25 Jun

Using CRM to Manage Your Sales Meetings

Using CRM to Manage Your Sales Meetings

Thursday, June 25, 2020 (12:00 PM) to Thursday, June 25, 2020 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, Sales
Geoff Ables

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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 the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings.

Geoff Ables
Geoff Ables takes the technology jargon out of CRM and speaks to sales managers, customer care leaders, marketers, power users and administrators about the process and people sides of CRM that are so critical to customer relationship management success. As a recent session attendee put it: “This session was one of the reasons why I attended the event, and it didn’t disappoint. The workbook and process steps made it even better.” Bestselling author, international keynote speaker and entrepreneur, Geoff Ables is a thought leader on customer and employee engagement. Geoff’s most recent book, "The LUCK Principle: Business Results at the Intersection of People and Profit," delivers fresh insight and inspiration into creating people-centric digital workplaces. His firm, C5 Insight, has twice been named as an Inc 5000 fastest-growing company