CPR for CRM

Business Rule or JavaScript in Dynamics CRM…that is the question

Biz Rules IconWith the advent of Business Rules beginning in Dynamics CRM 2013 we now have the ability to implement client-side business logic without having to write javascript functions. How can I determine whether to code my business logic using business rules, javascript or both?

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2 Easy Ways to Calculate Working Days Inside a SharePoint Workflow

I’m in the midst of two different major workflows for clients right now, one of them being an HR New Hire Onboarding request and approval process.  One small but critical requirement of the process was that each level of approval needed a two business day wait period. In this post I'll demonstrate 2 easy ways to be able to calculate working or business days inside a SharePoint workflow.

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Sales Rep CRM Quick Tip: Use CRM to Identify and Convert More Leads

Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead?  And did you know that 60%-95% of sales leads are never worked at all?  That’s a huge amount of untapped potential!

In this article, we will look at the "3 C's" of lead management using customer relationship management.

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Sales Rep CRM Quick Tip: Use CRM to Identify and Convert More Leads

Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead?  And did you know that 60%-95% of sales leads are never worked at all?  That’s a huge amount of untapped potential!

In this article, we will look at the "3 C's" of lead management using customer relationship management.

Read More....

 


Sales Rep CRM Quick Tip: Weekly Planning

If you’re not using CRM as a tool to plan your day, week, month – or more – then you’re missing out.  You’re leaving valuable referral sources in the cold.  You’re letting opportunities slip through the cracks.  And you’re letting your competitors snap up your best customers.

This article takes a look at how to use CRM as a planning tool.

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CRM Deployment Options…How to Decide?

So you are ready to tackle that all-important CRM initiative for your company. You will need to consider multiple factors in making the initial deployment decision; however there is usually one factor that rises to the greatest importance in making the initial decision.

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2 Easy Ways to Calculate Working Days Inside a SharePoint Workflow

I’m in the midst of two different major workflows for clients right now, one of them being an HR New Hire Onboarding request and approval process.  One small but critical requirement of the process was that each level of approval needed a two business day wait period. In this post I'll demonstrate 2 easy ways to be able to calculate working or business days inside a SharePoint workflow.

Read More....

 


Measuring Enterprise Social Collaboration

ROI and value of enterprise social collaborationThe days of the production-line worker, the inbox/outbox process and any other repetitive task for humans to perform – are vanishing quickly. With automation, apps and robotics replacing humans at an unprecedented rate, our ability to collaborate to innovate, inspire, inform and to discover new insights might be one of the last ways to differentiate human labor from an automated workforce. But there is a problem. Most organizations have only a vague notion of how they are doing with social collaboration – let alone a vision and measurable goals for how they will make improvements. 

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Microsoft Ignite 2015–Day 5

imageIt’s been a packed week at Microsoft Ignite, and in this final post of my daily recaps, we’ll validate the awesomeness of Visio for dashboards and data-connected data graphics, review the common problems encountered when performing the initial configurations of Office 365 service for your organization, and finally share how search works in SharePoint 2013 plus how to scale it properly.

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Business Rule or JavaScript in Dynamics CRM…that is the question

Biz Rules IconWith the advent of Business Rules beginning in Dynamics CRM 2013 we now have the ability to implement client-side business logic without having to write javascript functions. How can I determine whether to code my business logic using business rules, javascript or both?

Read More....

 


Sales Rep CRM Quick Tip: Use CRM to Identify and Convert More Leads

Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead?  And did you know that 60%-95% of sales leads are never worked at all?  That’s a huge amount of untapped potential!

In this article, we will look at the "3 C's" of lead management using customer relationship management.

Read More....

 


Bringing the Cloud Down to Earth


It’s your data. Don’t let great on-line transactional systems limit your analytics needs. Bring the cloud down to earth, then slice and dice to your heart’s content. This blog will discuss three ways to accomplish this.

Read More....

 


Sales Rep CRM Quick Tip: Use CRM to Identify and Convert More Leads

Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead?  And did you know that 60%-95% of sales leads are never worked at all?  That’s a huge amount of untapped potential!

In this article, we will look at the "3 C's" of lead management using customer relationship management.

Read More....

 


Bringing the Cloud Down to Earth


It’s your data. Don’t let great on-line transactional systems limit your analytics needs. Bring the cloud down to earth, then slice and dice to your heart’s content. This blog will discuss three ways to accomplish this.

Read More....

 


Sales Rep CRM Quick Tip: Weekly Planning

If you’re not using CRM as a tool to plan your day, week, month – or more – then you’re missing out.  You’re leaving valuable referral sources in the cold.  You’re letting opportunities slip through the cracks.  And you’re letting your competitors snap up your best customers.

This article takes a look at how to use CRM as a planning tool.

Read More....

 


How to Avoid CRM Failure Webinar Presented by C5 Insight

New study results uncover common causes of failure and best practices to help businesses of all sizes protect their CRM investment

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Failure to Connect

Why Organizations Are Not Getting More From Collaboration

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C5 Insight Reveals New Study, Reports Top Factors in CRM Failure

Comprehensive results explain common issues in attaining successful CRM adoption and discuss best practices to avoid or correct failing...

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C5 Insight Unveils New SharePoint Power User Training

Educational offerings enhance full suite of business solutions and consulting services

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C5 Insight Managing Partner named to UNC Charlotte College of Computing & Informatics Board of Advisors

Committee to work with Dean Yi Deng in identifying and executing plans beneficial to long term goals of the College

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C5 Insight Opens New Offices on University of North Carolina, Charlotte Campus

State-of-the-art building offers entrepreneurial resources and initiatives

 

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C5 Insight Hosts SharePoint 2010 Power User Training in Charlotte

Charlotte-based Technology Consulting Firm Conducts Live Microsoft SharePoint 2010 Power User Training for Local Organizations.

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C5 Insight Presents Side-by-Side Comparison of Top Two CRM Systems

Charlotte-based Technology Consulting Firm to Host Live Webcast Comparing Salesforce.com and Microsoft Dynamics CRM

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Microsoft to Keynote Event in Four Southeastern Cities on Social Collaboration and Cloud Computing

CHARLOTTE, NC - Success Accelerators, C5 Insight and The Network Company announce "Your Business ... Accelerated" - the business technology roadshow.

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About C5insight

About C5 Insight

C5 Insight is a team of business consultants that empower people to work together better, inside and outside of their organizations. By applying the LUCK Principle™, a scalable framework for building productivity into business relationships, we help our clients experience:

  1. Elevated employee efficiency
  2. Increased customer loyalty
  3. Improved sales win rates
  4. Higher workplace satisfaction

We do this by seamlessly integrating technologies such as Microsoft SharePoint, Dynamics CRM and Salesforce.com with participatory business planning processes such as HelixPLAN™ and PI-Cubed™ into everyday practice.