CPR for CRM

CRM vs ERP: Where to Handle Quotes and Order Entry?

CRM vs ERP for quotes orders pricebook catalog

Are your customer care or inside sales reps straddling CRM (customer relationship management) and ERP (enterprise resource planning, or accounting) systems in order to get their jobs done?  Is it slowing them down?  Are they missing opportunities to collaborate with your field sales reps because they don't have enough time to keep things updated in CRM?  Are your outside sales reps asking for more information about order history to be visible in CRM?

This article takes a look at the benefits of handling these processes in CRM rather than in an ERP solution.

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4 Reasons Why You Should Use Excel to Create a Survey

SNAGHTML13b5de3Maybe you didn’t even know, but if you are using Office 365 or OneDrive, you can use Excel to create a survey, share it with others, and easily get the results.  This blog details why you should use Excel to create a survey.  Using Excel won’t be for everyone depending on your requirements, but it does serve a purpose in the landscape of survey tools. Find out what you didn't know before! 

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Dynamics CRM – Spring 2015 Related Products Roadmap

Dynamics CRM 2015 - Related Products RoadmapMany improvements to Dynamics CRM were announced last week at Microsoft Convergence 2015. But CRM isn't really just one application anymore - there are a host of things that companies need to consider in order to work together better both externally with customers and internally with employees who are striving to serve those customers.  This article looks at recent and upcoming improvements to Microsoft Dynamics Marketing (MDM), Social Listening, Parature and Unified Service Desk; as well as some of the more standard products such as Excel, SharePoint and Outlook.

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CRM vs ERP: Where to Handle Quotes and Order Entry?

CRM vs ERP for quotes orders pricebook catalog

Are your customer care or inside sales reps straddling CRM (customer relationship management) and ERP (enterprise resource planning, or accounting) systems in order to get their jobs done?  Is it slowing them down?  Are they missing opportunities to collaborate with your field sales reps because they don't have enough time to keep things updated in CRM?  Are your outside sales reps asking for more information about order history to be visible in CRM?

This article takes a look at the benefits of handling these processes in CRM rather than in an ERP solution.

Read More....

 


Dynamics CRM – Spring 2015 Related Products Roadmap

Dynamics CRM 2015 - Related Products RoadmapMany improvements to Dynamics CRM were announced last week at Microsoft Convergence 2015. But CRM isn't really just one application anymore - there are a host of things that companies need to consider in order to work together better both externally with customers and internally with employees who are striving to serve those customers.  This article looks at recent and upcoming improvements to Microsoft Dynamics Marketing (MDM), Social Listening, Parature and Unified Service Desk; as well as some of the more standard products such as Excel, SharePoint and Outlook.

Read More....

 


Dynamics CRM Roadmap – Spring 2015 and Beyond

New CRM Spring 2015 SiteMap Menus

Get ready ... CRM 2015 just came out, but the spring release is just a few months away.  Microsoft is including a lot of new features in this release that you'll want to take advantage of including: new (easier) navigation, OneNote integration and Power BI dashboards.

Read More....

 


4 Reasons Why You Should Use Excel to Create a Survey

SNAGHTML13b5de3Maybe you didn’t even know, but if you are using Office 365 or OneDrive, you can use Excel to create a survey, share it with others, and easily get the results.  This blog details why you should use Excel to create a survey.  Using Excel won’t be for everyone depending on your requirements, but it does serve a purpose in the landscape of survey tools. Find out what you didn't know before! 

Read More....

 


Collaboration at Microsoft Convergence

A lot of exciting information is being shared this year at Microsoft Convergence in Atlanta, GA.  This post summarizes the highlights of day 1, with a focus on the sessions that discussed working together better inside and outside of the organization - customer and employee engagement.  We will pay particular attention to the discussions around collaboration in this post.

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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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CRM vs ERP: Where to Handle Quotes and Order Entry?

CRM vs ERP for quotes orders pricebook catalog

Are your customer care or inside sales reps straddling CRM (customer relationship management) and ERP (enterprise resource planning, or accounting) systems in order to get their jobs done?  Is it slowing them down?  Are they missing opportunities to collaborate with your field sales reps because they don't have enough time to keep things updated in CRM?  Are your outside sales reps asking for more information about order history to be visible in CRM?

This article takes a look at the benefits of handling these processes in CRM rather than in an ERP solution.

Read More....

 


Dynamics CRM – Spring 2015 Related Products Roadmap

Dynamics CRM 2015 - Related Products RoadmapMany improvements to Dynamics CRM were announced last week at Microsoft Convergence 2015. But CRM isn't really just one application anymore - there are a host of things that companies need to consider in order to work together better both externally with customers and internally with employees who are striving to serve those customers.  This article looks at recent and upcoming improvements to Microsoft Dynamics Marketing (MDM), Social Listening, Parature and Unified Service Desk; as well as some of the more standard products such as Excel, SharePoint and Outlook.

Read More....

 


Dynamics CRM Roadmap – Spring 2015 and Beyond

New CRM Spring 2015 SiteMap Menus

Get ready ... CRM 2015 just came out, but the spring release is just a few months away.  Microsoft is including a lot of new features in this release that you'll want to take advantage of including: new (easier) navigation, OneNote integration and Power BI dashboards.

Read More....

 


CRM vs ERP: Where to Handle Quotes and Order Entry?

CRM vs ERP for quotes orders pricebook catalog

Are your customer care or inside sales reps straddling CRM (customer relationship management) and ERP (enterprise resource planning, or accounting) systems in order to get their jobs done?  Is it slowing them down?  Are they missing opportunities to collaborate with your field sales reps because they don't have enough time to keep things updated in CRM?  Are your outside sales reps asking for more information about order history to be visible in CRM?

This article takes a look at the benefits of handling these processes in CRM rather than in an ERP solution.

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.

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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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Failure to Connect: Why Organizations Are Not Getting More From Collaboration

Curtis Hughes selected as featured speaker to discuss the evolution of collaboration for...

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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 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 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.