The coronavirus pandemic is disrupting workplaces around the globe. C5 Insight is working with our partners to put together webinars and other educational events to help our clients and others improve their digital workplace processes and solutions, as well as provide ongoing education to team members who may be experiencing some downtime.
Join us for any or all of the 21 virtual training sessions below. We will be hosting webinars throughout 2020 on topics such as digital workplace communications and collaboration using Office 365, Dynamics 365, SharePoint, Microsoft Teams and more!
We anticipate participating in more sessions in the coming months. Be sure to subscribe to our blog for future updates.
Thursday, March 26, 2020 | 12:00 PM - 1:00 PM EST
Presenter: Geoff Ables, C5 Insight
Do you have a sales process? Is it working for your business? Are you closing deals or losing leads? Do you want your sales team to...
Increase deal size
Decrease sales cycle length
Improve win rates
Avoid letting valuable opportunities slip through the cracks
Deliver meaningful forecasts
Continuously improve sales results
If you answered, “Yes!” to any of these, then you need a sales process. But most organizations struggle to create a process to deliver that vision.
Register now to create a sales process that your users will adopt, your leaders can manage, and that drives measurable improvement with C5 Insight.
in this non-technical session, you can expect to learn...
How best-in-class sales teams design sales processes to align with customer buying processes.
Understand the different types of sales processes.
Why the out-of-the-box processes usually are not a good fit.
Steps for engaging the team in developing a process.
How to evolve your process over time.
The golden rules for developing simple but effective sales processes.
In addition, you will receive a workbook with an initial sales process design, and a set of worksheet templates to guide you from simple to sophisticated.
Thursday, March 26, 2020 | 1:00 PM - 2:00 PM EST
Configure Price Quote (CPQ) tools have been available as add-ons for Dynamics 365 (both CRM and ERP offerings) for quite some time. Yet, many companies don't fully understand these solutions and how they can help their business. Even still, others try to fit a CPQ solution into a business model that doesn't work that way.
In this session, you will learn the answer to the following 3 questions:
What is a CPQ Solution?
What kinds of businesses does it work for (including case studies)?
How do I choose the right solution for my business?
Thursday, April 2, 2020 | 1:00 PM - 3:00 PM EST
Presenters: Geoff Ables, C5 Insight; Tom Brandt, Northwestern Mutual; Lise Harwin, Port of Portland; Chip Midnight, Nationwide
Internal communicators are facing an uphill battle. With all that has occurred and continues to rapidly progress with the coronavirus, the need to engage and communicate with employees is more important than ever.
Learn about how internal communication professionals are navigating these uncharted waters. You’ll learn real-time strategies and tactics that you can put into place today to help you improve your communications tomorrow.
Thursday, April 9, 2020 | 12:00 PM - 1:00 PM EST
Presenter: Geoff Ables, C5 Insight
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.
If you're struggling with CRM adoption, then this is the session that you can't afford to miss.
Learn why some CRM projects fail - and how to successfully recover. Better yet, understand how to set yourself up for success from the start!
You can deliver a CRM solution that not only boosts performance - but that your team loves to use.
Tuesday, April 14, 2020 | 12:00 PM - 1:00 PM EST
Presenters: Geoff Ables, C5 Insight
Microsoft recently introduced rapid process automation (RPA) functionality in Power Automate in the form of UI Flows. Now, it’s time to take advantage of these new, digital technologies and use them to improve your business.
Learn exactly what RPA is.
How to build your first 2 UI Flows.
The vision for how this new functionality can be adopted by your users for true self-service automation and integration.
Wednesday, April 15, 2020 | 10:00am - 12:00pm
Presenters: Geoff Ables, C5 Insight; Ed Gonzales, Hampton Products; Giovanna Grantham, Prison Fellowship; Chip Midnight, Nationwide; Aaron Howell, American University; Kelly Jones, Atrium Health
Learn how businesses of all types are keeping their teams productive and engaged during the pandemic. 6 panelists will present 6 mini-sessions and answer your questions:
Panelists will discuss how they are communicating, setting policies, and adopting technology to keep their businesses moving forward no matter where their employees are working. You’ll also hear tips on using Dynamics 365, Power Automate, Microsoft Teams, SharePoint, PowerApps and third party solutions to help your team rapidly convert to digital communication and collaboration processes.
