“CPR for CRM: Getting Struggling Dynamics CRM Projects Back on Track” – Thursday April 9, 12:00 Noon – 1:00 p.m. Eastern Time
CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises. This session is for organizations struggling with CRM adoption. Attendees will learn why some CRM projects fail – and how to successfully recover; better yet, understand how to set up for success from the start. Learn how to deliver a CRM solution that not only boosts performance – but that the team loves to use. For registration, visit https://bit.ly/39toc5F.
“RPA and Power Automate – Automation Power to the People” – Tuesday, April 14, 12:00 Noon – 1:00 p.m. Eastern Time
Microsoft recently introduced rapid process automation (RPA) functionality in Power Automate in the form of UI Flows. In this session attendees will learn exactly what this is, how to build your first 2 UI Flows, and the vision for how this new functionality can be adopted by users for true self-service automation and integration. Kathy Harper, C5 Insight Employee Engagement Practice Consultant, will co-lead this session. For registration, visit https://bit.ly/2QSBa6s.
“The Engaged Digital Leader: 5 Ways Executives and Managers are Using Digital Tools to Run Their Businesses” – Thursday, April 16, 12:00 Noon – 1:00 p.m. 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. This session will explore what is meant by a digital workplace, how executives can participate, keep it on course, use digital to improve how they run their business 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 – intranets, CRM, social, big data, artificial intelligence, the internet of things and more – to drive innovation, customer and employee loyalty, and profitability. Practical tools and case studies of how executives have used digital as both a leadership tool, and a driver for company performance and innovation, will be shared. Attendees will take away the 5-step framework of digital workplace leadership success, and actionable insights that can be applied in the role as an organizational leader. For registration, visit https://bit.ly/2UM8vRB.
“Assess Your Success: How is Your CRM Project Really Going?” – Thursday, April 23, 12:00 Noon – 1:00 p.m. Eastern Time
CRM success can be elusive and CRM project leaders need a practical way to rate their CRM regardless of stage, or department. This session will walk through a process for rating CRM projects, rate the organization across 5 categories and identify the most important areas to focus on improving. At the end of the session, attendees will have a benchmarking guide that can be used to continually monitor and improve the people, processes and technologies associated with customer engagement in their organization. For registration, visit https://bit.ly/2UtTJA8.
Geoff Ables, C5 Insight Managing Partner, is a bestselling author, international keynote speaker and consultant. He has over 20 years of consulting experience on topics including the future of work, digital disruption, customer relationship management, social collaboration and big data. Widely regarded as a thought leader on customer and employee engagement, his insights have been seen and heard in dozens of global venues. He founded C5 Insight in 2002 and has consulted with hundreds of companies 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 Geoff Ables and C5 Insight, visit