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If you're a sales manager who isn't using a CRM solution to manage sales meetings yet, you're not getting the full value of your organization's CRM investment. In this blog, we'll explore why and how to use CRM for sales meetings and the plan you can follow for...
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:...
![[Webinar] D365 Business Central and Customer Engagement/CRM Integration: Choosing the Best Approach for You](https://c5insight.com/wp-content/uploads/2023/11/D365-Business-Central-and-Customer-EngagementCRM-Integration-Choosing-the-Best-Approach-for-You-400x250.png)
Watch real-life demos and leave with concrete, valuable takeaways about which technology to use and when depending on your business needs.
Many sales professionals rely on their instincts and experience, but a sales process is a systematic approach to selling a product or service.
Registration opens today for these upcoming events for Business Executives, Sales Directors, Marketing Managers and Information Technology Leaders that want to learn more about customer relationship management (CRM) and Dynamics 365 Sales, Customer Insights, Customer...
C5 Insight, a leading Microsoft partner and provider of customer and employee engagement consulting services, has relaunched its website.
Adopting a configure price quote solution can improve your margins, decrease your quoting time and increase your win rate.
Request your free downloadable copy of Rate Your CRM.
Adopt these digital etiquette boundaries, best practices and rules of engagement to keep your team efficient, engaged and informed.
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...
Learn quick steps for getting started with an AI assistant, how to build a long-term plan, and how to use AI to super-humanize your team.
Learn how to create long-lasting, mutually beneficial customer relationships faster than you can say, “Dynamics 365 Customer Insights – Data.”
When you're using Microsoft Teams, sometimes your pictures paste directly into a post (such as copying an image off of a website and pasting it into Teams). Other times, try as you may, the picture just won't paste! Images not pasting is likely a bug that will be...
In this session, you’ll learn what it takes to achieve CRM success (even if you’ve already started and need to rethink your project).
Learn the 7 essential components that every successful digital workplace project must have – and how AI is impacting these habits.
This session delivers an annual planning framework for moving your project forward, getting it back on track, or starting a new project.
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