C5 Insight leaders and consultants Geoff Ables, Tricia Desso-Cox and Paige Cassada are presenting virtual CRM workshops in August 2020. The workshops are sponsored by Dynamic Communities, an organization that provides online and live events around the world focused on Microsoft Business Application platform products.
Geoff Ables, C5 Insight Managing Partner, and Tricia Desso-Cox, C5 Insight Managing Director, will be delivering the Dynamic Communities Academy 4-Hour Online Workshop,
“CRM Leadership and Adoption: How to Go From CRM Struggle to Success,” on Tuesday, August 18 from 1:00 pm to 5:00 pm Eastern time.
This workshop is for the entire CRM leadership team, including executives, project managers, administrators and sponsors. Over 80% of organizations struggle with adoption and user satisfaction at some point in their CRM journey. Whether just starting a CRM project, or struggling with adoption, this workshop will provide dozens of ideas and a plan to drive up adoption of a CRM solution. This session walks through dozens of approaches to adoption that have proven successful in different corporate cultures. Attendees will walk away with a workbook full of ideas and practical steps to take to get users, leaders and managers to learn to love CRM and show a proven ROI. For more information and registration, visit https://bit.ly/2W8lVZF.
Paige Cassada, C5 Insight Sr. Solution Architect, will be presenting the Dynamic Communities webinar, “CRM – Should I Use D365 Business Central or D365 for Sales?” This session is scheduled for Thursday, August 20 from 12:00 noon to 1:00 pm Eastern time.
Organizations considering NAV or Business Central for ERP, and considering Dynamics 365 for Sales as a separate CRM solution may be confused about the right licenses to buy and the best place to handle CRM functionality. This session will discuss and demonstrate the differences between Dynamics 365 Business Central (and its offline predecessor, NAV) and Dynamics 365 for Sales and for Customer Engagement in terms of CRM functionality. Attendees will learn about the different data that each can manage, differences in Outlook integration, and the overall user experience. There will also be a brief demonstration of the integration available between Business Central and CRM and a discussion of the strengths and gaps in this integration. For more information and registration, visit https://bit.ly/3furbOQ.
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.
