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Geoff Ables's Articles

6 Ways to Celebrate at Work

Celebrate at Work

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 ROI of a People-Centric Digital Workplace

Digital Transformation ROI

 

Organizations are often making big investments into digital customer and employee engagement - without understanding the return.  In this article we explore the ROI of a people-centric digital workplace.

Failure to Adopt CRM: 7 Myths and 10 Realities

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.

Infographic - Statistics on CRM Failure

12 Reasons Why: CRM Activity Management Adoption

Why Use CRM to Track Activities?

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.

4 Things Successful Employees Do When Co-Workers Complain

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.

4 Things Leaders Do When Employee Complain

Attend CRM Workshops - Get Lead Conversion and CRM Consulting for Free!

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.




Omni-Channel = Big Data

Omni-Channel Customer Experience Big Data

Infographic: Omni-Channel customer engagement strategies are resulting in big data that's growing even bigger!  

Building a SharePoint Digital Workplace Business Case

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.

sharepoint roi business case

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

9 Digital Transformation Success Partnership Tips

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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.

One Simple Rule to Tame the Task Management Beast

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?

Managing Tasks in CRM Outlook and SharePoint Intranet Office365

Digital Disruption: A Tale of Two Cities

In today's world, every business is at risk of being disrupted.  What's your plan for disruption-proofing your company?

Disruption proof your business

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?

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

5 Ways to Create a More Collaborative Workplace Using SharePoint

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.


SharePoint Collaboration

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

Digital Leadership: 7 Tips for Better Internal Communication

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 Leadership Engagement Tips


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

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.

The 4 Pillar Digital Workplace Plan

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.

Digital Workplace Strategy

 

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

Intranet Shark Tank: How a Better Intranet Could Have Helped Mark Cuban

Every time I read the news, it seems there is another organization rocked by scandal. And, like Mark Cuban, it is often a leader who may otherwise be ethical, but who is out of touch with what is really going on inside of their organization.  Read on to learn how building a better intranet could have helped the Shark Tank entrepreneur avoid a scandal.

Mark Cuban Needs a Better SharePoint Intranet

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

 

Comparing Microsoft’s Social Options - Teams, Groups, Yammer and More

You're using Office 365, and you're wondering if you should use Outlook Groups, Yammer, Microsoft Teams - or all 3.  Join the crowd!  This article helps you to understand the differences between the options, and which option might be right for your team.

Enterprise Social Solutions Apps

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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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.