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 working with
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 working with
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 inevitably find
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 like, “why
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 complain to
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 are designed for