CPR for CRM

Sales Rep CRM Quick Tip: Track Your Activities

If you’ve started to track contacts, accounts and your pipeline in CRM, then you’re ready to start tracking activities too.  Most CRM solutions provide a way to track activities such as calls, appointments, emails and tasks.  This article provides some quick tips for tracking your activities.

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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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Microsoft Ignite 2015–Day 4

imageAs we near the end of Ignite, day 4 was still filled with some great technical sessions.  I’ll give you a rundown of everything from SQL High Availability, best practices for branding and page design in SharePoint Online to scaling SharePoint 2013 search.  One of my favorite sessions that I’m excited to share dealt with navigating the landscape of Office 365 tools. 

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Sales Rep CRM Quick Tip: Track Your Activities

If you’ve started to track contacts, accounts and your pipeline in CRM, then you’re ready to start tracking activities too.  Most CRM solutions provide a way to track activities such as calls, appointments, emails and tasks.  This article provides some quick tips for tracking your activities.

Read More....

 


Microsoft Ignite 2015–Day 2


In today's tales from the field, I take you through each session of my day, but also give you a quick look back at something I omitted from the day 1 keynote.  The sessions cover the gamut from information architecture and governance, to search, to OneDrive for Business and best practices for farm solution development. 

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Microsoft Ignite 2015–Day 1 Recap

Spring in Chicago - Ignite 2015It’s still spring time here in Chicago, but it’s also time for Microsoft’s first ever all-in-one product conference named Ignite.  Throughout the rest of this week, I’ll do my best to share with you insights from the day, and highlight innovations or other content I thought was interesting.

What is Ignite?

This Ignite conference is the first (but not last I’m sure) time Microsoft is taking most of all of the other individual product conferences and bringing them all under one roof.  These include TechEd, Exchange, SharePoint, etc.  Content and information is being shared across all 5 days this week, ranging from the normal breakout sessions to hands-on lands, ask the experts sessions with the product teams, exam preparation and certification testing, live-streaming from Channel9, community theaters and of course the expo center.  New this year also is the MyIgnite mobile app, providing the same experience from the web to your mobile device with maps, session info, your customized saved calendar and other goodies. 

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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.

Read More....

 


Microsoft Ignite 2015–Day 4

imageAs we near the end of Ignite, day 4 was still filled with some great technical sessions.  I’ll give you a rundown of everything from SQL High Availability, best practices for branding and page design in SharePoint Online to scaling SharePoint 2013 search.  One of my favorite sessions that I’m excited to share dealt with navigating the landscape of Office 365 tools. 

Read More....

 


Microsoft Ignite 2015–Day 3

WP_20150506_08_20_14_Pro_smIf you’ve been wanting to get some more information on SharePoint 2016, today’s recap is for you!  I’ll briefly review some tips from the great duo of Todd Klindt and Shane Young on upgrading to SharePoint 2013, then I’ll dangle some awesome new not yet released tools for Dynamics CRM and Office 365 straight from the mouth of the great Girish Raja.  I then got some great insights from the master Spence Harbar himself on OneDrive for Business migrations, then rounded out the day diving deep in the new hybrid search service application for SharePoint 2013 / 2016.

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Sales Rep CRM Quick Tip: Track Your Activities

If you’ve started to track contacts, accounts and your pipeline in CRM, then you’re ready to start tracking activities too.  Most CRM solutions provide a way to track activities such as calls, appointments, emails and tasks.  This article provides some quick tips for tracking your activities.

Read More....

 


Microsoft Ignite 2015–Day 3

WP_20150506_08_20_14_Pro_smIf you’ve been wanting to get some more information on SharePoint 2016, today’s recap is for you!  I’ll briefly review some tips from the great duo of Todd Klindt and Shane Young on upgrading to SharePoint 2013, then I’ll dangle some awesome new not yet released tools for Dynamics CRM and Office 365 straight from the mouth of the great Girish Raja.  I then got some great insights from the master Spence Harbar himself on OneDrive for Business migrations, then rounded out the day diving deep in the new hybrid search service application for SharePoint 2013 / 2016.

Read More....

 


Best Practice for Creating Sandbox Instance for CRM 2015 Online Upgrade Testing

CRM Online Instance Picker

If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in 2015 prior to approving your 2015 online production upgrade. The more customizations and managed solutions you have deployed, the more the need for good quality assurance (QA) and user acceptance testing (UAT).

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Sales Rep CRM Quick Tip: Track Your Activities

If you’ve started to track contacts, accounts and your pipeline in CRM, then you’re ready to start tracking activities too.  Most CRM solutions provide a way to track activities such as calls, appointments, emails and tasks.  This article provides some quick tips for tracking your activities.

Read More....

 


Sales Rep CRM Quick Tip: Manage Your Pipeline

Click Here to Open Index of Sales Rep Quick TipsOne of the most important benefits of a CRM solution is that it allows a Sales Rep to track their pipeline. Sadly, this is also one of the areas that many organizations tend to make overly complicated and so painful, that reps often revert back to using a legal pad. This article will provide some tips for using your CRM solution to track your pipeline – and why this is important – regardless of the condition of your CRM solution.

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Sales Rep CRM Quick Tip: Make CRM Your Rolodex

CRM for Contact Management Sales Rep AdoptionLooking for a way to expand usage of your company's CRM?  Here's a simple idea: commit to making it the one and only place that you use to manage your list of contacts. It sounds simple, but it's amazing how many contact lists are spread out over a pile of business cards, in our mobile devices and handwritten on notepads.  This article shares some practical ideas on how to get all of your contacts into CRM.

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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 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.