The latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business. But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.
Let’s face it, customer relationship management applications can be confusing. There are lists of lead, accounts, contacts, opportunities and – in some cases – other things like products, quotes and orders. With all of these things you can do, we are frequently asked, “where do I begin and how do I start each day with my CRM application?”
The answer is simple … but how you arrive at the simple solution takes some discipline.
It costs about 7 times more to win a new customer than it does to retain and grow a relationship with an existing customer.
But most Sales Reps receive very little training on how to prioritize different customer relationships. Just a little bit of work with your customer relationship management (CRM) system can mean a boost of 10% or more to standard commissions – and to overall sales!
In this 2-part series I am going to take you through all of the necessary steps to use autospinstaller to build a 3 server farm doing remote installations on Windows Server 2012 R2 with SharePoint 2013 recent CU. (When I say all, I am referring to the SharePoint relevant pieces and the autospinstaller.) Continue reading for SharePoint 2013 (2010) installation.
Have you ever opened SharePoint Designer, clicked on Workflows, and saw nothing? I sure did and was able to fix it. In today's blog post, we'll do a quick primer of SharePoint reusable workflows, then I'll discuss the problem and all the troubleshooting I did to try and fix the issue. Finally I'll review the magical steps necessary steps I took to actually resolve it.
Everyone wants to know which of their accounts have not been followed up recently. But using the Neglected Accounts report is just sooo 1995. Nobody uses reports anymore – we want everything as a view, chart or dashboard! But until the most recent release of Dynamics CRM, the only way you could create a Neglected Accounts view was thru installing add-on products or developing code.
Ever received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.
Business Management Consulting firm C5 Insight delivers side-by-side comparison of top CRM platforms along with...
New study results uncover common causes of failure and best practices to help businesses of all sizes protect their CRM investment
Why Organizations Are Not Getting More From Collaboration
Educational offerings enhance full suite of business solutions and consulting services
Committee to work with Dean Yi Deng in identifying and executing plans beneficial to long term goals of the College
State-of-the-art building offers entrepreneurial resources and initiatives
Charlotte-based Technology Consulting Firm Conducts Live Microsoft SharePoint 2010 Power User Training for Local Organizations.
Charlotte-based Technology Consulting Firm to Host Live Webcast Comparing Salesforce.com and Microsoft Dynamics CRM
CHARLOTTE, NC - Success Accelerators, C5 Insight and The Network Company announce "Your Business ... Accelerated" - the business technology roadshow.
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:
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.
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