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Geoff Ables's Articles

9 Digital Transformation Success Partnership Tips

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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.
Transforming into a digital workplace is no small task.  A partnership to support your transformation requires far more than technical acumen.  There are many components in a digital workplace support partnership, but here are 9 of the most important (and often missing) that I've found.

One Simple Rule to Tame the Task Management Beast

Tell the truth – does your task management system look anything like this picture?  Or, are you a manager and see many of your people managing their tasks like this?

Managing Tasks in CRM Outlook and SharePoint Intranet Office365

Digital Disruption: A Tale of Two Cities

In today's world, every business is at risk of being disrupted.  What's your plan for disruption-proofing your company?

Disruption proof your business

Privacy vs Personalization: Finding the Balance

GDPR CRM Privacy 

Big data makes it possible to serve more people than ever before. New privacy laws and regulations are regularly being passed to protect us from potential abuses. How can organizations balance the benefits of big data with the need for privacy?

Make No Mistake: PEOPLE Drive Business PROCESS

Getting people to adopt new processes is almost always a challenge in business.  Why is that?  Maybe it's because we so often forget the role people play in defining and re-defining processes.  In this article we look at why processes should be people-first.

Change Management Customer Experience Employee Engagement

5 Ways to Create a More Collaborative Workplace Using SharePoint

In today’s workplace, a company’s staff is not limited to employees who come into the office every day. Remote employees (often in their PJs) need to be able to work both independently and on a team.  When people are across the hallway or across multiple time zones, they still need to be able to work together.


SharePoint Collaboration

From CRM to Customer-Centric – Step 1

“I’m not sure our CRM project has anything to do with customers at all. But, if it does, it is something we are doing to our customers, not for our customers.”

That’s what a new client told us in a workshop we delivered to their leadership team. It’s ironic that the most often overlooked stakeholder in CRM projects is the customer!

Read on for one simple starting point for putting the "Customer" back into CRM.

Customer Experience Engagement Obsession Centric First

Digital Leadership: 7 Tips for Better Internal Communication

The way we are communicating is changing. And organizational leaders are struggling to keep up.  Let’s take a look together at 7 simple tips, culled from business leaders that we have coached, for becoming a more digitally engaged executive in your organization.

Digital Leadership Engagement Tips


Digital Transformation: Start With Why

Digital Transformation. It's a long journey.  And, for many companies, the journey doesn't end well.  Here's a simple exercise to help you make your digital journey more engaging ,and better adopted, for the entire team.

Bullseye - undetstanding why your digital workplace project matters

From Managing Customers to Customer Engagement

Today’s customers want more control over their destinies.  And successful companies are giving it to them.  As a result, the old paradigm of CRM is rapidly giving way to customer engagement management (CEM).  In this article we look at practical steps for making the transition.

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

 

Transformation or Adaptation: Rate your Digital Workplace Project

Wondering how much impact your digital workplace project will have? Will it truly be a transformation of what you do, or just an adaptation of what you’re already doing? Those two words sound similar, but they lead to entirely different destinations. Bear with me while I draw a couple of analogies to make my point.

Digital Transformation Office 365 SharePoint Dynamics 365 CRM

Intranet Shark Tank: How a Better Intranet Could Have Helped Mark Cuban

Every time I read the news, it seems there is another organization rocked by scandal. And, like Mark Cuban, it is often a leader who may otherwise be ethical, but who is out of touch with what is really going on inside of their organization.  Read on to learn how building a better intranet could have helped the Shark Tank entrepreneur avoid a scandal.

Mark Cuban Needs a Better SharePoint Intranet

Today’s Customer Care: Omni-Channel Chaos

Customer Service teams are scrambling to work with IT to implement omni-channel communication strategies.  But the challenge is bigger than just technology - it requires a rethinking of the entire customer care role in delivering a state-of-the-art customer experience.

Omni-Channel Customer Care

 

Comparing Microsoft’s Social Options - Teams, Groups, Yammer and More

You're using Office 365, and you're wondering if you should use Outlook Groups, Yammer, Microsoft Teams - or all 3.  Join the crowd!  This article helps you to understand the differences between the options, and which option might be right for your team.

Enterprise Social Solutions Apps

Team Goals: 3 Things You Didn’t Know

Most goals are doomed to fail.  Here’s why - and how you transform struggles into successes.


Goal Fail CRM SharePoint Adoption

No Legacy Systems: Why Startups are Killing Big Businesses

Large businesses pump billions of dollars into technology to become more customer and employee centric. But smaller businesses are using these same technologies to run circles around their larger competitors.

PC 3 - Working

Here's how they're doing it, and some lessons that businesses of all sizes can learn:

Which Emails Should I Track in CRM?

We get that question a lot.

"Hey C5, it's great that we can track emails in our CRM solution with just the click of a button instead of the old copy/paste method that our legacy CRM software required.  But I get a ton of email.  Which emails should I track in CRM?"

It's a simple question that isn't as easy to answer as you may think.  Most people think, "if in doubt ... track it."

PLEASE. DO. NOT. DO. THAT.

Read on for some simple rules and examples to help you decide which emails you should and (perhaps more importantly) should not, track.

Video: Power BI for CRM Customer Care

This 3 minute video demo shows how customer care teams can use the power of business intelligence to constantly improve the customer experience.  The demo uses Microsoft's solutions for business intelligence (Power BI) and customer relationship management (Dynamics CRM).

Dynamics Customer Care Dashboard in Power BI - Screenshot

Infographic: The Counter-Intuitive Truth About the Customer Experience

What would it look like to watch a sports game with no score?  No one would watch!  But that's exactly how most businesses are run today.  This series of infographics takes a look at how the best organizations share the score with their employees in order to create the best customer experience.

Infgraphic - big data and profitability

Connect: The ROI of Better Customer Experience and Employee Engagement Processes

Is all the talk about better customer experiences and employee engagement just hype, or is there an ROI for these investments?

Infographic - ROI of customer experience

3 Steps to Sales Process Success

 

 

 

 

Follow these 3 steps to create your first sales process - or to simplify an over-engineered sales process.

Profit results are 30% greater for firms using a sales process than for those that are not.

5 Myths of CRM + Sales Process

Sales Process DesignI'm always surprised at how few sales teams have adopted a sales process yet; and I'm even more surprised at the number of myths that still exist about sales processes. So, in the interest of helping everyone to take a few steps forward with their sales process, let's dispel a few of the more common myths now.

Infographic: 4 Strategies for Big Data Success

Data – and the ability to capture it, analyze it, and take action based on it – may be the single biggest differentiator between the highest performing companies and everyone else. In this article we take a look at how the leaders are succeeding at creating action from data.

Infographic - big data insights converted into action from IBM research

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.

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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.