C5 Insight Leaders Are Presenting Customer Experience and Sales Process Design Workshops in July

Geoff Ables, C5 Insight Managing Partner, and Tricia Desso-Cox, C5 Insight Managing Director, will be presenting Dynamic Communities Academy workshops in July 2020. Dynamic Communities is an organization that provides online and live events around the world focused on Microsoft Business Application platform products.

The 4-hour workshop, “Academy – Personas, Journeys and Marketing: Customer Experience Strategy and Planning–CE Essentials,” is scheduled for Tuesday, July 21 from 1:00 pm to 5:00 pm Eastern time.

Marketers who use processes to automate routine tasks report success 477% more frequently than those who do not – yet only 17% of Marketers are confident that they have automated their most important tasks. This session will reveal how to design better customer-centric processes, and the 7 critical tasks that Marketers are automating. The workshop will cover personas and journey maps, an overview of the built-in functionality in Dynamics 365 and related add-ons, and best practices for integrating efforts across marketing, inside sales and field sales teams. Attendees will learn how to prioritize customer personas, processes for delighting customers at every step, and best practices for getting the most value out of their investment in Dynamics 365. They will take away a foundation for developing and prioritizing customer personas, mapping journeys, translating journeys into automated processes, and using CRM to close the gap between marketing and sales. For more information and registration, visit https://bit.ly/3hMb0hI.

The 4-hour workshop, “Academy – Sales Processes: Identify, Prioritize & Design Processes to Win Customers–CE Essentials,” will be presented on Tuesday, July 28 from 1:00 pm to 5:00 pm Eastern time.

Businesses that want their sales team to increase deal size, decrease sales cycle length, improve win rates, avoid letting valuable opportunities slip through the cracks, deliver meaningful forecasts, and continuously improve sales results need to use the right tools in CRM, unique their business. This workshop will describe how to create sales processes that users will adopt, leaders can manage, and that drive measurable improvement. There are 9 areas for sales processes within Dynamics 365 and related add-on products. Process flows on the top of opportunity forms are the most widely used, but the other 8 areas can be more impactful to sales success. In this non-technical session attendees will learn about everything from activity management, to sales cadence, to configure-price-quote, to business process flows. With an understanding of the options, they will learn a simple framework for identifying and prioritizing the areas that will deliver the greatest impact to their businesses. There will also be a walk-through of a proven approach for rapidly developing a sales process that can be quickly adopted. Attendees will walk away with a plan for selecting the right tools for their sales team, a workbook with an initial sales process design, and a set of worksheet templates as a guide. For more information and registration, visit https://bit.ly/2zGyd3F.

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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