CPR for CRM

Using AutoSPInstaller to Build a Three-Tier SharePoint 2013 Farm – Part 1

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In this 2-part series I am going to take you through all of the necessary steps to use autospinstaller to build a 3 server farm doing remote installations on Windows Server 2012 R2 with SharePoint 2013 recent CU. (When I say all, I am referring to the SharePoint relevant pieces and the autospinstaller.) Continue reading for SharePoint 2013 (2010) installation.

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Getting the Website URL When Importing Leads Into CRM

Extract Website URL from Email Address using Excel for Microsoft CRM Salesforce ImportEver received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.

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Forget Technology, Focus On People

imageThe latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business.  But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.

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Forget Technology, Focus On People

imageThe latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business.  But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.

Read More....

 


Sales Rep CRM Quick Tip: How to Start (and Finish) Every Day in CRM

Let’s face it, customer relationship management applications can be confusing. There are lists of lead, accounts, contacts, opportunities and – in some cases – other things like products, quotes and orders. With all of these things you can do, we are frequently asked, “where do I begin and how do I start each day with my CRM application?”

The answer is simple … but how you arrive at the simple solution takes some discipline.

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Sales Rep CRM Quick Tip: 4 Steps for CRM Account Management

It costs about 7 times more to win a new customer than it does to retain and grow a relationship with an existing customer.

But most Sales Reps receive very little training on how to prioritize different customer relationships.  Just a little bit of work with your customer relationship management (CRM) system can mean a boost of 10% or more to standard commissions – and to overall sales!

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Using AutoSPInstaller to Build a Three-Tier SharePoint 2013 Farm – Part 1

SNAGHTMLf8ffd7d

In this 2-part series I am going to take you through all of the necessary steps to use autospinstaller to build a 3 server farm doing remote installations on Windows Server 2012 R2 with SharePoint 2013 recent CU. (When I say all, I am referring to the SharePoint relevant pieces and the autospinstaller.) Continue reading for SharePoint 2013 (2010) installation.

Read More....

 


Forget Technology, Focus On People

imageThe latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business.  But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.

Read More....

 


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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Getting the Website URL When Importing Leads Into CRM

Extract Website URL from Email Address using Excel for Microsoft CRM Salesforce ImportEver received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.

Read More....

 


Forget Technology, Focus On People

imageThe latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business.  But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.

Read More....

 


Sales Rep CRM Quick Tip: How to Start (and Finish) Every Day in CRM

Let’s face it, customer relationship management applications can be confusing. There are lists of lead, accounts, contacts, opportunities and – in some cases – other things like products, quotes and orders. With all of these things you can do, we are frequently asked, “where do I begin and how do I start each day with my CRM application?”

The answer is simple … but how you arrive at the simple solution takes some discipline.

Read More....

 


Getting the Website URL When Importing Leads Into CRM

Extract Website URL from Email Address using Excel for Microsoft CRM Salesforce ImportEver received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.

Read More....

 


Forget Technology, Focus On People

imageThe latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business.  But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.

Read More....

 


Sales Rep CRM Quick Tip: How to Start (and Finish) Every Day in CRM

Let’s face it, customer relationship management applications can be confusing. There are lists of lead, accounts, contacts, opportunities and – in some cases – other things like products, quotes and orders. With all of these things you can do, we are frequently asked, “where do I begin and how do I start each day with my CRM application?”

The answer is simple … but how you arrive at the simple solution takes some discipline.

Read More....

 


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.