C5 Insight Managing Partner Geoff Ables presented the Dynamics CRM User Group (CRMUG) webinar, “Rapid Sales Process Design,” on July 19, 2018. CRMUG is a user group for Customer Engagement and Dynamics 365. CRMUG webinars, designed for users at all levels of expertise to introduce specific topics in short virtual meetings, are available to all CRMUG members worldwide.
“Rapid Sales Process Design,” was a non-technical session that described how best-in-class sales teams are designing their sales processes to align with their buyer’s processes. Ables walked attendees through defining their first sales process and mapping it to a CRM solution. He also provided pointers for refining existing processes and tips to get teams to adopt and follow a new sales process.
Office 365 comes with many new ways to extend Dynamics 365. Ables gave an overview of how companies are using tools like Flow, Power Apps, Forms, Power BI, and SharePoint to extend functionality of Dynamics 365 with “citizen developers.”
Attendees received a free e-Workbook for use in designing their own sales processes, a template for expanding beyond the basics, and participated in a group brainstorming of opportunities to explore.
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
https://www.C5Insight.com.