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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

Video: Microsoft CRM Project Service Automation

In Microsoft Dynamics CRM 2016 U1, Microsoft has included an optional new area called project service automation (or PSA). This 3 minute video provides a brief high-level overview.

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3 Steps to Sales Process Success

 

 

 

 

Follow these 3 steps to create your first sales process - or to simplify an over-engineered sales process.

Profit results are 30% greater for firms using a sales process than for those that are not.

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5 Myths of CRM + Sales Process

Sales Process DesignI'm always surprised at how few sales teams have adopted a sales process yet; and I'm even more surprised at the number of myths that still exist about sales processes. So, in the interest of helping everyone to take a few steps forward with their sales process, let's dispel a few of the more common myths now.

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Video: Biggest Upgrades Since CRM 2011

Many organizations have not yet upgraded to Microsoft Dynamics CRM 2016 U1. Or those who have may not be fully using it. That's too bad, because there are hundreds of new features. This 4 minute video provides an overview.

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Video: Working with Products, Quotes and Orders in Microsoft CRM

This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 Online U1.

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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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Sales Process (Re)Design – Is It Time?

Want to boost company profits by 30%? Then maybe it is time to consider a sales process (re)design project ... or maybe not!  This article outlines the 5 benefits and 5 risks of sales process.

Sales Process Profit Research

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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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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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4 Rules for Customer Experience Process Success

Businesses often make the mistake of assuming that customer processes built in CRM or marketing automation solutions are like other business processes. When they do, the results can be a disaster. Learn the 4 rules for creating processes that combine a rigid core with flexible edges.

Customer experience processes


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1 Totally Unexpected Tip to Improve Sales Team Performance

“Ever since I started having my team re-key data before sales meetings, sales performance has improved” … said no Sales Manager ever.

Read on for the cardinal sin of the sales process when using a CRM solution and ideas you can implement TODAY to make a lasting impact on the way your team manages their pipeline and closes sales.

CRM Sales Performance Improvement

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What’s New in Microsoft Social Engagement (Update 1.4)

social media marketersIf there’s one thing Microsoft has been doing consistently, it’s rolling out updates to fast-improving Social Engagement. The latest iteration has managed to address several ongoing complaints about the platform's previous limitations, including: Custom Tags, Source Options, and Private Message options. Read on for the run down!

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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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The 5 Important Basics of Microsoft Dynamics Marketing

Today, we are going to take a look at Microsoft Dynamics Marketing and the tools it offers to the busy marketer of today.  We’re going to hone in on what we perceive as the 5 most important basics to MDM, and what you need to know to make an informed decision on if this tool would add value to your organization.

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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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Marketing Automation: 5 Things You Need To Know


46209014_mMarketing Technology is a vast landscape, full of platforms, processes, and the vendors who want to sell them to you. This article sheds a little light on Marketing Automation Platforms (MAPs) and equips you with the questions you’ll want to ask potential partners/vendors before making any buying or upgrading decisions. 

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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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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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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.