Understanding Dynamics 365 CRM Playbooks
Microsoft recently released Playbooks for Dynamics 365 for Sales and Customer Engagement. What are these, how might you use them, and what should you be careful about when…
Geoff Ables
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Failure to Adopt CRM: 7 Myths and 10 Realities
The struggle is real: over 60% of CRM projects fail to gain user adoption. Visit any conference or user group that focuses on customer relationship management, and you’ll…
12 Reasons Why: CRM Activity Management Adoption
It’s a question we hear all the time: “why do I need to track my activities in our CRM solution?” And it is often accompanied by other questions…
4 Things Successful Employees Do When Co-Workers Complain
Complaints: Sometimes they’re valid. Sometimes they’re drama. And sometimes they’re toxic. If you leave it to leadership to deal with complaints, you’re missing the big picture. Most employees…
Attend CRM Workshops – Get Lead Conversion and CRM Consulting for Free!
C5 Insight will be presenting 4 strategic CRM sessions at CRMUG Summit’s pre-conference academy. Topics will including planning, roadmaps, process design, journey mapping and user adoption. These sessions…
Omni-Channel = Big Data
Omni-Channels Customer Experiences Create Big Data Most businesses have begun to recognize the importance of engaging across multiple channels. And most are beginning to realize the next challenge…
9 Digital Transformation Success Partnership Tips
Transforming into a digital workplace is no small task. A partnership to support your transformation requires far more than technical acumen. There are many components in a digital…
Digital Disruption: A Tale of Two Cities
According to CNET, less than 1% of company executives were concerned about digital disruption in 2015. By the end of 2017, that number had jumped to 75%! From…
Privacy vs Personalization: Finding the Balance
Every organization exists to serve people – customers and employees. Big data is a tool that makes it possible to serve more people than ever before. But…
Make No Mistake: PEOPLE Drive Business PROCESS
It’s an age-old conundrum. Which came first, the chicken or the egg? It’s not a simple question, because you can’t have a chicken without an egg, nor can…