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From the category archives: Customer and Employee Engagement Blog

Blog entries related to customer experience management (CXM) and customer relationship management (CRM)

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?

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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

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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

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What Acupuncture Taught Me About Organizational Culture

Corporate culture. We know that great ones produce great products, great places to work, and great customer experiences. But what causes cultural problems, and what are some practical steps to take to turn the corner? In this article, we look at what business culture can learn from ... acupuncture!


Business Culture - How to create a great one

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The Seven Deadly Sins of CRM Adoption

When it comes to CRM and user adoption, there seems to be a false sense of "if we build it, they will come". Not. True. Sure, customer facing employees want and almost always need tools to make the job of serving the customer easier. However, there are so many reasons why CRM doesn't end up either meeting those needs or just causing more work on these already overtaxed resources. So where are we going wrong and how do we begin to turn it around?

CRM Adoption Sins Dynamics 365 Sales
CRM Adoption Sins Dynamics 365 Sales



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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

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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.

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Customer Journey Maps: More Than Buying

When most organizations talk about "customer experience," they limit their thinking to the buying experience.  In this article, we take a look at the broader customer journey, and the steps for transitioning your thinking from "sales process" to "customer experience" before, during, and after the buying decision is made.

customer-experience-journey-map

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The Role of Microsoft Dynamics 365 in Your Digital Transformation

Digital transformation is like the timeless question: what came first, the chicken or the egg?


Will your digital transformation lead to business transformation?  Let's take a look together!

clip_image002



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Open Letter to a Customer Care Manager

As a Call Center Manager turned consultant, I'm frustrated to see Customer Care teams using outdated processes and technology. New solutions that have become available in the last 4-8 years can truly revolutionize how we care for customers.

So here I offer up an open letter to many of the Customer Care Managers that I have met over the years in hopes that it may inspire a few to consider the new options available to them.

Digital CRM Customer Care Letter

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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

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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

 

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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

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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:

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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.

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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

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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

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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

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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.

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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.

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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

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Sales Process (Re)Design – Is It Time?

Want to boost company profits by 30%? Then maybe it is time to consider a sales process (re)design project ... or maybe not!  This article outlines the 5 benefits and 5 risks of sales process.

Sales Process Profit Research

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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

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Infographic: Digital Transformation

Successful digital transformation projects result in better employee engagement and customer experiences.  But most attempts meet with failure.

This infographic is an overview of the potential – and perils – of digital workplace transformation.

Mini Infographic - Digital Workplace Transformation

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5 Rules for Business Relationships in the Digital Workplace


Digital Workplace Meets Physical WorldDigital tools are transforming our workplaces and marketing. Keeping up with the new rules of the digital world can feel overwhelming. But the underlying rules for relationship success are timeless and apply to the digital world too.

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