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Posts Tagged 'business intelligence'

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

The 4 Pillar Digital Workplace Plan

Investing in digital workplace solutions, such as SharePoint, is the easy part of a digital transformation.  In this article, we will look at the 5 components – 4 pillars and a foundation – that make up any digital workplace plan, regardless of the technology.

Digital Workplace Strategy

 

6 Ways an Intranet Fosters Collaboration

Is your team frustrated with too many meetings, struggling to find the information they need to get their jobs done, and become increasingly disengaged? Then it's time to consider a new (or upgraded) intranet. This article lists the top 6 benefits of a modern intranet.

Infographic: 6 Surprising Statistics About Listening to Customers

We all have a few scatterbrained friends. But when it comes to business, almost every organization is too scatterbrained. These 6 surprising statistics will give you some insight into the problems organizations have with listening across channels.

Infographic - Big Data and Omni-Channel Listening

How to Better Understand BI Capabilities in SharePoint

imageWith the imminent release of SharePoint 2016 in the coming months, now is an excellent time to reflect on the current landscape of BI. 

Does this sound familiar? “I need a cool dashboard for manager and other executives.  Can SharePoint do that?”
This post will outline options and give guidance when you have SharePoint and are looking to enhance with graphs and charts to build dashboards.

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.

Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 2

imageWelcome back to part 2 of my review of tips and gotchas for using Power Query with Dynamics CRM OData feeds. Let’s continue our review and talk about how ugly the option set numeric values are, and how you can improve your query times by tweaking (filtering more specifically) the OData URL used in Power Query.

Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 1

imageIf you have been following the Excel business intelligence space lately, you are familiar with all of the slick add-ins Microsoft has introduced with Power Query, Power Pivot and Power Map.  We work with a lot of Dynamics CRM clients, and I recently set out to use some CRM Online data to create some visualizations and dashboards in Excel.  I encountered a few different situations I had to deal with, so in this post I want to walk you through some of the gotchas I found when you use Dynamics CRM data with Power Query. 

    Lead Scoring – Other Ways to Use Scoring – Part 4 of 4

    Using predictive analytics and scoring for more than lead scoring. SharePoint. Dynamics CRM. Salesforce.

    Used properly, scoring is a way not only to optimize your organization’s budget, but also to serve your customers, prospects and employees by trying to respond to them in the most relevant manner possible.  Think of scoring as a way to simulate an individual prioritization process across thousands – or even hundreds of millions – of people, all at once.

    Microsoft Convergence 2014: Humanize the Enterprise

    Members of our team recently had the pleasure of attending Microsoft Convergence, a premier conference for the Microsoft Dynamics community. What really struck me about the conference is that, for a gathering of people seeking more powerful ways to use technology, the common theme always lead back to people, and to building better relationships.

    Microsoft Convergence 2014: Humanize the Enterprise

    Members of our team recently had the pleasure of attending Microsoft Convergence, a premier conference for the Microsoft Dynamics community. What really struck me about the conference is that, for a gathering of people seeking more powerful ways to use technology, the common theme always lead back to people, and to building better relationships.

    Lead Scoring – Collaborate with Sales for More Impact – Part 3 of 4

    Lead Scoring for Salesforce, Dynamics CRM and Marketing Data Warehouse Scoring leads is a great way to make sure that your sales team is working the leads that show the highest propensity of becoming a customer.    This is an ideal area where your marketing, sales and analytical people can collaborate to create something that helps everyone to be more successful.

    Lead Scoring – The Scoring Options – Part 2 of 4

    Lead Scoring in Dynamics CRM and Salesforce.com

    Marketing: Why won’t the salespeople work our leads?

    Sales: Why won’t the marketing people give us good leads?

    Sound familiar?  Part of the answer to this age-old dilemma is lead scoring.  In this post, let’s dive into the different options for lead scoring.

    Lead Scoring – Convert Hot Leads to Customers – Part 1 of 4

    CRM Lead Scoring, Dynamics, Salesforce You may already know that about 80% of the leads that your organization invests thousands of dollars to generate are never worked by your sales team.  But do you know why?  It’s because 98% of the leads you generate … stink.

