CPR for CRM

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part Two


imageA successful loyalty program not only allows companies to reward their customers but also enriches the business with valuable customer data and feedback. In this entry, we will review the three important program components: operations, platform selection, and vendor selection. 

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Sales Rep CRM Quick Tip: Take a Long-Term View

CRM Quick Tips for Sales RepsIn spite of what you may have heard from CRM software vendors, a customer relationship management system is not a "shot in the arm" or "30 days to productivity". In all but a few teams (those that are highly process-driven) a CRM project takes time to fully adopt.

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Sales Rep CRM Quick Tip: Index


CRM Quick Tips for Sales RepsDoes your organization have a CRM system, but you struggle with making it a useful tool for getting your job done? You're not alone! Sales Rep CRM Quick Tips from C5 Insight are an ongoing set of 5 minute tips that a Sales Rep can use to transform any CRM solution into the most valuable tool in their personal sales toolbox.

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Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part Two


imageA successful loyalty program not only allows companies to reward their customers but also enriches the business with valuable customer data and feedback. In this entry, we will review the three important program components: operations, platform selection, and vendor selection. 

Read More....

 


Sales Rep CRM Quick Tip: Take a Long-Term View

CRM Quick Tips for Sales Reps In spite of what you may have heard from CRM software vendors, a customer relationship management system is not a "shot in the arm" or "30 days to productivity". In all but a few teams (those that are highly process-driven) a CRM project takes time to fully adopt.

Read More....

 


Sales Rep CRM Quick Tip: Index


CRM Quick Tips for Sales RepsDoes your organization have a CRM system, but you struggle with making it a useful tool for getting your job done? You're not alone! Sales Rep CRM Quick Tips from C5 Insight are an ongoing set of 5 minute tips that a Sales Rep can use to transform any CRM solution into the most valuable tool in their personal sales toolbox.

Read More....

 


How to Selectively Sync Folders to OneDrive for Business

OneDrive selective folder syncWhile recently working with some users who are migrating to OneDrive for Business for SharePoint 2013, I was in a discussion about how to use the OneDrive for Business client.  After walking through the capabilities and how to use the sync client, the question was asked about how to selectively sync only certain folders from OneDrive for Business and not the entire library.  Users started uploading a lot of documents, and didn’t want to sync ALL of the files in their OneDrive for Business library.  They only wanted to sync some of the folders offline.  This is possible right?  Okay I must admit I misled you a little bit by the title.  You can’t use the OneDrive for Business sync client and only choose certain folders.  It will only sync the entire library or nothing.  But fear not, the point of this blog is to offer a few viable solutions as stop gaps until Microsoft adds this functionality. 

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Why Collaboration?

Why Collaboration is Changing the Business World 

There is a lot of discussion about collaboration in the workplace, but little explanation as to why it is becoming increasingly important.  This infographic explains the four primary business-drivers behind the movement towards collaboration between employees, customers and suppliers.  

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Back to SharePoint Basics: Part 3–Working With Views

imageIt’s been awhile but I am back to continue on my SharePoint Basics series for SharePoint.  Let’s see where we are:

Back in Part 2, I touched on SharePoint Views briefly in the context of creating content.  In today’s post I want to go a lot deeper with views and show you how to work with them while will help any SharePoint user work more effectively and efficiently.

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No Data

Sales Rep CRM Quick Tip: Take a Long-Term View

CRM Quick Tips for Sales Reps In spite of what you may have heard from CRM software vendors, a customer relationship management system is not a "shot in the arm" or "30 days to productivity". In all but a few teams (those that are highly process-driven) a CRM project takes time to fully adopt.

Read More....

 


Sales Rep CRM Quick Tip: Index


CRM Quick Tips for Sales RepsDoes your organization have a CRM system, but you struggle with making it a useful tool for getting your job done? You're not alone! Sales Rep CRM Quick Tips from C5 Insight are an ongoing set of 5 minute tips that a Sales Rep can use to transform any CRM solution into the most valuable tool in their personal sales toolbox.

Read More....

 


Why Collaboration?

Why Collaboration is Changing the Business World 

There is a lot of discussion about collaboration in the workplace, but little explanation as to why it is becoming increasingly important.  This infographic explains the four primary business-drivers behind the movement towards collaboration between employees, customers and suppliers.  

Read More....

 


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 Named one of America’s Fastest-Growing Private Companies on Inc. Magazine’s Prestigious Inc. 5000 List

Included for the second year in a row, C5 Insight ranks No. 2432 with a three-year sales growth of 158%

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C5 Insight Joins Dynamics CRM User Group as Premium Member

C5 Insight announced today that it has become a Premium Partner member of the prestigious Dynamics CRM User Group...

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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.