Looking 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.
Warren 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.
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.
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?
Maybe 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!
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.
While 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.
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.
New study results uncover common causes of failure and best practices to help businesses of all sizes protect their CRM investment
Why Organizations Are Not Getting More From Collaboration
Comprehensive results explain common issues in attaining successful CRM adoption and discuss best practices to avoid or correct failing...
Educational offerings enhance full suite of business solutions and consulting services
Committee to work with Dean Yi Deng in identifying and executing plans beneficial to long term goals of the College
State-of-the-art building offers entrepreneurial resources and initiatives
Charlotte-based Technology Consulting Firm Conducts Live Microsoft SharePoint 2010 Power User Training for Local Organizations.
Charlotte-based Technology Consulting Firm to Host Live Webcast Comparing Salesforce.com and Microsoft Dynamics CRM
CHARLOTTE, NC - Success Accelerators, C5 Insight and The Network Company announce "Your Business ... Accelerated" - the business technology roadshow.
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:
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.
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9319 Robert D. Snyder Rd.
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