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From the category archives: C5 Insight Blogs - Customer Experience, Digital Transformation, Employee Engagement, Business Strategy, SharePoint, Dynamics CRM, Salesforce.com, Collaboration, Relationship Management

Blog entries related to Scaling

10 Tips to Build a Better Intranet

Get 10 practical tips that will help you build a rock-solid intranet. Some of these you may have heard, and some may new ideas, but all are time-tested and have been proven effective.

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4 Reasons Why Your Intranet Is No Longer Effective

This post will the first of a 4-part series on how you and your organization can begin to build a better intranet. In this first post, we will ask the question of "Why do we need a better intranet?", and give you 4 areas that have changed dramatically, and why acknowledging and addressing them is one of the keys to a successful intranet.

 

Ask why

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Video: Automating Business Process with CRM

If you’re still on CRM 2011 or earlier, you should consider upgrading so your team can benefit from business process flows. If you’ve already upgraded and you’re not using business process flows, you should take the time to upgrade your processes. This 3 minute video provides an overview of business process flows.

Video - Business Process Flows in Microsoft Dynamics CRM

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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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Microsoft Outlook and Dynamics CRM Email Tracking

Tracking email clicks in Microsoft Outlook
Knowing a prospect has opened, clicked or interacted with an email can mean the difference between winning a deal, or watching it slip through the cracks and go to a competitor. But most sales reps don't have access to this capability, or find it too time-consuming and complicated to access it in their customer relationship management (CRM) solution. This article reviews to easy-to-use email tracking solutions.

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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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Importing Business Cards as Dynamics CRM Leads

Cannot scan business cards into CRM as leads

Got a small stack of business cards that you'd really like to get into Microsoft Dynamics CRM so you can start scheduling follow-ups right away ... but dreading the task of getting them into CRM? You're in good company. Now the task can be made as simple as taking a picture of the card with your mobile phone. This article explains how.

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6 Ways the LinkedIn Acquisition Will Improve Microsoft Dynamics CRM

A look at 6 areas where Microsoft Dynamics CRM will improve as a result of the LinkedIn acquisition.

Microsoft Acquires LInkedIn - Dynamics CRM Implications

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3 Ways to Boost Results Using Dynamics Marketing & Social Engagement Together

if your organization is already using Microsoft Dynamics CRM, look no further for useful marketing tools than within Microsoft’s offerings. Microsoft Dynamics Marketing and Social Engagement, together, have the power to ramp up both your marketing efforts and social media presence to truly allow you to do more, faster.  Take a look at this preview to learn more!


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Hootsuite & Microsoft Social Engagement – Side by Side Comparison

With so many great social media monitoring tools out there these days, how are you supposed to know which one to pick to monitor your social media marketing efforts?  Social media is without a doubt gaining ground as a powerful marketing platform with 64% of Twitter users and 51% of Facebook users being more likely to buy products of the brands they follow on each of these social media platforms (Aabaco).  Today we’re going to take a look at Microsoft Social Engagement vs. Hootsuite to compare their prominent features and the pros and cons of each.

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I’ll Be Online Next Week At Collab365 Delivering The Deadly Sins of SharePoint

Failure is a great teacher, isn’t it? And with 63% of all SharePoint projects stalled, struggling or failing to meet expectations (AIIM), you’d think everyone would be learning a lot, right? Well, the collaboration struggle is real, and it’s still going strong today. Are you struggling with SharePoint?

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How to Connect with Customers and Prospects Using Microsoft Social Engagement

Ready for an overview of how to Connect with customer, clients, and prospects using Microsoft Social Engagement? This entry details Direct Publishing, Assignments, and how the tool links with CRM. 

So let's jump right in!

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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!

 

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How to Know Your Results with Microsoft Social Engagement

In this entry, we are going to finish the last piece of our LUCK Principle and discuss how to Know your results using Social Engagement. This last piece of the puzzle is vital for marketers because knowing your results is crucial to understanding if your efforts are yielding benefits. Read on for the analytics end of this powerful tool!

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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.

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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?

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Productive Business Meetings, Engaged Participants. It's not a myth, it's LUCK!

Tired of the same old meetings? If no agenda, barely engaged attendees who are spending more time multi-tasking than paying attention, no decisions made, and no take-a-ways reviewed other than the date and time of the next meeting sound all too familiar, we might have some good news for you. Meetings can actually be productive, dare we say exciting and meaningful, read on to learn how, using the tried and true LUCK Principle™ paired with dynamic LUCKSTORMING™ sessions.

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How to Understand Using Microsoft Social Engagement

Social Media marketingMicrosoft Social Engagement is at the forefront of social media monitoring tools to help marketers of today work smarter, not harder. Today, we are talking about what it means to Understand customers, clients, prospects, and competitors using Social Engagement and why social-media-conscious marketers should give this tool a second look!

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How Do You Measure Collaboration Success?

What is collaboration? No, don’t Google it. I don’t want Webster’s definition; I want your definition. Hard question, isn’t it? Now imagine trying to actually measure whether or not you are actually doing a good job of collaborating. How do you measure something you can’t clearly define? Impossible, pointless, meaningless? Trust me, I get it – it might seem that way – but we think measuring collaboration is possible, but it’ll take some work. In fact, this isn’t the first time we’ve touched on this subject, but it’s still something we hear often, and I believe is critical if an organization is going to maximize their investment in collaborative technologies.

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How to Listen Using Microsoft Social Engagement

Microsoft Social Center

Have you given Microsoft Social Engagement a chance yet? This quickly-improving tool has some efficient, easy-to-use tools that could save you time and energy in monitoring your social media presence. In this post, we’ll take a look at how the concept of Listening can be applied to Microsoft Social Engagement.

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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.