getting Started with Approvals,” On Tuesday, June 23 from 12:00 noon to 1:00 pm Eastern time.

It’s now more important than ever before to get things done remotely and efficiently. Using Power Automate Approvals is a great way to keep the team engaged, keep projects and proposals moving forward, and to ensure that proper audits are done. Attendees will learn how to create their first approval flow, how to modify it to handle automated tracking, and some of the gotchas that can cost the team lost time and frustration if not planning ahead. For more information and registration, visit https://bit.ly/3gbaKb0.

Ables and Desso-Cox will deliver the Dynamic Communities Academy Online Workshop, “Creating a Vision and Roadmap for CRM Success: Initial and Annual Planning,” on Tuesday, June 23 from 1:00 pm to 5:00 pm Eastern time.

This workshop uncovers everything that is needed to engage a team to build a successful CRM roadmap. This session will dive head first into what should be included in a CRM roadmap, creating a vision, how to build the roadmap, project planning, getting the team engaged, building the business case, measuring the ROI, benchmarking user satisfaction, working with a unique corporate culture and constantly improving. Attendees will take away a workbook with a framework for planning to launch or improve a CRM project, and a process to keep up the momentum. For more information and registration, visit https://bit.ly/2XaNT6N.

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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