CPR for CRM

Quick Tip: Microsoft Dynamics CRM Spring 2015 - Immersive MS Excel

The release of Microsoft Dynamics CRM – Spring 2015 includes a helpful new feature; Immersive Excel. This functionality allows a user to manipulate Dynamics CRM data in MS Excel, without the cumbersome "Export to Re-import" process required in the past.

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Defining Failure? Stop Blaming Technology

AKTweetThere is a big issue in business these days – blaming technology for people problems.Though it’s true that technology can be fickle and frustrating and even I have often restrained myself from sending my laptop sailing out the window, well…it’s a computer. Can we all just agree, collectively, to assert our human brain’s superiority and stop blaming technology? Here are a few ways to start bringing people back into the mix.

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The Components of a Successful Roadmap Engagement – Part Two

8b502c8a42e8fa0cff48581c8792678c[1]In part two of this successful roadmap engagement series, we'll look at Risk and Obstacle Evaluation, Business Case and ROI, Culture Change, Training, Adoption, and Future Planning.

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Defining Failure? Stop Blaming Technology

AKTweet There is a big issue in business these days – blaming technology for people problems.Though it’s true that technology can be fickle and frustrating and even I have often restrained myself from sending my laptop sailing out the window, well…it’s a computer. Can we all just agree, collectively, to assert our human brain’s superiority and stop blaming technology? Here are a few ways to start bringing people back into the mix.

Read More....

 


The Components of a Successful Roadmap Engagement – Part Two

8b502c8a42e8fa0cff48581c8792678c[1]In part two of this successful roadmap engagement series, we'll look at Risk and Obstacle Evaluation, Business Case and ROI, Culture Change, Training, Adoption, and Future Planning.

Read More....

 


Getting the Most ROI and User Acceptance from Your Business Systems

You may have just made the momentous decision to purchase a new CRM or ERP system, or perhaps you have had your systems for some time. With many companies offering ‘Best of Breed’ business systems, one thing typically remains true: each of these systems are silos of data and information. This blog details real-world benefits of systems integration.

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Resolve Stubborn Missing Reusable Workflows in SharePoint Designer

imageHave 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.

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2 Easy Ways to Calculate Working Days Inside a SharePoint Workflow

I’m in the midst of two different major workflows for clients right now, one of them being an HR New Hire Onboarding request and approval process.  One small but critical requirement of the process was that each level of approval needed a two business day wait period. In this post I'll demonstrate 2 easy ways to be able to calculate working or business days inside a SharePoint workflow.

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Measuring Enterprise Social Collaboration

ROI and value of enterprise social collaborationThe days of the production-line worker, the inbox/outbox process and any other repetitive task for humans to perform – are vanishing quickly. With automation, apps and robotics replacing humans at an unprecedented rate, our ability to collaborate to innovate, inspire, inform and to discover new insights might be one of the last ways to differentiate human labor from an automated workforce. But there is a problem. Most organizations have only a vague notion of how they are doing with social collaboration – let alone a vision and measurable goals for how they will make improvements. 

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Quick Tip: Microsoft Dynamics CRM Spring 2015 - Immersive MS Excel

The release of Microsoft Dynamics CRM – Spring 2015 includes a helpful new feature; Immersive Excel. This functionality allows a user to manipulate Dynamics CRM data in MS Excel, without the cumbersome "Export to Re-import" process required in the past.

Read More....

 


Debugging Plug-in Made Easy for Dynamics CRM Online

imageIs Exception Handling one of the easiest ways to track values of variables used in C# plugin for Dynamics CRM Online? It was really helpful for me, when I found that developers can use the Profiler in the Plugin Registration Tool to debug a C# plugin. Here is a step by step guide for the whole process.

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Replace Tasks with Queues for Inside Sales Productivity

queueInside Sales teams are rapidly replacing traditional sales teams.  This approach to sales is resulting in significant productivity gains, improvements in responsiveness to prospects and customers, and cost savings.  It also introduces an ability to have a much tighter and more buyer-driven sales process.  But it also requires some rethinking of the tools used in CRM to support the sales function.

Activity planning and management is one of those areas. Learn how queues can boost the productivity of the Inside Sales team.

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Replace Tasks with Queues for Inside Sales Productivity

queueInside Sales teams are rapidly replacing traditional sales teams.  This approach to sales is resulting in significant productivity gains, improvements in responsiveness to prospects and customers, and cost savings.  It also introduces an ability to have a much tighter and more buyer-driven sales process.  But it also requires some rethinking of the tools used in CRM to support the sales function.

Activity planning and management is one of those areas. Learn how queues can boost the productivity of the Inside Sales team.

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Sales Rep CRM Quick Tip: Use CRM to Identify and Convert More Leads

Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead?  And did you know that 60%-95% of sales leads are never worked at all?  That’s a huge amount of untapped potential!

In this article, we will look at the "3 C's" of lead management using customer relationship management.

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Bringing the Cloud Down to Earth


It’s your data. Don’t let great on-line transactional systems limit your analytics needs. Bring the cloud down to earth, then slice and dice to your heart’s content. This blog will discuss three ways to accomplish this.

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Comparing Microsoft Dynamics CRM and Salesforce for Sales Success

Business Management Consulting firm C5 Insight delivers side-by-side comparison of top CRM platforms along with...

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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 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.