07 May

Pipeline Automation: The Best Approaches and Tools for Delivering Sales and Marketing Results

Pipeline Automation: The Best Approaches and Tools for Delivering Sales and Marketing Results

Thursday, May 7, 2020 (12:00 PM) to Thursday, May 7, 2020 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, Sales
Geoff Ables

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You're Registered!

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 four 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?  

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