CPR for CRM

2014 C5 Insight Best Of Blog Round Up

Everywhere you look on the internet these days, you see Best of 2014 lists. And rightfully so – as we prepare to embark on 2015, it’s natural to gaze back across our most recent journey around the sun. In the spirit of helping you navigate through the more than 80 blogs we published in 2014, we’ve compiled a quick round-up of some of our most helpful and popular entries.

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From CRM 2011 to CRM 2015: 9 New Form Features

CRM 2015 Has Maps on Forms

Welcome to the third in a six-part series on the new features available to you if you are upgrading from CRM 2011 to CRM 2015, with a focus on changes made to CRM forms.

In this article, we will look at 9 new features available on the forms within Microsoft Dynamics CRM 2015.

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8 Features in Outlook 2013 You Probably Aren’t Using

Outlook-2013If you’ve worked anywhere and had a cubicle in the last 15 years, you likely use Outlook to get and send email.  Even though we all use Outlook, there are features (some new, some not) that if you take the time, can help your day to day be a LITTLE easier.  I’m not saying this features will make you coffee or solve world peace, but every bit helps right?  Let’s look at 8 great features in the latest iteration of Outlook (2013).   

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2014 C5 Insight Best Of Blog Round Up

Everywhere you look on the internet these days, you see Best of 2014 lists. And rightfully so – as we prepare to embark on 2015, it’s natural to gaze back across our most recent journey around the sun. In the spirit of helping you navigate through the more than 80 blogs we published in 2014, we’ve compiled a quick round-up of some of our most helpful and popular entries.

Read More....

 


From CRM 2011 to CRM 2015: 9 New Form Features

CRM 2015 Has Maps on Forms

Welcome to the third in a six-part series on the new features available to you if you are upgrading from CRM 2011 to CRM 2015, with a focus on changes made to CRM forms.

In this article, we will look at 9 new features available on the forms within Microsoft Dynamics CRM 2015.

Read More....

 


8 Features in Outlook 2013 You Probably Aren’t Using

Outlook-2013If you’ve worked anywhere and had a cubicle in the last 15 years, you likely use Outlook to get and send email.  Even though we all use Outlook, there are features (some new, some not) that if you take the time, can help your day to day be a LITTLE easier.  I’m not saying this features will make you coffee or solve world peace, but every bit helps right?  Let’s look at 8 great features in the latest iteration of Outlook (2013).   

Read More....

 


Making Your Visio Drawing More Valuable with Live Data and Data Graphics

imageWhen it comes to Visio's high quality, yet static content, can we make that flat data more interactive and fresh?  Sure, with Data Graphics!  Some people refer to drawings like this as having data-behind.  You might have seen the Supply Chain example from Microsoft in a number of demos, and think that it must be some overly complicated configuration.  It’s not!

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How to Add the ID Column to SharePoint Email Alerts

imageGenerally the out of the box provided ID column is used as the “Issue ID” since it auto-increments by default.  Invariably, users need to be notified whenever issues are created or updated, so they subscribe to alerts on the list.  When they get their notification email, they notice that the Issue ID is missing, so they aren’t sure exactly which issue got updated. 

We can fix this by adding the ID field to the email alert file.  Let's take a look how.

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What Am I Missing from SharePoint 2013?

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The purpose of this article is to try and compile a list of features removed or discounted features, not list all of the changes or improvements in SharePoint 2013.  This list will vary somewhat depending if we’re talking SharePoint on-premise or SharePoint online, but I’ll try to call out the differences where applicable. 

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No Data

“It’s not me, it’s you”: 4 reasons why your CRM is failing


CRM10Failure, at its core, can take on many forms. When it comes to CRM, failure can mean a low adoption rate, un-integrated platforms that lack of one view to customer/partner/prospect data, or a costly investment with no return. Many assume that as technology has evolved, failures have decreased. The C5 Insight team set out to find out the truth about CRM failure. Is it on the decline, or are we kidding ourselves in thinking it possibly could be?

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Sales Intelligence Options for CRM Solutions

Sales Intelligence and Customer Relationship Management - Salesforce and Dynamics CRM

The Internet and tighter budgets have forever changed how prospects are making buying decisions.  Research in the book tells us that prospects are over 50% of the way through the buying process by the time they initiate contact with a vendor. 

Sales Intelligence solutions, integrated with CRM, are a part of the answer to this dilemma.  In this article, we will take a look at the top sales intelligence solutions on the market today.

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9 Tips to Re-Engage your CRM Use


Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.  

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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 Joins Dynamics CRM User Group as Premium Member

C5 Insight announced today that it has become a Premium Partner member of the prestigious Dynamics CRM User Group...

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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.