Better Lead Qualification in Dynamics 365
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The lead qualify process in Dynamics 365 leaves doesn't work for any scenario where a user doesn't want to create an opportunity. C5 Insight has delivered a better solution that gives users the option to create an opportunity (or not) depending on the unique situation.
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60% of SharePoint projects are stalled, struggling, or failing, according to research conducted by the Association for Information and Image Management. If the goal is enterprise collaboration, it matters most how people connect and remain engaged, not simply how products and platforms function.
This session takes off the gloves and delivers an open discussion of why SharePoint and collaboration projects fail – and how to successfully recover. Better yet, you will learn how to set yourself up for success from the start!
Watch this session if your organization is contemplating a new project leveraging SharePoint, migrating to a new version of SharePoint, or needs to recover from a problematic implementation.
In addition, the presenter will share 3 specific, real-world cases of failed projects – and how those projects were successfully turned around to deliver a successful project with broad user adoption.
You will learn :
1. The latest stats on SharePoint and collaboration failures
2. Deadly sins to avoid on every project
3. What other organizations are doing wrong that is leading to failed projects
4. Practical habits to prevent project failures
5. 3 real-world case studies on customers who recovered from failed projects
Failure to Connect: Why You're Not Getting More From SharePoint
Collaboration as we know it has changed dramatically over the years. It wasn't that long ago that we had to make a concerted effort to connect with one another; now that same effort is required to disconnect. So why do organizations continue to struggle to connect with employees, customers and partners?
Collaboration tools and technology are both numerous and sophisticated, but are we really better off? If we have the tools, the technology and the will, then why aren't we doing a better job with collaboration in our organizations?
In this session, we will tackle these questions and more, taking an in-depth look into why collaboration tools such as SharePoint fail to meet our expectations and what organizations can do today to forge new connections, become more productive, increase employee engagement, and build a lasting culture of collaboration.
Microsoft Dynamics CRM 2015 Spring Release - UR1
Microsoft has included a bevy of new features in the spring release of Microsoft Dynamics CRM 2015. This presentation, for non-technical audiences, walks through the top 10 new features in a countdown format. If you're on CRM 2015, CRM 2013, CRM 2011 or CRM 4.0, then take a moment to check out the new features.
The Evolution of the Intranet: Why Collaborative Intranets are More Critical ...
Collaboration as we know it has changed dramatically over the years. It wasn't that long ago that we had to make a concerted effort to connect with one another; now that same effort is required to disconnect. So why do organizations continue to struggle to connect with employees, customers and partners?
Collaboration tools are both numerous and sophisticated, but are we really better off? If we have the tools, the technology and the will, then why aren't we doing a better job with collaboration in our organizations? In short: Is a company that has a robust Intranet and can truly work together better nothing more than a myth - a lofty goal to which we aspire but will never attain?
In this session, the speaker will tackle these questions and more, taking an in-depth look into why collaboration projects fails to meet our expectations and what organizations can do today to forge new connections, become more productive, increase employee engagement, and build an Intranet that fosters a culture of collaboration.
The 7 Deadly Sins of SharePoint: Planning Successful Implementations and Avoi...
More than 60% of SharePoint projects are stalled, struggling, or failing, according to research conducted by the Association for Information and Image Management. If the goal is enterprise collaboration, it matters most how people connect and remain engaged, not simply how products and platforms function.
This session takes off the gloves and delivers an open discussion of why SharePoint and collaboration projects fail - and how to successfully recover. Better yet, you will learn how to set yourself up for success from the start! Join this session if your organization is contemplating a new project leveraging SharePoint, migrating to a new version of SharePoint, or needs to recover from a problematic implementation.
The Human Factor: Debunking The Myth That Technology Drives Collaboration
At the end of the day, people have always been what determines if a business succeeds or fails. They are the ones who work hard and achieve objectives, most often using tools in which their organization has invested. With the proliferation of and advances in technology such as SharePoint, Yammer, Delve, Office Groups, and Office Graph, why are 60-80% of organizations still struggling to achieve collaboration nirvana?
This 60-minute session will answer this question and more, spending time discussing how people, and not technology, lie at the heart of successful collaboration projects. In fact, in its most basic form, collaboration means "To work with another person", and this session will extract and explain the most common human factors that are present in every collaboration initiative, and how slight changes in your approach to people can lead to enhanced user adoption, improved employee engagement, and lasting ROI.
5 Steps to Better SharePoint Adoption
If you build it, they still may not come. How can organizations not only plan for great functionality with increased productivity, but also drive truly successful adoption?
60% of SharePoint projects are stalled, struggling, or failing, according to research conducted by the Association for Information and Image Management. If the goal is enterprise collaboration, it matters most how people connect and remain engaged, not simply how products and platforms function.
Watch this 30-minute session to walk away with 5 proven ways to deliver not only ROI, but real business value from your SharePoint environment.
Why Upgrade from Microsoft CRM 2011 to CRM 2015?
Many businesses are still using Microsoft Dynamics CRM 2011. This slideshare provides a "top 10" countdown of what business benefits can be achieved by making the upgrade.
Microsoft Dynamics CRM - Outlook Integration for Law Practices
Microsoft Dynamics CRM (customer relationship management) offers outstanding tools for law practices. This presentation outlines the Outlook integration features. In one click you can track Outlook email, contacts and appointments.
Why Collaboration?
Gallup reports that organizations that engage their employees and customers achieve 240% better results than those that do not - but that 70% of employees are not engaged. As a result of this and other forces, a recent IBM study identified collaboration as one of the top priorities of CEO's from around the world.
