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Part of a successful CRM project is your post-launch strategy. Learn how to elect a CRM Advisory Committee that supports your CRM system for the long haul.
Do you have a standardized system for supporting users after your CRM goes live? If not, you need one. Let's discuss why and how you can get started.
Are you collecting the right data in the right place for the right people? If not, you're not alone. Learn five tips to foster corporate data integrity.
Is your team aware every time an update is made on your business systems? Learn three steps you can take to keep your team informed before changes are made.
Struggling to stay up to date business platforms, tools, and tech? Learn three tips on how to capitalize and organize all of the information you find online.
In this blog, we'll explore why and how sales managers can use CRM to both run and inform sales meetings and present a plan you can follow for more efficient meetings.
The C5 Insight team is thrilled to announce that Geoff Ables has recently been titled "Most Valuable Professional," receiving a Microsoft MVP award for his Microsoft Business Solutions expertise.
What is the role of executives and managers when it comes to adopting digital engagement practices? Watch the free workshop on The Engaged Digital Leader and learn 5 practices to improve your digital leadership.
In the wake of COVID-19 and digital distractions at an all-time high, how much time is your team losing? Learn how can you harness the best of digital transformation without creating unnecessary digital interruptions that destroy creativity, productivity, and morale.
Now that you have deployed Microsoft Teams, governance is becoming an issue. How do you know if a new Microsoft Teams site is necessary as your company grows? Here's our three question litmus test...
Does your organization lack a corporate knowledge base containing internal education materials for users to consume via self-service? Learn the real cost of corporate knowledge loss and how you can start a company knowledge base today.
Did you know that you can go beyond the 250 attendee limit by using a Microsoft Teams Live Event with up to 10,000 attendees? This blog explains how to replace Zoom meetings and instead use Microsoft Teams for all of your internal meetings.
Banks are struggling to be able to support the CARES Act’s ability to help small businesses through the Paycheck Protection Program (PPP). As a small way to help out, we have used Microsoft Forms Pro (part of Office 365) to create an electronic PPP application. The form contains everything you are likely to need to know as a lender to support your small business customers with these loans at this critical time.
COVID-19 has made technology more vital than ever to businesses across the world. Learn how to foster collaboration among team members working remotely.
For some businesses and their customers, the transition to digital is quite a hardship. Maybe even downright impossible due to the nature of the work they provide. Learn how businesses are handling the digital transition and some examples of how it could work for yours!
Join us for 21 online sessions in 2020 to learn about digital workplace communications and collaboration using Office 365, Dynamics 365, SharePoint, Microsoft Teams and more!
I once had a project manager on the client team ask me why I was capturing such detailed notes in a requirements meeting. That question took me by complete surprise. After all, my role wasn't to capture requirements, conduct any business analysis, or architect any solutions…or was it?
What's your business strategy for dealing with coronavirus COVID-19 and the economic impact? C5 Insight is taking steps to protect our clients and communities, and to lead the way with creating more resilient digital workplaces.
What do wine and corkscrews have to do with creating more people-centric digital workplaces? Quite a bit as it turns out. This article looks at how some everyday things can teach us lessons about customer experiences and employee engagement.
Looking to increase lead generation on your website? Learn 3 simple tips - explained in detail - that can help you refine your lead generation strategies, today.
Do you know what digital transformation is? Or why your efforts are more likely to fail than succeed? Let's gain some insight on the topic and uncover common roadblocks that affect the process.
Many companies will introduce intranets to their employees to encourage employee engagement and collaboration. One role that may be overlooked during the deployment of an intranet is a Content Manager. Content Managers should be an intentional and strategic part of your deployment plan for a new intranet.
The digital workplace is being transformed by AI more and more every year as it takes front and center stage at Microsoft's Future Decoded conference. Are you prepared for the future of work? Read how AI continues to evolve, impacting both industries and individuals
C5 Insight today announced the acquisition of SharePoint Revolution.
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.