CHARLOTTE, N.C. There is considerable marketing hype surrounding Customer Relationship Management (CRM) solutions, and descriptive phrases such as “out of the box” and “turnkey” have joined the latest wave of business clichés. Gartner’s latest CRM market share report indicated the industry expanded from $20.4B in 2013 to $23.2B in 2014, and projects it will be a $36B industry by 2017.

Successful CRM implementations promise a rapid view to prospects and customers alongside integrations with marketing, customer service, and accounting records. In practice, organizations often find these systems create even more disparity between teams. Why is this?

C5 Insight Managing Partner Geoff Ables, with more than 25 years of business consulting experience specific to relationship management technologies, has one theory. “Business is still about people. People, not platforms, make meaningful connections that lead to success. Too many times we’ve seen businesses fail with CRM projects because they want something IT can configure once and then release. It’s simply not realistic; though platform selection is important, understanding the business needs of people and teams using the system is key. A good place to start is to engage the sales team(s),” says Ables.

To help companies with the selection step, C5 Insight has scheduled a webinar delivering a side-by-side comparison of leading platforms Microsoft Dynamics CRM and Salesforce on July 29, 2015 at 2PM. Technical aspects such as guided processes, charts, and dashboards will be previewed in addition to tips for successful sales team adoption and an interactive Q&A with both business and technical experts. Members of organizations considering a new project or looking to refresh existing efforts are encouraged to attend. See the full lineup of upcoming webinars at


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About C5 Insight

C5 Insight is a team of business strategists and consultants that empower people to work together better, inside and outside of their organizations. By utilizing a number of proven frameworks and seamlessly integrating technologies, such as Microsoft SharePoint, Dynamics CRM, and into everyday practice, C5 Insight facilitates more productive business relationships.  Its’ clients experience elevated employee efficiency, increased customer loyalty, improved sales win rates, and higher workplace satisfaction.


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