Thursday, April 16, 2020 | 12:00 PM - 1:00 PM EST
What is a digital workplace? How do leaders run these projects? How do they use digital to improve how they run their business? And why is this critical to the future of every organization?
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.
But what, really, is a digital workplace? And how can executives participate, keep it on course, and be sure it is creating value?
In this session, we 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.
Take home the 5-step framework of digital workplace leadership success, and actionable insights you can apply in your role as an organizational leader.
Thursday, April 23, 2020 | 12:00 PM - 1:00 PM EST
CRM success can be elusive. CRM project leaders need a practical way to rate their CRM regardless of stage, or department.
In this session, you will walk through a process for rating CRM projects, rate your organization across five categories, and identify the most important areas to focus on improving.
At the end of the session, you will have a benchmarking guide that you can use to continually monitor and improve the people, processes, and technologies associated with customer engagement in your organization.
This session will provide you with a practical rating guide and walk-thru, including how to:
• Discover gaps in your CRM vision, strategy, and deliverables.
• Balance scalability, flexibility, and usability.
• Measure and manage continuous CRM innovation.
• Create a collaborative approach to CRM that gives every user a voice.
Thursday, May 7, 2020 | 12:00 PM - 1:00 PM EST
You've invested in Dynamics 365, but you're still finding it difficult to attain the envisioned boost to marketing and sales results. You're not alone.
You want to generate the fabled MQLs (marketing qualified leads) and convert them into the elusive SQLs (sales qualified leads) and show a robust ROI (return on investment). You feel you can do better in all of these areas - but you're not sure how, or where to begin.
You'll leave this session with answers to 4 questions:
What are the most effective sales and marketing methodologies for generating revenue?
Which are the best for you?
How do you prioritize implementing them?
What is available natively in CRM and what third-party tools can be used to improve and automate these processes?
Thursday, May 21, 2020 | 12:00 PM - 1:00 PM EST
Presenter: Tricia Desso-Cox, C5 Insight
"What gets measured, gets managed." - Peter Drucker
In this session, we will dive into how to set up dashboards that can actually be used to improve results.
5 categories of dashboards.
A process for designing dashboards
3 of the frustrating limits of CRM dashboards and how to work around them.
Top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives - and a visualization of how they should look in CRM dashboards.
Thursday, June 25, 2020 | 12:00 PM - 1:00 PM EST
If Sales Managers are not using CRM to manage their sales meetings yet, then you're not getting nearly enough out of your Dynamics 365 for Sales investment.
In this session, we will explore:
3 stages of using CRM for sales meetings.
Driving improvement through both 1-on-1 and team meetings.
How peer groups can use CRM for their own roundtable meetings.
Thursday, June 4, 2020 | 12:00 PM - 1:00 PM EST
Presenter: Paige Cassada, C5 Insight
Did you know that Dynamics 365 for Sales includes many customer care features right out-of-the-box without having to buy other special licenses?
This session walks through what customer care features are available with Dynamics 365 for Sales, and additional features available in Field Service, Project Service, Universal Scheduling and other third-party modules.
Attend this session to learn what features are already available to you, and what additional licenses might be required for additional features.
Thursday, July 9, 2020 | 12:00 PM - 1:00 PM EST
Marketing features are an untapped area in Dynamics 365 for Sales.
Attend this session to learn the marketing features that are available to you in your current version of Dynamics - plus the strengths and limitations of these capabilities. Discover additional offerings from Microsoft and third-parties, which you may want to consider, in order to fully integrate your marketing and sales efforts using Dynamics 365.
Tuesday, July 14, 2020 | 12:00 PM - 1:00 PM EST
Presenters: Geoff Ables, C5 Insight; Emma D’Arcy
Do you report meaningful metrics on marketing campaigns? Using the marketing features available in Dynamics 365 for Sales can be confusing. However, tracking the right data points is crucial to determining the true ROI of a campaign.
In this session, we will look at Dynamics 365 for Sales features and the specific scenarios for using each feature to accomplish your business objectives.
Learn how to...
Use the out-of-the-box marketing features available in Dynamics 365 for Sales.
Track your campaigns.
Track multiple campaigns that influence a final buying decision.
