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CRM or Intranet Questions? Start here.

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Download the CPR for CRM Study and you'll learn

  • The #1 reason why 30%-60% of CRM projects fail.
  • Leading causes of CRM user dissatisfaction.
  • Insights and best practices for CRM success.

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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.

CRM & Intranet Self Assessments

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Is our CRM solution really struggling, or is what we are experiencing completely normal?

How effectively is your organization using its CRM platform? This in-depth assessment includes 20 questions across 5 categories. 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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Our Project Started Strong ... Now it's Fizzling Out

CRM and Intranet projects can often feel like New Year's resolutions - they start strong, but then fizzle out. This self-assessment enables you to identify the gaps in the ongoing support, leadership, self-disipline and governance for your project.

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Rate Your Intranet

A successful intranet is at the heart of the digital workplace. But keeping up with best practices can feel almost impossible. Intranet initiative leaders need a practical way to rate their intranet across project stage and line of business.

Sales Process and CRM Downloads

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Creating a Challenger Presentation - Workbook

Has your organization read and adopted The Challenger Sale methodology? This eWorkbook builds on these principles and delivers a template for you to easily create Challenger presentation decks of your own. By adopting it, you will enable your team to more effectively capture brainstorming and collaborate on collecting feedback.

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Workbook - Rapid Sales Process Design

If you want your sales team to increase deal size, decrease sales cycle length, improve your win rate, avoid letting valuable opportunities slip through the cracks, have meaningful forecasts, and be able to scale to support a growing business - then you need a sales process. Download the free Rapid Sales Process Design workbook to create a CRM-ready sales process.

Digital Marketing Resources

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Import Checklist for Salesforce.com and Dynamics CRM

It's easy to forget all the moving pieces associated with importing new leads into a CRM solution. To help, we created a simple, step-by-step checklist to ensure your own system stays up to date and clutter free with each import.

Microsoft Dynamics Bible

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Free Sample Chapter

The Microsoft Dynamics CRM 2011 Administration Bible is the comprehensive reference for individuals who are configuring and administering Dynamics CRM for organizations of any size. For those who need to engage with managers, partners, users and developers to deliver a successful CRM project, the book is the must-have guide. The free chapter, "Chapter 11: Using Dynamics CRM for Outlook," gives you a jumpstart on Microsoft's unparalleled Outlook integration with CRM.