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Join us for 4 CRM Leadership, Planning and Adoption Workshops over the course of 2 days.
Targeted to organizations struggling with customer relationship management or launching new CRM projects. Oct. 14-15, 2019 in Orlando FL. Use our discount code for 10% savings.
Microsoft recently released Playbooks for Dynamics 365 for Sales. But the functionality isn't likely to live up to user or administrator expectations. In this article we take a look at this functionality, how it works, and the shortcomings you need to know about.
Have you ever talked to someone who says, “Searching SharePoint is so easy – I find exactly what I’m looking for every time!”Me neither.Why the gap? And what can be done to close it?Your Intranet is not Like the InternetThe internet (let’s call it the web to avoid confusion) is not like your SharePoint intranet. The web is full of general information and when you’re searching it, you’re usually looking for general results. It is also powered by people who are interested in having their stuff fou ...
Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM versions of CRM) is not intuitive in version 9.1. Here are super-quick instructions for finding it.
Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed. Here are 6 ideas for celebrating more, and better, in your workplace.
The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt. Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.
Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.
Complaints: Sometimes they’re valid. Sometimes they’re drama. And sometimes they’re toxic.
Companies with great cultures don't leave it to leaders to respond to complaints. Every employee plays an active role in identifying and responding to complaining co-workers. Here's how they do it.
Whether you're just starting a CRM or Customer Engagement project, or want to bring more focus to an existing project, these non-technical sessions are designed for sales/marketing/service leaders, project managers, and administrators.
Infographic: Omni-Channel customer engagement strategies are resulting in big data that's growing even bigger!
Ready to upgrade or implement a digital workplace or intranet project, but having a hard time convincing your leadership team? Building a business case can be a daunting and nuanced process - let's take a look at some proven approaches for getting buy-in for your SharePoint or similar project.
Does it feel like "collaboration" technology is disrupting your workplace instead of making it more productive, efficient and engaged? You're not alone.
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.
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?
In today's world, every business is at risk of being disrupted. What's your plan for disruption-proofing your company?
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?
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.
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.
“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.
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 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.
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.
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.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
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.
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.