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...
Customer Engagement

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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:...
[Webinar] D365 Business Central and Customer Engagement/CRM Integration: Choosing the Best Approach for You
Watch real-life demos and leave with concrete, valuable takeaways about which technology to use and when depending on your business needs.
Process: The Science of Selling
Many sales professionals rely on their instincts and experience, but a sales process is a systematic approach to selling a product or service.
17 Dynamics 365 CE Webinar Events You Don’t Want to Miss
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 Relaunches Its Website
C5 Insight, a leading Microsoft partner and provider of customer and employee engagement consulting services, has relaunched its website.
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.
Digital Communications Etiquette
Adopt these digital etiquette boundaries, best practices and rules of engagement to keep your team efficient, engaged and informed.
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...
[Webinar] GPT and Copilot: Step Into the Future Starting Today
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.
[Webinar] Show Me the Demo! Customer Insights – Data (CDP)
Learn how to create long-lasting, mutually beneficial customer relationships faster than you can say, “Dynamics 365 Customer Insights – Data.”
How to Paste a Picture into Microsoft Teams
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...
[Webinar] 7 Habits of CRM Success (and Recovery)
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).
[Webinar] 7 Habits of Modern Collaboration Success (and Recovery) with Microsoft 365
Learn the 7 essential components that every successful digital workplace project must have – and how AI is impacting these habits.
[Webinar] Roadmap to (Re)Launching Your D365 or M365 Project
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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