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Posts Tagged 'salesforce'

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Marketing Automation: 5 Things You Need To Know


46209014_mMarketing Technology is a vast landscape, full of platforms, processes, and the vendors who want to sell them to you. This article sheds a little light on Marketing Automation Platforms (MAPs) and equips you with the questions you’ll want to ask potential partners/vendors before making any buying or upgrading decisions. 

Importing into Salesforce ... Which Tool should I Use?

The Salesforce platform is not lacking in ways to import new data into your organization. Is it an embarrassment of riches? Or too much of a good thing? The jury is still out … but understanding the benefits and limitations of each method is crucial before beginning any data import. To get you pointed in the right direction, we've outlined the high-level use cases of each import method, beginning with the most user-friendly and moving toward the more robust.

Getting the Most Value From Your Data - Integration

Data Integration is a must have in today’s business environment.  Competition has never been higher and it is imperative to gain new customers as well as hold on to existing customers.  Costs continue to rise, shrinking margins of profit, making management of COGS more important than ever.  Data integration between your silos of systems, whether they are best of breed business systems or home grown data collection systems, is an ever increasing requirement in order to squeeze every dollar out of your margins.  But what is data integration?

The Problem with CRM Projects? Leaders Must Lead!

Dynamics CRM Failure In a recent presentation from a Global Sales Manager of a manufacturing company, he stated that, "I learned that CRM is really about people, and CRM is really about leadership." In this article, we summarize the lessons learned by this leader, and how other Sales Managers can learn from his experience. How do your organization's leaders stand with a CRM solution? 

How is Your CRM Project Doing? Judge for Yourself.

why does our crm suck

Don’t tell my boss, but I hate CRM.

Research suggests that leadership’s opinion of CRM success is often different from the teams using CRM on the front lines.  And IT, Sales, Customer Service and Marketing can all have radically different opinions of an organization’s CRM solution. C5 Insight has introduced a free to download tool that can be used as a self-evaluation to rate the success or failure of your CRM project.

Seminars or Snippets - Are You Training Your End Users Wrong?

imageThe truth is, the “training” methods we have been using for decades are dying. And if your organization is still hoping to train users on SharePoint, CRM, or any other technology by sitting them in a room to watch recorded videos or a live individual, I want to offer some suggestions that I believe will transform the way end users adopt and learn new technology. 

Defining Failure? Stop Blaming Technology

AKTweet There is a big issue in business these days – blaming technology for people problems.Though it’s true that technology can be fickle and frustrating and even I have often restrained myself from sending my laptop sailing out the window, well…it’s a computer. Can we all just agree, collectively, to assert our human brain’s superiority and stop blaming technology? Here are a few ways to start bringing people back into the mix.

Getting the Most ROI and User Acceptance from Your Business Systems

You may have just made the momentous decision to purchase a new CRM or ERP system, or perhaps you have had your systems for some time. With many companies offering ‘Best of Breed’ business systems, one thing typically remains true: each of these systems are silos of data and information. This blog details real-world benefits of systems integration.

Replace Tasks with Queues for Inside Sales Productivity

queueInside Sales teams are rapidly replacing traditional sales teams.  This approach to sales is resulting in significant productivity gains, improvements in responsiveness to prospects and customers, and cost savings.  It also introduces an ability to have a much tighter and more buyer-driven sales process.  But it also requires some rethinking of the tools used in CRM to support the sales function.

Activity planning and management is one of those areas. Learn how queues can boost the productivity of the Inside Sales team.

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.

CRM Deployment Options…How to Decide?

So you are ready to tackle that all-important CRM initiative for your company. You will need to consider multiple factors in making the initial deployment decision; however there is usually one factor that rises to the greatest importance in making the initial decision.

Some ‘Gotchas’ To Deploying Code In Salesforce.com™

One common CRM challenge is keeping your development environment in sync with the production environment. Coding in a development environment that is not in sync with production can lead to many hours of frustration trying to find the ghosts in the code. I find this especially true working in Salesforce.

Coding for Special Characters in SalesForce.com Javascript

clip_image002Recently, I was asked to create a button on a Salesforce.com form that would take data from the existing form and create a new Salesforce Lead record from it. Sounds simple enough, right? However, intermittently an error was being produced with a somewhat unclear message. This blog details the encoding function I used for the fix!