This infographic takes a closer look at collaboration - what it is important now, and why it will become increasingly important over the next 5-10 years.
Collaboration and Relationship Management - Risks and Rewards
Organizations are spending billions on social collaboration and customer relationship management platforms. In 9 slides, learn the fundamentals of these solutions, how every organization can benefit, and what pitfalls to watch out for.
30% - 60% of CRM Projects Fail
Starting a CRM Project? Did you know that between 30% and 60% of CRM projects are destined for failure? If you've ever been a part of a CRM project before, you know what I mean. Learn the latest statistics on CRM failure and the counter-intuitive path to a profitable CRM project.
C5 Insight
C5 Insight is a team of business strategists and consultants that empower people to work together better, inside and outside of their organizations. By utilizing a number of proven frameworks and seamlessly integrating technologies, such as Microsoft SharePoint, Dynamics CRM, and Salesforce.com into everyday practice, we facilitate more productive business relationships. Our clients experience elevated employee efficiency, increased customer loyalty, improved sales win rates, and higher workplace satisfaction.
SharePoint Guide: Getting Started in SharePoint 2013
This document provides an overview of getting started with SharePoint 2013. It begins with a non-disclosure agreement indicating the confidential nature of the content. The agenda then outlines key features of SharePoint 2013 including web content management, search, social computing, business intelligence, branding, mobile access, apps, records management, eDiscovery, and business connectivity. Tips are provided on upgrading environments and how to get started with SharePoint 2013 Online. The presentation suggests immediate actions users can take to become productive such as addressing collaboration bottlenecks, using document libraries, and setting up blogs.
Using Goals, Goal Metrics and Rollup Queries in Microsoft Dynamics CRM 2011
The Dynamics CRM 2011 Goals feature makes it easy to set business Goals, assign Goals to individual teams or employees, and track and measure results against your targets. This presentation will show you how to create, assign, track and measure Goals in Dynamics CRM 2011 and Online.
High-level Guide: Upgrading to SharePoint 2013
This document provides guidance on upgrading from SharePoint 2010 to SharePoint 2013. It discusses the upgrade process, including preparing the existing SharePoint 2010 environment, building a test environment to test the upgrade, and implementing the actual upgrade. The preparation steps include inventorying customizations, cleaning up the SharePoint 2010 environment by removing unused sites and lists, and checking authentication settings. The document outlines building a SharePoint 2013 test farm and using real data to test the upgrade strategy. The implementation section covers upgrading service applications and content databases.
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Building a Better Intranet: Moving From Frustration to Effective Collaboration
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The Evolution of the Intranet: Creating a Culture of Collaboration
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Failure to Connect: Why You're Not Getting More From SharePoint
Failure to Connect: Why You're Not Getting More From SharePoint
The Evolution of the Intranet: Why Collaborative Intranets are More Critical ...
The Evolution of the Intranet: Why Collaborative Intranets are More Critical ...
The 7 Deadly Sins of SharePoint: Planning Successful Implementations and Avoi...
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The Human Factor: Debunking The Myth That Technology Drives Collaboration
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Microsoft Dynamics CRM - Outlook Integration for Law Practices
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SharePoint Guide: Getting Started in SharePoint 2013
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The introduction of DLAU and the CCB & CCX licensing model caused quite a stir in the HCL community. As a Notes and Domino customer, you may have faced challenges with unexpected user counts and license costs. You probably have questions on how this new licensing approach works and how to benefit from it. Most importantly, you likely have budget constraints and want to save money where possible. Don’t worry, we can help with all of this!
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みなさんこんにちはこれ何文字まで入るの？40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの？えこ...
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Better Lead Qualification in Dynamics 365
- 2. Standard Lead Qualify Process in Dynamics 365 Doesn’t Cover Scenarios Where User Doesn’t Want to Create an Opportunity LEAD ACCOUNT CONTACT OPPORTUNITY If an account exists, then use existing. Otherwise create a new one. If the contact exists, then use existing. Otherwise create a new one. Create an opportunity no matter what. Give it the same name as the lead. And move the user to this record after qualify.
- 3. I DO NOT WANT TO CREATE AN OPPORTUNITY… …EVERY TIME I CONVERT A LEAD!
- 4. • Multiple leads come in for the same company. User wants to convert all leads to be under the same account, but only 1 (or zero) opportunities. • A duplicate lead is created via the contact us form on the website. User wants to set it to Qualified and close it, without creating an opportunity. • User wants to create an opportunity, but name it differently from the lead, without having to edit the opportunity after it opens. Unsupported Lead Conversion Scenarios Dynamics 365 Lead Conversion and Qualification OPPORTUNITY
- 5. Lead Conversion Solution from C5 Insight LEAD ACCOUNT CONTACT OPPORTUNITY If an account exists, then use existing. Otherwise create a new one. If no account name provided, then do not create an account. If the contact exists, then use existing. Otherwise create a new one. Give user option to create an opportunity or not. If user does create one, then provide option to name it differently from lead.
- 6. • Tested on Dynamics 365 July 2017 version, and expected to work thereafter • Tested on IE, Edge and Chrome (IE requires one extra click) • Licensing • 1 production instance of CRM • Unlimited DEV instance of CRM (supporting the 1 production instance) • Unlimited users • 30 day satisfaction guarantee after installation • Not guaranteed to work with new Dynamics releases; any support is on a T&M basis Technical Details
- 7. luck@c5insight.com 704.895.2500 www.c5insight.com C5 Insight UNC Charlotte Campus FOR MORE INFORMATION