Geoff Ables is presenting, “Understanding and Tracking Marketing Campaigns” on Tuesday, July 14 from 12:00 noon to 1:00 pm Eastern time.
This session will demonstrate how to use the out-of-the-box marketing features available in Dynamics 365 for Sales and how to track multiple campaigns that influence a final buying decision. Using the marketing features available in Dynamics 365 for Sales can be confusing, but attendees will get an overview of the available features and hear specific scenarios for using these features to accomplish their business objectives. For more information and registration, visit https://bit.ly/2N7drNE.
Tricia Desso-Cox is presenting “Creating a Dynamics 365 CRM Annual Plan,” on Thursday July 16 from 12:00 noon to 1:00 pm.
Studies show that 47% of CRM projects fail two or more times before organizations get it right. One of the most critical reasons is not understanding the unique planning process. This session will dive into what should be included in a CRM roadmap, how to build it, getting the team engaged, building the business case, measuring the ROI, benchmarking user satisfaction, and constantly improving. This session will provide a framework for planning to launch or improve a CRM project, and a process for keeping up the momentum. Key takeaways include: clearly understanding the value of a CRM project and articulate it to management, creating the CRM annual plan, strategies for engaging users and leadership in the planning process, understanding why supporting a CRM project can sometimes conflict with the project plan and how to do both at once. For more information and registration, visit https://bit.ly/2zF8CrG.
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.