Dynamics 365, Microsoft 365, SharePoint, Teams, Power BI

Customer and Employee Engagement Consulting – Portland, OR

call us

schedule a consultation

Powered by LUCK™

Automate Sales, Service, Marketing, Internal Communications and Document Management with C5 Insight

Z

Keep your business organized and efficient with document management

Z

Communicate with customers more effectively with digital communications

Z

Increase sales and productivity with CRM consulting and implementation

Z

Leverage provide Microsoft solutions and proven consulting services from C5 Insight

GET IN TOUCH

"*" indicates required fields

Name*

Company Name*

Phone*

Email*

Address

What you are interested in learning more about?

Hidden

Topic

Our Latest Insights

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...

Sending Surveys through Dynamics 365 Marketing and Setting ‘Regarding to’ Field

In this tutorial, learn how to combine Dynamics 365 Marketing with Power Automate to set the “Regarding to” field and send customer surveys.

4 Reasons Why Using CRM Helps You Manage Better Sales Meetings

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...

Rate your CRM

Download | Learn More

"It is only through C5's deep experience and knowledge that we were able to exceed the lofty expectations for our Dynamics 365 CRM upgrade."
CRM Director | 2,000 Employee Accounting Firm

"Your SharePoint training was excellent and helped me to understand the massive potential."
Chief Financial Officer | Management Consulting Firm

"Kudos to you and your team of architects and advisors. They worked tirelessly to help us deliver; always with a great attitude and a true consulting spirit. We look forward to partnering with you on future projects."
Chief Information Officer | 46,000 Employee International Facilities Management Company

"C5 Insight was a great partner for our complicated project that included development work in SharePoint and Dynamics 365 done by a previous vendor. Even with a 6 hour time zone difference, the C5 team were thoughtful, hardworking and honest."
Chief Information Officer | EU-Based Higher Education Institute

"C5 Insight tailored the methods used to gain knowledge of our company’s infrastructure and business use of SharePoint with their unique LUCKstorming process. They delivered a comprehensive strategic quickly and cost effectively."
IT Director | 6,400 Employee Paper and Packaging Manufacturer

"I was jokingly telling our folks that I felt as if I had been through an interrogation session, but please take that as a compliment! It speaks highly of a core competency your team possesses. Thoroughness, efficiency and honesty are extremely valuable to us."
Chief Information Officer | 7,200 Employee City Government

"C5 Insight understands business – not just technology - and knows how to work with leaders and users to deliver lasting change."
Chief Executive Officer | 14,000 Employee International Agricultural Products Manufacturer

"When we launched our CRM project, we were well aware of the high failure rates experienced on these kinds of initiatives. C5 Insight’s team came alongside of Nomacorc to deliver a long-term roadmap, technical project implementation, and aided our leadership team in identifying and overcoming obstacles."
Vice President, Global Sales | $130 million Industrial Manufacturing Company

"We've worked with 3 customer relationship management vendors. C5 Insight is the first one who has taken the time to listen to us and understand our business - and the first I would call a partner and not just a vendor."
Chief Financial Officer | $125 million Waste, Environment and Energy Management Organization

Dynamics 365, Microsoft 365, SharePoint, Teams, Power BI

Customer and Employee Engagement Consulting – Portland, OR

Automate Sales, Service, Marketing, Internal Communications and Document Management with C5 Insight

Keep your business organized and efficient with document management

Communicate with customers more effectively with digital communications

Increase sales and productivity with CRM consulting and implementation

Leverage provide Microsoft solutions and proven consulting services from C5 Insight

Our Latest Insights

The Luck Principle

The Luck Principle Infographic

The People-Centric Workbook

Rate your CRM

Have any questions?

Contact Us ►

Marketing

Customer Care

Dynamics 365

Project Management

Analytics

Commerce

D365 Product Visualize

Interested in how we can improve your customer and employee engagement?

Contact us for a free assessment ►