Follow Us: facebook twitter linkedin

From the category archives: C5 Insight Blogs - Customer Experience, Digital Transformation, Employee Engagement, Business Strategy, SharePoint, Dynamics CRM, Salesforce.com, Collaboration, Relationship Management

Blogs related to leadership

Video: Power BI for CRM Customer Care

This 3 minute video demo shows how customer care teams can use the power of business intelligence to constantly improve the customer experience.  The demo uses Microsoft's solutions for business intelligence (Power BI) and customer relationship management (Dynamics CRM).

Dynamics Customer Care Dashboard in Power BI - Screenshot

Read the rest of entry »

Infographic: The Counter-Intuitive Truth About the Customer Experience

What would it look like to watch a sports game with no score?  No one would watch!  But that's exactly how most businesses are run today.  This series of infographics takes a look at how the best organizations share the score with their employees in order to create the best customer experience.

Infgraphic - big data and profitability

Read the rest of entry »

Connect: The ROI of Better Customer Experience and Employee Engagement Processes

Is all the talk about better customer experiences and employee engagement just hype, or is there an ROI for these investments?

Infographic - ROI of customer experience

Read the rest of entry »

10 Tips to Build a Better Intranet

Get 10 practical tips that will help you build a rock-solid intranet. Some of these you may have heard, and some may new ideas, but all are time-tested and have been proven effective.

Read the rest of entry »

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.

Read the rest of entry »

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.

Read the rest of entry »

Building an Award-Winning Intranet is All About Luck


 

In this post, which is part of a new Building a Better Intranet series that I’m writing, I want to share 4 strategies with you. Four overarching themes, that you can and should be using, whether you’re designing and building a new intranet, or trying to breathe new life into a struggling one. Don’t worry, I promise to show you what luck has to do with it, so just stay with me.

Read the rest of entry »

Infographic: 4 Strategies for Big Data Success

Data – and the ability to capture it, analyze it, and take action based on it – may be the single biggest differentiator between the highest performing companies and everyone else. In this article we take a look at how the leaders are succeeding at creating action from data.

Infographic - big data insights converted into action from IBM research

Read the rest of entry »

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

Read the rest of entry »

6 Ways an Intranet Fosters Collaboration

Is your team frustrated with too many meetings, struggling to find the information they need to get their jobs done, and become increasingly disengaged? Then it's time to consider a new (or upgraded) intranet. This article lists the top 6 benefits of a modern intranet.

Read the rest of entry »

How to Tell if Your Users Hate Your Intranet

Are you considering an intranet project? Or do you have an intranet that no one wants to use? Creating an intranet that your team loves to use doesn't require a PhD, but it does take some time and patience. This article include 3 simple secrets for intranet success.

Read the rest of entry »

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

Read the rest of entry »

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

Read the rest of entry »

Infographic: 6 Surprising Statistics About Listening to Customers

We all have a few scatterbrained friends. But when it comes to business, almost every organization is too scatterbrained. These 6 surprising statistics will give you some insight into the problems organizations have with listening across channels.

Infographic - Big Data and Omni-Channel Listening

Read the rest of entry »

Infographic: Digital Transformation

Successful digital transformation projects result in better employee engagement and customer experiences.  But most attempts meet with failure.

This infographic is an overview of the potential – and perils – of digital workplace transformation.

Mini Infographic - Digital Workplace Transformation

Read the rest of entry »

Six Tips To Manage Active Listening In Your Next Meeting

How many times have you facilitated a meeting where you shared all of the information that needed to be covered, only to have people messaging, emailing or calling with questions about the content an hour, a day or a week later? Frustrating right? So how do you achieve the goals of your next meeting, in a meaningful way, that will stick with your audience? Let's examine 6 quick tips.

Read the rest of entry »

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.

Read the rest of entry »

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


Read the rest of entry »

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!

Read the rest of entry »

Upgrading SharePoint: Everything You Need To Know For A Successful Transition

Earlier this March, all the long hours and late nights of the Microsoft SharePoint team came to fruition with the announcement of the release of SharePoint 2016 on May 4, 2016.  As you start planning for a potential migration to SharePoint 2016, we have put together a checklist to ensure your project success.  Continue reading to understand how projects fail and how to avoid this fate!

 

Read the rest of entry »

Productive Business Meetings, Engaged Participants. It's not a myth, it's LUCK!

Tired of the same old meetings? If no agenda, barely engaged attendees who are spending more time multi-tasking than paying attention, no decisions made, and no take-a-ways reviewed other than the date and time of the next meeting sound all too familiar, we might have some good news for you. Meetings can actually be productive, dare we say exciting and meaningful, read on to learn how, using the tried and true LUCK Principle™ paired with dynamic LUCKSTORMING™ sessions.

Read the rest of entry »

How Do You Measure Collaboration Success?

What is collaboration? No, don’t Google it. I don’t want Webster’s definition; I want your definition. Hard question, isn’t it? Now imagine trying to actually measure whether or not you are actually doing a good job of collaborating. How do you measure something you can’t clearly define? Impossible, pointless, meaningless? Trust me, I get it – it might seem that way – but we think measuring collaboration is possible, but it’ll take some work. In fact, this isn’t the first time we’ve touched on this subject, but it’s still something we hear often, and I believe is critical if an organization is going to maximize their investment in collaborative technologies.

Read the rest of entry »

Customer Care and Dynamics CRM: Updates in CRM 4.0, 2011, 2013, 2015 and 2016


clip_image001One of the top drivers of CRM success is integrating it across Sales, Marketing and Customer Care teams. Prior to CRM 2013, few companies chose Microsoft CRM as their customer care solution. Since Microsoft Dynamics CRM 4.0, however, Microsoft has steadily added new functionality to boost the customer service portions of the application. And now, with the rollout of CRM 2016, it is time for organizations to reconsider using the same platform for Customer Care that they also use for Sales and Marketing.

Read the rest of entry »

Has Your Governance Gone Too Far?

No, that doesn't say Government gone too far (though that would certainly make for a very debated article). In our daily work, we see a lot of governance plans, and oftentimes an organization will come to us to help them “untangle” their governance plan, or with a challenge such as user adoption, that ultimately leads back to a governance issue. What I want to discuss in the article is something I have been seeing for the past few years, and talk about often. Governance that goes too far.

Read the rest of entry »

10 Tips For a More Successful Digital Workplace

Eat an elephant. Put down the hammer. Be lazy for a day. Yes, we're seriously writing about these topics, and how they can help your organization achieve a successful digital transformation. Read on for 10 impactful tips that you can start using today.

Read the rest of entry »

Pages: Previous12NextReturn Top

Blog Topics

1
Image

CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

2
Image

SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

3
Image

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.

4
Image

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.

9
Image

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.