    And your sales team has no way of knowing which 2% of the leads are worth following up.  So it’s easier for them to work on the deals that are already in the pipeline and work with their networking contacts to generate referrals that are almost always more qualified than those danged marketing leads.

    So how do you help your sales team find the gold nuggets buried in that mountain of leads?

    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.

    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.

    Oh Where, Oh Where has my CRM Gone?

    In recent days, due to some unexpected challenges, I’ve been required to do my job WITHOUT my CRM solution. I have witnessed firsthand a productivity spiral downward without access to what some may roll their eyes at and cast aside as unnecessary.  

     

    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.

    Simplifying BI: Sharing Our Experiences & 3 Steps to Build Something Meaningful TODAY


    The primary reason for this blog post is to share what our experience (aka the real world) has taught us on how to practically implement Business Intelligence (BI) for our clients. I’ll do my best to keep this short-and-sweet, because in all honesty there’s plenty to say on this topic, and enough BI buzzwords and statistics to confuse the entire island of Manhattan!

    Part 2: You Might Need a New Consulting Partner If...


    In March of this year I published a blog entry, You Might Need a New Consulting Partner If..., which was inspired by Jeff Foxworthy's “You Might be a Redneck If” jokes. In this post (part 2), I will share more tips to help you narrow down your options and find the best technology consulting partner for your organization.

    How to Pick the Right Technology Consulting Firm for Your Organization

    Overwhelmed by options
    With so many technology consulting firms to choose from, it is often difficult for decision-makers to sort through the options and offerings and determine the best partner for their organization. Over the past 15 years in the IT industry and business applications realm, I've noticed some key traits that set top consulting firms apart. I hope my insights will help you make the right decision for your organization.

    Extend Your Dynamics CRM Dashboards Using SharePoint

    We use dashboards very heavily internally and have recently expanded our set of core metrics and KPIs to be about 12-15 charts and graphs (depending on special events we may have, etc.). In this post I will tell you about a fairly quick way to create rotating dashboards with SharePoint. SharePoint is the perfect solution for our needs because it allows us to stay within our core systems and leverage the platform.

    Use C5 Insight's RFP Manager to Score a Win!

    Receiving a Request for Proposal  (RFP) or Request for Quotation (RFQ) is generally thought of the same way as a dental appointment a dreaded but necessary activity. As a result, most sales professionals maintain the belief that it's OK to slap a response onto a couple pages in response to the RFP because they have such a great bond with the prospect. I don't agree with this mindset and I'd suggest those professionals should consider a more systematic approach.
     

    Excel Overload: How Much is Too Much?

    excel_logo_Not a Business Intelligence BI tool

    Microsoft Excel is an amazing tool both in terms of the diversity of functions that it can provide and in the depth of data analytics and business intelligence that it makes available to people at every level of an organization.  But too often businesses find that they are using it to solve problems that are much more complex that Excel was intended to solve - and paying a price in terms of employee productivity and costly decisions made using bad data.

    So how do you know you've taken your Excel application too far?  And what do you do about it?

    Time Dimension for Business Intelligence

    dim_timeBusiness Intelligence reporting includes the usage of "dimensions." To put it simply, a dimension is a way that you want to "slice" your metrics. For example, you may have a metric of revenue that you want to track. You may want to track this for dimensions such as product (i.e. provide a report of revenue by product), by territory, or by time. The time dimension is one of the most often requested dimensions for business intelligence reporting - but it can also be one of the most complex to implement. This post takes a look at how to create an effective time dimension for your BI project.

     

     

    Game-Changing Dashboards Combining SharePoint and CRM

     

    SharePoint 2010 and CRM 2011 Dashboards on a Large Monitor

    SharePoint has had excellent dashboard presentation capabilities for a long time now.  Dynamics CRM formally rolled out dashboard reporting with CRM 2011 (although using SharePoint and/or SSRS enabled dashboard reporting with previous versions of CRM).  Now that this functionality is getting embraced and adopted by many organizations, how can it best be leveraged to change the game by truly accelerating performance?  Simple.  Combine the best of Microsoft SharePoint, Dynamics CRM 2011 and TV or large monitors placed in public areas within your business.  Here’s how we’ve done it at C5 Insight.

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    Blog Topics

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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.