Thursday, July 16, 2020 | 12:00 PM - 1:00 PM
Create a plan for a new or existing CRM project to guide it to long-term success.
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process.
This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
You'll take away a framework for planning to launch or improve your CRM project, and a process for keeping up the momentum
Clearly understanding the value of a CRM project and articulate it to management
Creating the CRM annual plan.
Strategies for engaging your users and leadership in the planning process.
Why supporting your CRM project can sometimes conflict with your project plan - and how to do both at once.
Participate in group planning exercises that you can bring back to your team.
Thursday, July 23, 2020 | 12:00 PM - 1:00 PM EST
Marketers who use processes to automate routine tasks report success 477% more frequently than those who do not. Yet, only 17% of Marketers are confident that they have automated their most important tasks.
Your investment in Dynamics 365 and related digital marketing add-ons is an important part of marketing process automation.
In this session, you will learn:
The 7 critical tasks that Marketers are automating.
How Dynamics 365 and selected digital marketing add-ons can be used to automate those tasks.
A roadmap framework for prioritizing each of those areas in your business.
Tuesday, August 11, 2020 | 12:00 PM - 1:00 PM EST
Get up to speed quickly with BI and AI concepts, and the solutions offered by Microsoft including PowerBI, Relationship Assistant, AI for Sales and Customer Service and Azure Cognitive Services.
Analytics is on track to drive virtually everything about our future work lives. From bots to the internet of things to artificial intelligence and self-driving cars - our lives will transform more in the next 20 years than any other period in history. And analytics will be behind every decision and every interaction.
But it can be difficult to separate the marketing hype from the strategic implications.
This session delivers a jargon-free overview of:
The potential of analytics.
How to capture data to get the most out of analytical tools.
Various offerings from Microsoft.
How global leaders are creating cultures of analytics.
Simple steps for adopting more analytics-driven processes.
Get up to speed on cutting edge customer analytics practices, and Microsoft's solutions, quickly.
Thursday, August 13, 2020 | 12:00 PM - 1:00 PM EST
Between 53%-80% of data in most CRM systems are ROTII (Redundant, Outdated, Trivial, Inaccurate or Incomplete).
Dirty data kills CRM effectiveness, slows users down, leads to bad business decisions, and it makes new AI capabilities useless.
In this session, you'll learn how to get your CRM data clean, a process for master data management to keep it clean, and third-party solutions to automate the process of continuously cleaning your CRM data.
Thursday, August 27, 2020 | 12:00 PM - 1:00 PM EST
Harvard Business Review research indicates that businesses where leaders and managers use digital tools to better run their companies experience a 10% acceleration in revenue growth. But getting the c-suite to take an active role in running the CRM project, and in using CRM to run the business, has been an insurmountable hurdle for many businesses.
In this session, you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses.
Executives will leave with a clear understanding of how to drive change - even transformation - by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.
Thursday, August 20, 2020 | 12:00 PM - 1:00 PM EST
Are you considering NAV or Business Central for ERP and Dynamics 365 for Sales as a separate CRM solution? If that’s the case, you may be confused about the right licenses to buy and the best place to handle CRM functionality.
In this session, we will discuss and demonstrate the differences between Dynamics 365 Business Central (and it's offline predecessor, NAV) vs Dynamics 365 for Sales vs Customer Engagement in terms of CRM functionality.
Learn about the different data that each of the above solutions can manage, differences in Outlook integration, and the overall user experience.
We will also briefly demonstrate the integration available between Business Central and CRM and discuss the strengths and gaps in this integration.
Thursday, September 10, 2020 | 12:00 PM - 1:00 PM EST
Learn how to improve adoption, analytics and AI through better activity management.
Most teams struggle to get full adoption of activity management. Users often complain that planning and tracking activities in CRM can slow them down. Yet, without this foundational building block in place, an entire CRM project can fall apart.
Perhaps, more importantly, is that activity tracking is the raw material that fuels better analytics and AI.
In this session, you will learn how to configure activity management to drive productivity, adoption and better user experience. Additional insights:
Walk-through the activity management features in Dynamics 365 and review methods for improving how they are configured.
Learn the best way to use Outlook integration.
Learn best practices for weekly and daily activity management for your users.
Take away a simple 4-step approach to transform your CRM into a proactive planning solution.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.