C5 Insight Is Presenting Four CRM Planning, Process Design and Adoption Workshops at the CRMUG Summit Pre-Conference Academy in Phoenix on October 14 and 15

Geoff Ables and Tricia Desso-Cox, C5 Insight CRM Advisors, will be presenting four CRM Workshops at the CRMUG Summit Academy. These pre-conference training sessions are scheduled on October 14 and 15, 2018 at the Phoenix Convention Center in Phoenix, Arizona ahead of CRMUG Summit. For more information or registration for CRMUG Academy, visit https://www.CRMUGSummit.com.

The theme of the CRM sessions is “Getting (Re)Started with Dynamics 365 CRM,” and will focus on planning, process, adoption, and CRM strategy. These non-technical sessions are designed for sales directors, marketing leaders, CMOs, project managers, business analysts, and CRM administrators in companies that are starting or struggling with Dynamics 365 CRM projects. Participants can attend all four sessions or choose sessions that are relevant for their stage of the CRM journey.

All attendees to any of the four sessions will receive a free copy of C5 Insight’s Lead Conversion Solution that makes it easy to convert leads without creating an opportunity. Those who attend all four of the strategic CRM sessions will receive a half-day consultation session on their CRM project. Consultation can focus on planning, adoption, customization, development, or custom training for their team.

About the CRM Strategy Workshop Sessions:

“Creating a CRM Roadmap – Planning for Success” on October 14 is about creating a roadmap, project plans, getting the team engaged, building a business case, measuring ROI, benchmarking user satisfaction, and constantly improving. Many CRM projects fail to gain traction because the vision and priorities of leadership are not clear – this session presents a practical approach for gaining clarity in these critical areas.

“Customer Personas and Journey Maps” on October 14 will help attendees define customer (and CRM user) personas, develop journey maps, identify opportunities to improve the experience, and stimulate innovative thinking for tying together the sales, marketing, and customer care processes.

“Designing Sales, Marketing, and Customer Care Processes” on October 15 is a process design session that can be applied to designing any process in CRM. Attendees will learn why redefining processes is important; the different types of processes; why the out-of-the-box opportunity, case, and campaign processes aren’t always a good fit; steps for engaging the team in developing a process; and how processes should evolve over time.

“CRM Adoption Strategies” on October 15 discusses why 80% of organizations struggle with adoption and user satisfaction at some point in their CRM journey and then walks through dozens of approaches to adoption that have proven successful in different corporate cultures.

Each of the sessions includes group interaction, workbooks, work sheets, and other takeaways for all attendees. Past attendees have reported a benefit when multiple CRM project leaders attend the sessions together.

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.