CPR for CRM

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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Are you creating value, or just worried about ROI?

imageWarren Buffet once said that “Price is what you pay. Value is what you get.”  In our daily work, we talk a lot about value. However, the truth is, a lot of organizations spend a lot of time, effort, and money trying to measure ROI – the precise financial impact of an initiative - without first understanding the value to the business. This blog entry breaks down how to generate both organic ROI and real business value.

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Data Migration from CRM 2011 to CRM 2015

One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading.  This article provides a number of options to consider.

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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.

Read More....

 


Are you creating value, or just worried about ROI?

imageWarren Buffet once said that “Price is what you pay. Value is what you get.”  In our daily work, we talk a lot about value. However, the truth is, a lot of organizations spend a lot of time, effort, and money trying to measure ROI – the precise financial impact of an initiative - without first understanding the value to the business. This blog entry breaks down how to generate both organic ROI and real business value.

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....

 


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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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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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.

Read More....

 


Data Migration from CRM 2011 to CRM 2015

One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading.  This article provides a number of options to consider.

Read More....

 


Beware of the Phantom Web Resources in your CRM system

Have you ever wondered where some of those "missing components" come from when adding an entity to a solution? Check out the rest of this blog for some insight into this common predicament.

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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.

Read More....

 


Data Migration from CRM 2011 to CRM 2015

One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading.  This article provides a number of options to consider.

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....

 


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.