C5 Insight Managing Partner Geoff Ables will be joining 11 other presenters, delivering 25 customer experience and CRM sessions in Boston on January 26, 2019. Ables will be presenting a session on designing people-centric business processes and a case study of how wine maker, Silver Oaks Cellars, uses CRM to create a people-first culture to create memorable experiences.
Dynamics 365 Saturday is a free technical and strategy event organized by the Microsoft Dynamics Community for CRM professionals, sales and marketing managers, customer care leaders, technical consultants and developers. Attendees learn and share new skills while promoting best practices, helping organizations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365. The January 26, 2019 event will be held at Microsoft’s office in Burlington, MA. For more information and registration, visit 365Saturday.com/dynamics/Boston-2019.
Ables will be presenting a non-technical session that describes how best-in-class sales teams are designing people-centric sales processes to align with their buyers’ processes. He will be walking attendees through defining their first sales process and mapping it to CRM. He will also be providing pointers for refining existing processes and tips to get teams to adopt and follow a new sales process.
Ables will also be presenting a case study of how Silver Oaks Cellars’ sales management team created a people-first culture by focusing on measurable leading metrics that are influencers of business results. The metrics selected were 100% within individual control, were easy to understand, and can be measured weekly. Tools were implemented to track metrics and make critical information more visible to the sales management team. Ables will elaborate on how weekly meetings were organized to review metrics and trends and to plan for continuous improvement. He will also discuss key lessons learned that any organization can use to improve engagement and performance.
Ables is the author of “The LUCK Principle: Business Results at the Intersection of People & Profit.” In the book he teaches how to harness the power of people, process, and technology to transform a business into a digital workplace that balances a people-first culture with bottom-line results. The book is available in both paperback and Kindle versions on Amazon at https://www.Amazon.com/dp/B01N0QW5H4.
Geoff Ables, C5 Insight Managing Partner, is a best selling author, speaker and entrepreneur. 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