13 Oct

Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team

Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team

Tuesday, October 13, 2020 (12:00 PM) to Tuesday, October 13, 2020 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, Reporting
Geoff Ables

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"What gets measured, gets managed." - Peter Drucker

In this session we will dive how to setup dashboards that can actually be used to improve results. You'll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You'll also learn the 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.

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