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Posts Tagged 'Best Practice'

We are pleased to present below all posts tagged with 'Best Practice'. If you still can't find what you are looking for, try using the search box.

Field Questions and their CRM Equivalent

How do you ask the right questions when a user asks for a new Dynamics 365 field?  And how do you translate that request into the best design?  Let's take a look!

Administering Dynamics 365 CRM - Adding a field

Can You Add a CRM Field Please?

Sometimes saying "yes" to make your CRM users happy can create unnecessary complexity that chips away at the user experience and, ultimately, hurts adoptin. In this article we'll look at some helpful questions to ask before adding a new field to CRM. 

CRM Best Practices - Too Many Fields

Six Tips To Manage Active Listening In Your Next Meeting

How many times have you facilitated a meeting where you shared all of the information that needed to be covered, only to have people messaging, emailing or calling with questions about the content an hour, a day or a week later? Frustrating right? So how do you achieve the goals of your next meeting, in a meaningful way, that will stick with your audience? Let's examine 6 quick tips.


Characteristics of a Failing CRM Project

CRM leadership failure

According to our CPR for CRM study, which is also confirmed by Merkle Group Inc.’s 2013 study, CRM projects have up to a 60% failure rate. In other words, when you launch a CRM project, the chances are that it will end in failure! After a recent webcast discussion of CRM failure, we were asked to engage with a company who had started off strong, but after a few years, they were struggling. The issues they were experiencing were typical of many other companies that we work with.  See if these symptoms sound familiar to you...

 

Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

Dynamics CRM Import Checklist

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

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.

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.

“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?

Insert A Little LUCK Into Your Channel Strategy To Optimize Your Partnership

In order for a channel strategy to be successful, the investment does not end with implementation. It takes a lot of hard work and a little LUCK along the way.

Micro Mentoring – Can you really afford NOT to take the time?

Mentoring is one of those things that seems to make tons of sense to people but rarely if ever gets done. The days of new employees being given a formal mentor and six weeks to six months of “ramp up time” appear to be long gone for most companies, regardless of their size or industry.

Micro Mentoring – Can you really afford NOT to take the time?

Mentoring is one of those things that seems to make tons of sense to people but rarely if ever gets done. The days of new employees being given a formal mentor and six weeks to six months of “ramp up time” appear to be long gone for most companies, regardless of their size or industry.

Miss Manners for Marketing: 5 Basic Marketing Etiquette Tips

Marketing is a conversation, a relationship, not a one-sided battle to see who can yell the loudest.  I’d rather have 100 readers devour every morsel of content over 1,000,000 recipients who ignore - or worse - delete it.  This blog entry discusses five basic marketing etiquette tips. 

Making Change Requests a Positive Experience

Change requests always seem to start out top of mind as a positive concept when a project kicks off. However, mid-way through they always seem to be the proverbial elephant “afterthought” in the room. If this is a common issue for your project team, take a look at these five tips to help prevent this pitfall moving forward.

Building Better Bridges Part 2: Five Best Practices to Align Sales and Marketing


10133444_sToday’s Marketing Executive should serve as a bridge builder, thriving in the intersection of technology and adoption. In this blog, we’ll look at five best practices to help Sales and Marketing close the interdepartmental divide.

Create a Simple Time-Based Email Reminder for SharePoint Calendar Events

imageSee if this sounds familiar:
Someone asks you “Can I get an email reminder for these events on the team calendar?”.  You think well, we can set alerts, so you go look into the alert settings, so you go look into the alert settings, and quickly realize that alerts don’t work like that.  The alert mechanism in SharePoint will send the alert subscriber an email based on an action happening on the item (it is being created, edited, etc).  We need the trigger to be based on a date.  So what to do? 

Project Lifecycle Management

Just as no two clients are the same, no two projects are the same. Thus the characteristics of the solution, the team, the timeline and whether or not it is an initial implementation or an enhancement should be weighed before selecting a project management methodology. 
This blog will explore the basic functions of: Six Sigma, Waterfall, and Agile approaches.  

Installing Microsoft OneNote 2013 On Your Mac Or PC

 

When it comes to effectively taking notes, OneNote leaves Word in the dust. Don’t get me wrong, Microsoft Word is an excellent program and is very useful for specific tasks, but note-taking isn’t one of them. OneNote allows users to take notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.

LUCK Guided User Adoption

Many organizations believe that thorough training is the only step necessary to ensure user adoption—this assumption could not be more wrong. Effective user adoption begins at the planning stage of a project and is threaded throughout the life cycle. Learn how we apply The LUCK Principle™ to every step of the process.


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.  

All I Really Need To Know About CRM I Learned In Kindergarten

Today's busy professional spends a good deal of time tripping over technology. Somewhere along the way, we've convinced ourselves that the very tools invented to make our lives easier seem to do exactly the opposite. Speaking as someone with minimal technical expertise and absolutely no development background, I recently stumbled upon a striking realization. All I really need to know about CRM, I learned in Kindergarten.  

Five Ways NOT to Prioritize Initiatives for your Organization and Yourself!

Even with the expansive good information out there, companies do the darnedest things when choosing from initiatives that are vying for constrained resources. Surely your organization has never done any of the things outlined here...

5 Keys to Protecting Customer Data in CRM

Concerned about how to protect your customers and the data in your CRM system?  So are many business executives.  But you may find some surprises in the 5 keys to protecting one of your most valuable assets.

Relationships take work. A lot of sincere work...

A shift towards improved decision making is desired…no, demanded. This requires the many key ingredients we all know so well, like good data, timely data, analytical tools and skill sets to pull analytics into a format understandable to all stakeholders.

 

What Should Be in a Business Case?

A business case should be well thought out, inclusive from all angles and contain involvement from all affected parties. In this blog, we review components that should be involved within a business case for full transparency.

CRM Adoption Tips: Keep Your Lists Short and Manageable

CRM is Too Complex “Paralysis by analysis” means having so much data that it becomes difficult to take any action. And it is an issue that organizations frequently run into with getting users to adopt a customer relationship management solution. Users see long lists of activities, leads, opportunities, cases and accounts - and they don’t know where to begin to manage their day in the CRM system. The results can be devastating to the bottom line and often include: failing to work the best leads, opportunities slipping through the cracks, key customers being ignored and follow-up commitments aren't met. Ultimately, it may lead your team to abandon CRM and go back to more familiar ways to manage relationships.

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.