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Geoff Ables's Articles

4 Reasons Why Using CRM Helps You Manage Better Sales Meetings

In this blog, we'll explore why and how sales managers can use CRM to both run and inform sales meetings and present a plan you can follow for more efficient meetings.



Microsoft Lists: Managing Lists in Microsoft Teams, SharePoint, and Microsoft 365

If you're using Microsoft 365, managing lists is about to get a whole lot easier. Learn seven capabilities of Microsoft Lists and four practical ways to start implementing them in your organization.

 

The Engaged Digital Leader: 5 Ways Executives and Managers Can Improve Digital Engagement

What is the role of executives and managers when it comes to adopting digital engagement practices? Watch the free workshop on The Engaged Digital Leader and learn 5 practices to improve your digital leadership.


engaged digital leaders and managers 81% statistics

Updating Microsoft 365 Group Settings for Distribution and Team Invitations

Microsoft has made many changes to the default settings of Microsoft Teams and Microsoft 365 Groups in order to minimize confusion. Learn how to better administer Microsoft 365 Groups and get an understanding of what each setting does.

Team working on computer Updating Microsoft 365 Group Settings for Distribution and Team Invitations

How to Avoid Digital Disruption in the Workplace with Digital Etiquette

In the wake of COVID-19 and digital distractions at an all-time high, how much time is your team losing? Learn how can you harness the best of digital transformation without creating unnecessary digital interruptions that destroy creativity, productivity, and morale.

Using Microsoft Teams Instead of Zoom for Large 250+ Attendee Meetings

Did you know that you can go beyond the 250 attendee limit by using a Microsoft Teams Live Event with up to 10,000 attendees? This blog explains how to replace Zoom meetings and instead use Microsoft Teams for all of your internal meetings.


Screenshot showing a live event produced using quick start method

Electronic Paycheck Protection Program Loan Application for Small Banks

Banks are struggling to be able to support the CARES Act’s ability to help small businesses through the Paycheck Protection Program (PPP). As a small way to help out, we have used Microsoft Forms Pro (part of Office 365) to create an electronic PPP application. The form contains everything you are likely to need to know as a lender to support your small business customers with these loans at this critical time.

Free Electronic Paycheck Protection Program Loan Application

21 Virtual Training Sessions for Your Digital Workplace in 2020

Join us for 21 online sessions in 2020 to learn about digital workplace communications and collaboration using Office 365, Dynamics 365, SharePoint, Microsoft Teams and more! 

c5 insight graphic 21 virtual training sessions for your digital workplace webinars

COVID-19 Coronavirus and Your Digital Workplace

What's your business strategy for dealing with coronavirus COVID-19 and the economic impact? C5 Insight is taking steps to protect our clients and communities, and to lead the way with creating more resilient digital workplaces.

COVID-19 Digital Workplace

What Do Corkscrews Have to Do With Customer and Employee Engagement?

What do wine and corkscrews have to do with creating more people-centric digital workplaces? Quite a bit as it turns out. This article looks at how some everyday things can teach us lessons about customer experiences and employee engagement.

St. Patrick's Day Gift - C5 Insight

2 Days of Strategic CRM Workshops

Join us for 4 CRM Leadership, Planning and Adoption Workshops over the course of 2 days. 

Targeted to organizations struggling with customer relationship management or launching new CRM projects. Oct. 14-15, 2019 in Orlando FL. Use our discount code for 10% savings.

Understanding Dynamics 365 CRM Playbooks

Microsoft recently released Playbooks for Dynamics 365 for Sales. But the functionality isn't likely to live up to user or administrator expectations. In this article we take a look at this functionality, how it works, and the shortcomings you need to know about.

Dynamics 365 Playbook Dashboard

Why Can’t SharePoint Search be as Easy as Google?

Have you ever talked to someone who says, “Searching SharePoint is so easy – I find exactly what I’m looking for every time!”Me neither.Why the gap? And what can be done to close it?Your Intranet is not Like the InternetThe internet (let’s call it the web to avoid confusion) is not like your SharePoint intranet. The web is full of general information and when you’re searching it, you’re usually looking for general results. It is also powered by people who are interested in having their stuff fou ...

Accessing the D365 Legacy Web Client for Configuring v 9.1

Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM versions of CRM) is not intuitive in version 9.1. Here are super-quick instructions for finding it.

Dynamics 365 Legacy Web Interface - Unified Interface

5 Technologies for a Culture of Celebration

Infographic - Celebration and Employee Engagement

Teams that celebrate together tend to have higher levels of engagement, performance and innovation.  In fact, 81% of employees report that they feel more valued and 77% report feeling more engaged when celebrations are successfully delivered at work.  In this article we explore digital workplace technologies that aid in creating a culture of celebration.

6 Ways to Celebrate at Work

Celebrate at Work

Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed.  Here are 6 ideas for celebrating more, and better, in your workplace.

The ROI of a People-Centric Digital Workplace

Organizations often make big investments into digital customer and employee engagement–without understanding the return. In this article, we explore the ROI of a people-centric digital workplace.

C5 Insight fitness tracker people-centric workplace

Failure to Adopt CRM: 7 Myths and 10 Realities

The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt.  Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.

Infographic - Statistics on CRM Failure

12 Reasons Why: CRM Activity Management Adoption

Why Use CRM to Track Activities?

Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.

4 Things Successful Employees Do When Co-Workers Complain

Complaints: Sometimes they’re valid. Sometimes they’re drama. And sometimes they’re toxic.

Companies with great cultures don't leave it to leaders to respond to complaints. Every employee plays an active role in identifying and responding to complaining co-workers.  Here's how they do it.

4 Things Leaders Do When Employee Complain

Attend CRM Workshops - Get Lead Conversion and CRM Consulting for Free!

Whether you're just starting a CRM or Customer Engagement project, or want to bring more focus to an existing project, these non-technical sessions are designed for sales/marketing/service leaders, project managers, and administrators.




Omni-Channel = Big Data

Omni-Channel Customer Experience Big Data

Infographic: Omni-Channel customer engagement strategies are resulting in big data that's growing even bigger!  

Building a SharePoint Digital Workplace Business Case

Ready to upgrade or implement a digital workplace or intranet project, but having a hard time convincing your leadership team?  Building a business case can be a daunting and nuanced process - let's take a look at some proven approaches for getting buy-in for your SharePoint or similar project.

sharepoint roi business case

Digital Workplace: The New Wild West

Does it feel like "collaboration" technology is disrupting your workplace instead of making it more productive, efficient and engaged?  You're not alone.

Digital Workplace Disruption

9 Digital Transformation Success Partnership Tips

Looking for a partner to help you work through a customer or employee engagement digital transformation project? Supporting your transformation requires far more than technical skills. Here are 9 tips for selecting the right partner...

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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.