01 Nov

Rapid Sales, Marketing and Customer Care Process Development

Rapid Sales, Marketing and Customer Care Process Development

Thursday, November 1, 2018 (12:00 PM) to Thursday, November 1, 2018 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, Customer Service, Marketing, Sales
Geoff Ables

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In this non-technical session, you'll learn why customer engagement processes are important, the different types of processes, why the out-of-the-box opportunity, case and campaign processes aren't always a good fit, steps for engaging the team in developing a process, and how your processes should evolve over time. 

You'll take away a workbook with an initial sales process design, and a set of worksheet templates for taking your processes from first steps to sophisticated. 

Appropriate for  leaders in Sales, Marketing, Customer Care, CRM Administration, Business Analysis and Project Management.

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