The D365UG/CRMUG Summit was held at the Gaylord Opryland Resort in Nashville, Tennessee October 10-13, 2017 with pre-conference trainings on October 9. Geoff Ables and C5 Insight led three sessions at this 10th Anniversary event. The summit offered education for all versions of Dynamics 365 & CRM to participants in a variety of roles including CRM Administrators, IT Managers, CRM Project Managers, Sales/Service/Marketing, and Dynamics 365 and CRM Users.
Ables, Managing Partner of C5 Insight, led the pre-conference academy training, “Sales and Marketing Personas, Journeys and Process for CRM,” on October 9. Tricia Desso-Cox, Managing Director of C5 Insight, was a co-speaker. In this full-day session, attendees learned how to use CRM to better understand customers, define sales processes that are actually adopted, and bring CRM into the heart of sales meetings to transform the way people work together to continuously improve sales results.
Ables was the presenter of the “Rapid Sales Process Design” workshop on October 11. Paige Cassada, C5 Insight Sr. Solutions Architect, was the co-presenter of this session. Attendees learned why a sales process is needed to increase deal size, decrease sales cycle length, improve win rates, avoid letting valuable opportunities slip through the cracks, have meaningful forecasts, and be able to continuously improve sales. They also learned how best-in-class sales teams design sales processes to align with their buyer’s processes and how to develop and map a process unique to their organization.
Ables also presented “Rate Your CRM” on October 13. In this interactive session, attendees rated their progress with CRM and connected with peers to learn from those that have succeeded in the areas where others have struggled. This session walked attendees through a process for rating CRM projects and showed how to rate an organization across 5 categories.
Ables is the author of “The LUCK Principle, Business Results at the Intersection of People & Profit.” In the book he teaches how to harness the power of people, process, and technology to transform a business into a workplace that balances a people-first culture with bottom-line results. The book is available in both paperback and Kindle versions on Amazon at http://www.Amazon.com/dp/B01N0QW5H4.
Geoff Ables, C5 Insight Managing Partner, is a best selling author, speaker, and entrepreneur. He has over 20 years of consulting experience on topics including intranets, customer relationship management, social collaboration, and big data. As a thought leader on customer and employee engagement, his insights have been seen and heard in dozens of global venues. He founded C5 Insight in 2002, and has consulted with hundreds of companies in a broad range of industries. The firm has twice been named to the Inc. 5000 list of fastest growing companies.
For more information about Geoff Ables and C5 Insight, visit
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