CPR for CRM

What's New in CRM 2016?

There are some exciting changes available for new CRM users in Microsoft Dynamics CRM 2016 - and these will be rolling out to existing customers in the coming months. Here are a few web pages, blogs, webinars and other resources to give you some insight into what you can expect.

CRM 2016 Interactive Service Hub

 

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Nintex in 2016: What’s New and the Road Ahead

Nintex Workflow for Everyone
Why are we talking about Nintex?   If you’ve taken a look at their site lately, they have a lot going on! 

In today's post, I'll review some of the latest changes and new functionality coming from Nintex and look forward to great things from them in 2016. 

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Marketing in Dynamics CRM – What works out of the box?

So, you’ve invested in Microsoft Dynamics CRM and you’re itching to pull the trigger on a marketing add-in. Great! But that’s not what we're going to discuss in this blog. Rather, let's take things back to basics and talk about what your marketing team can do from day one, using CRM without any add-ins or even custom configurations.

 

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Marketing in Dynamics CRM – What works out of the box?

So, you’ve invested in Microsoft Dynamics CRM and you’re itching to pull the trigger on a marketing add-in. Great! But that’s not what we're going to discuss in this blog. Rather, let's take things back to basics and talk about what your marketing team can do from day one, using CRM without any add-ins or even custom configurations.

 

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What’s New in Microsoft Social Engagement and Why It Matters to Marketing (2016 Update 1.1)

Social Media Marketing strategy
Right before Christmas, Microsoft rolled out yet another update to Social Engagement to further justify its usefulness for B2B and B2C marketers alike. Read on for the 4 new features that this update has given and how it can help your social media marketing strategy!


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The Problem with CRM Projects? Leaders Must Lead!

Dynamics CRM Failure In a recent presentation from a Global Sales Manager of a manufacturing company, he stated that, "I learned that CRM is really about people, and CRM is really about leadership." In this article, we summarize the lessons learned by this leader, and how other Sales Managers can learn from his experience. How do your organization's leaders stand with a CRM solution? 

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Nintex in 2016: What’s New and the Road Ahead

Nintex Workflow for Everyone
Why are we talking about Nintex?   If you’ve taken a look at their site lately, they have a lot going on! 

In today's post, I'll review some of the latest changes and new functionality coming from Nintex and look forward to great things from them in 2016. 

Read More....

 


Use PowerShell to Call a Web Service - Don’t Reinvent the Wheel!

Use PowerShell to Call a Web Service - Don’t Reinvent the Wheel!

One habit that prevails through any vertical is to be efficient at what you do – work smarter not harder right?  In the land of PowerShell (or any development for that matter) that is a vital lesson to learn!  Something comes up and you need to turn to code or PowerShell to accomplish said task and you need to take care of it quickly.  In today's post, I'll show how to use PowerShell to call an existing web service to do all the hard work for us and save us tons of time writing a new script from scratch.  

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SharePoint Hosted Add-Ins : Beginners' Steps

clip_image002So what's different about this discussion of SharePoint Add-Ins? I've learned that many other articles are written with the highly experienced in mind. This blog is for beginners, wondering how and where to even start. Ready to dive in?

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What's New in CRM 2016?

There are some exciting changes available for new CRM users in Microsoft Dynamics CRM 2016 - and these will be rolling out to existing customers in the coming months. Here are a few web pages, blogs, webinars and other resources to give you some insight into what you can expect.

CRM 2016 Interactive Service Hub

 

Read More....

 


Marketing in Dynamics CRM – What works out of the box?

So, you’ve invested in Microsoft Dynamics CRM and you’re itching to pull the trigger on a marketing add-in. Great! But that’s not what we're going to discuss in this blog. Rather, let's take things back to basics and talk about what your marketing team can do from day one, using CRM without any add-ins or even custom configurations.

 

Read More....

 


What’s New in Microsoft Social Engagement and Why It Matters to Marketing (2016 Update 1.1)

Social Media Marketing strategy
Right before Christmas, Microsoft rolled out yet another update to Social Engagement to further justify its usefulness for B2B and B2C marketers alike. Read on for the 4 new features that this update has given and how it can help your social media marketing strategy!


Read More....

 


Nintex in 2016: What’s New and the Road Ahead

Nintex Workflow for Everyone
Why are we talking about Nintex?   If you’ve taken a look at their site lately, they have a lot going on! 

In today's post, I'll review some of the latest changes and new functionality coming from Nintex and look forward to great things from them in 2016. 

Read More....

 


The Problem with CRM Projects? Leaders Must Lead!

Dynamics CRM Failure In a recent presentation from a Global Sales Manager of a manufacturing company, he stated that, "I learned that CRM is really about people, and CRM is really about leadership." In this article, we summarize the lessons learned by this leader, and how other Sales Managers can learn from his experience. How do your organization's leaders stand with a CRM solution? 

Read More....

 


A Little LUCK May Be The Secret Ingredient For Collaboration Success

imageYears ago we discovered something very special – some might even say a “secret ingredient” – to creating and building lasting and productive relationships. It's a new and unique approach to ultimately creating purpose, happiness, and engagement, and when applied within an organization, new ideas and innovation (which ultimately affects revenue and profit as well). We realized that this “ingredient” was actually composed of four very distinct components, that had to be applied in a specific way in order to create the final product of LUCK. Read on to learn how to bring LUCK to your business.

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Comparing Microsoft Dynamics CRM and Salesforce for Sales Success

Business Management Consulting firm C5 Insight delivers side-by-side comparison of top CRM platforms along with...

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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 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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The Evolution of the Intranet: Creating a Culture of Collaboration

02/18/16 @ 3:00 PM ET
This webcast will be broadcast LIVE from Transitioning Your Intranet to a Digital Workplace - See mo...
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Deminar: Microsoft Social Engagement for Marketing, Sales, Service and Research

02/24/16 @ 2:00 PM ET
In this deminar (that's demo + seminar) session, we will take a look at the Microsoft Social Engagem...
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The 7 Deadly Sins of SharePoint: Planning Success and Avoiding Failure

03/10/16 @ 3:00 PM ET
60% of SharePoint projects are stalled, struggling, or failing, according to research conducted by t...
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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.