2014 C5 Insight Best Of Blog Round Up

Everywhere you look on the internet these days, you see Best of 2014 lists. And rightfully so – as we prepare to embark on 2015, it’s natural to gaze back across our most recent journey around the sun. In the spirit of helping you navigate through the more than 80 blogs we published in 2014, we’ve compiled a quick round-up of some of our most helpful and popular entries.

Microsoft Can Do Cool!

Mobile SurfaceLove them or hate em, like them or not, it can’t be ignored that Microsoft has been making some big splashes lately. We've started to reflect on how the software giant has been putting out some pretty cool stuff that truly improves someone’s daily life or job. Let us share some Microsoft tech that impresses us.  Read this blog to get the list.

“It’s Not Me, It’s You”: 4 Reasons Why Your CRM is Failing


CRM10Failure, at its core, can take on many forms. When it comes to CRM, failure can mean a low adoption rate, un-integrated platforms that lack of one view to customer/partner/prospect data, or a costly investment with no return. Many assume that as technology has evolved, failures have decreased. The C5 Insight team set out to find out the truth about CRM failure. Is it on the decline, or are we kidding ourselves in thinking it possibly could be?

9 Tips to Re-Engage your CRM Use


Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.  

A Better Approach – Understanding the 40/20/40 Principle

When we stepped back and looked at our current projects and proposals going out, we began to see that we were often being brought-in as a 2nd or 3rd vendor, to assist with a 2nd or 3rd implementation, or to help a project “get back on track” after it was underway. The reality is that 59% of all new projects for C5 Insight are rescue projects, or what we now call “CPR” projects. So, where do we go from here and how do we fix it?

All I Really Need To Know About CRM I Learned In Kindergarten

Today's busy professional spends a good deal of time tripping over technology. Somewhere along the way, we've convinced ourselves that the very tools invented to make our lives easier seem to do exactly the opposite. Speaking as someone with minimal technical expertise and absolutely no development background, I recently stumbled upon a striking realization. All I really need to know about CRM, I learned in Kindergarten.  

The 7 Habits of Successful Technology Projects – Habit 7

imageMeasure twice, cut once. You’ve heard the saying, right?  For this final habit, I wanted to take that saying and use it to illustrate a phenomenon that we often see in technology projects – lack of testing.  I call it a phenomenon, because it often defies logic. 

The 7 Habits of Successful Technology Projects – Habit 6

image

Most organizations today believe that if you simply implement “the new technology”, that everyone will immediately and automatically (and of course without any prompting) begin to use the new system(s).  On the contrary, our experience has shown us that once a new solution has been implemented, there is still much to do to ensure it is truly successful. I would like to directly address a few areas where we see most organizations struggle to cross the finish line, and practical ways to correct these issues.

The 7 Habits of Successful Technology Projects – Habit 5

imageLet’s face it - no one ever tells you to focus on the past.  In fact, we’re all told, from very early on, to stay focused on the “here and now” and to look ahead to our future. While it may be a bit of a stretch, I would like to encourage those who are currently working on a project or getting ready to start a project, to take some time to reflect on the past.  Let me to explain...

The 7 Habits of Successful Technology Projects – Habit 4

Technology is wonderful thing, but never forget that it’s not the only thing.  What I mean is this - while technology can provide us with new ways of doing things, automation of tasks, and analysis we could only dream of doing on our own, technology should never be a substitute for your people and your process.

The 7 Habits of Successful Technology Projects – Habit 3

Trips (or projects) do not complete themselves.  It takes “unseen” things to make it all happen, and that is where this habit will focus.

The 7 Habits of Successful Technology Projects – Habit 2

There are many opportunities for projects to veer off of course, not due to the unexpected, but due to completely avoidable items such as forgetting the definition of success, lack of focus, an individual personality, or a new technology coming to market.  Think you’re immune and that “This will never happen to my organization!”?  Unfortunately, in our experience we’ve seen it happen to the very best organizations, which is where this habit comes into play.  No one has the intention of taking a cross-country road trip to Santa Monica, only to end-up in Fargo (no offense), or worse yet, to simply stop driving somewhere in Arkansas (again, no offense), and say, “Let’s do something else now.”  At the end of the day, technology projects are no different.  My guess is, you started the project in order to actually finish the project (and on time and under budget would great too!).

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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.