C5 Insight, a leading Microsoft partner and provider of customer and employee engagement consulting services, has relaunched its website.
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SharePoint Document Management in 6 Steps
Introducing SharePoint to your company can be overwhelming. A complete SharePoint rollout plan can include: Document Management Sites Forms Workflows Social Collaboration Newsfeeds Applications Business Intelligence …and that’s just getting started! SharePoint:...
Process: The Science of Selling
Sales representatives possess a unique combination of people skills, product knowledge, and persuasive abilities that allow them to connect with prospects, understand their needs, and close deals. However, while these skills are essential for success in sales, getting...
CPQ ROI Calculator
Adopting a configure price quote solution can improve your margins, decrease your quoting time and increase your win rate.
Rate Your CRM
Request your free downloadable copy of Rate Your CRM.
Microsoft Teams Deployment and Governance Guide
Transform your organization’s communication and team collaboration to be more efficient, productive, and engaging with Microsoft Teams.
Digital Communications Etiquette
Adopt these digital etiquette boundaries, best practices and rules of engagement to keep your team efficient, engaged and informed.
Unlocking the Mystery of Office 365 Government
When it comes to Office 365 tenant security, most organizations find that the advanced security and safeguards an Office 365 enterprise offers are sufficient. However, in some cases, a commercial tenant won't account for specific privacy and security...
Microsoft Teams Tip: Why You Should Post, Not Chat
If you're using Microsoft Teams, it might be time to break this bad habit: Sending a Chat when you should be Posting to a Teams Channel. Here's why it's a bad habit... Most of us (including me) have notifications set to get an immediate alert for a "Chat." It's like a...
Digital Etiquette: The 1-Second Productivity Boost You Need to Know
Want to improve productivity and the focus of yourself and your colleagues? Follow this 1 second digital etiquette tip (this applies to Microsoft Teams, Viva Engage, Outlook and most any social sharing platform). How to Get Back on Track When...
Sales Reps: Employer Isn’t Offering CRM? Time to Job Hunt
In today's competitive business landscape, most employers now require sales reps to have experience with customer relationship management (CRM) solutions. In fact, employers not offering and requiring use of a CRM solution limit their sales employees’ career options....
Revolutionize Business Processes: 7 Reasons to Plan ERP and CRM in Parallel
Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are two software systems that businesses use to streamline processes and boost profits. Although they serve different functions, integrating them provides a complete business management...
Why Integrated Marketing Automation Platforms Are Better Than Best of Breed
Lately, we've been getting a lot of questions when it comes to digital marketing solutions. They tend to boil down to, "Should should we invest in a best of breed solution, or one that integrates with our Dynamics 365 CRM platform?" Let's answer this question and...
Digital Workplace ROI Metrics
In today’s world, your digital workplace may be more important than your physical workplace. But explaining the value of a digital workplace investment to a leadership team can be a challenge. This e-Book provides metrics, and supporting sources, to help leadership teams to prioritize investing in digital workplace initiatives such as SharePoint or Office 365.
How to Use the Updated Advanced Find Tool in Dynamics 365 | Insights With C5 Insight
A topic of hot debate among many in the Dynamics 365 space – the updates to Advanced Find have been around for a while now. Join Patrick, Paige, and Malcolm as they discuss their impressions of the tool now that it’s grown on them and some neat tricks and tips for how...
The LUCK Principle
The workplace is being reshaped. Technology is transforming how people interact with each other and with the world around them. The data that organizations must understand is growing at an explosive pace. Customers expect better experiences. Employees crave more...
The LUCK Principle | Infographics
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.
CPR for CRM
Combining more than 15 years of data and research plus a survey conducted across users on a variety of CRM platforms, this study revealed that up to 60% of CRM projects still fail.
Find out how to chart the right path from the get-go or course correct a project that is currently encountering issues.
Microsoft Dynamics Bible
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...
Revenue Engineering
Well-defined processes can make or break the productivity of a team. This is especially true of a sales team that often struggles with structure and technology. Using several tried-and-true tools coupled with The LUCK Principle™ methodology, Revenue Engineering offers a robust plan, or a quick start guide based on what your business short and long-term needs are.
C5 Insight Relaunches Its Website
C5 Insight, a leading Microsoft partner and provider of customer and employee engagement consulting services, has relaunched its website.
SharePoint Document Management in 6 Steps
Introducing SharePoint to your company can be overwhelming. A complete SharePoint rollout plan can include: Document Management Sites Forms Workflows Social Collaboration Newsfeeds Applications Business Intelligence …and that’s just getting started! SharePoint:...
Process: The Science of Selling
Sales representatives possess a unique combination of people skills, product knowledge, and persuasive abilities that allow them to connect with prospects, understand their needs, and close deals. However, while these skills are essential for success in sales, getting...
CPQ ROI Calculator
Adopting a configure price quote solution can improve your margins, decrease your quoting time and increase your win rate.
Rate Your CRM
Request your free downloadable copy of Rate Your CRM.
Microsoft Teams Deployment and Governance Guide
Transform your organization’s communication and team collaboration to be more efficient, productive, and engaging with Microsoft Teams.
