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Posts Tagged 'Planning'

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

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

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

3 Tips for Balanced Intranet Governance

3 Tips for Balanced Intranet GovernanceOne of the things that I think most companies struggle with is governance, specifically in context of an intranet.  If you read my blog you know I talk about mostly SharePoint, but good governance can and should apply to really to any platform. 

We actually devote a whole section of our Building a Better Intranet workshop to governance because it’s that important, and yet so many companies don’t even think about it.  In today’s post I wanted to pull out 3 tips that are important aspects of balanced governance. 

Upgrading SharePoint: Everything You Need To Know For A Successful Transition

Earlier this March, all the long hours and late nights of the Microsoft SharePoint team came to fruition with the announcement of the release of SharePoint 2016 on May 4, 2016.  As you start planning for a potential migration to SharePoint 2016, we have put together a checklist to ensure your project success.  Continue reading to understand how projects fail and how to avoid this fate!

 

Sales Rep CRM Quick Tip: Weekly Planning

Using CRM for tracking your pipeline, accounts and contacts?  Great! But if you’re not using it as a tool to plan your day, week, month – or more – then you’re missing out.  You’re leaving valuable referral sources in the cold.  You’re letting opportunities slip through the cracks.  And you’re letting your competitors snap up your best customers.
These 4 proven quick tips will help you to make your CRM solution into a strategic planning tool.

Sales Meetings with CRM – Remember to Look Forward

Using CRM for Sales MeetingsAs a sales manager, are you using your CRM solution to plan forward, or simply reflect backward? Planning forward will help you help your team members prioritize their time, make better judgement calls about activities associated with leads/opportunities and ultimately close more deals. This article discusses a more effective way to conduct sales meetings, whether weekly catch-ups with sales reps or all-in sales team calls.

Sales Rep CRM Quick Tip: Weekly Planning

If you’re not using CRM as a tool to plan your day, week, month – or more – then you’re missing out.  You’re leaving valuable referral sources in the cold.  You’re letting opportunities slip through the cracks.  And you’re letting your competitors snap up your best customers.

This article takes a look at how to use CRM as a planning tool.

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.