Tricia Desso-Cox, C5 Insight Managing Director, Is Presenting CRM Best Practices Webinars in August

C5 Insight Managing Director Tricia Desso-Cox will be presenting CRM Best Practices Webinars in August 2020. The webinars are sponsored by Dynamic Communities, an organization that provides online and live events around the world focused on Microsoft Business Application platform products.

“Dashboard Best Practices: The Best Dashboards for Your Sales, Service, Marketing and Management Team” will be presented on Wednesday, August 5 from 12:00 noon to 1:00 pm.

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

“From Garbage In to Diamonds Out: How to Clean-Up Your CRM Data to Drive Longer-Lasting More Profitable Customer Relationships” is scheduled for Thursday, August 13 from 12:00 noon to 1:00 PM Eastern time.

Between 53%-80% of data in most CRM systems is ROTII (it’s Redundant, Outdated, Trivial, Inaccurate or Incomplete). And dirty data kills CRM effectiveness. It slows users down. It leads to bad business decisions. And it makes new AI capabilities useless. In this session attendees will learn how to get their CRM data clean, a process for master data management to keep it clean, and third-party solutions to automate the process of continuously cleaning CRM data. For more information and registration, visit

Tricia Desso-Cox is the Managing Director of C5 Insight. She has over 20 years of experience in customer engagement and user training delivery on several platforms and processes, as well as 10 years of business-critical operations management for global enterprise, master data management, business process design and business analyst/project management work. Her credentials include a Masters in Management, Bachelors of Science in Business Management, a Six Sigma Green Belt and the Microsoft Sure Step Project Management Certification.

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

Covering global leaders and trendsetters in Business, Finance, Real Estate, Legal, Health, Lifestyle and Technology.