Happy St. Pat’s Day!
Mar12

Happy St. Pat’s Day!

It’s our tradition at C5 Insight to say thank you to our clients, partners and friends each year on St. Patrick’s Day. 🍀 Happy St. Patrick’s Day! 🍀 Why St. Patrick’s Day? At C5 Insight, our secret sauce is The LUCK Principle™. We’ve spent years discovering the secrets of using digital tools to create better relationships – with employees, customers, or anyone else. Forming… Continue...

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When You’re Are a Hammer, Everything Looks Like a Nail
Feb26

When You’re Are a Hammer, Everything Looks Like a Nail

I didn’t always understand that expression. But I do now. Because I’ve come to realize that in life and in work, we commonly make less than optimal decisions based on the hammer/nail paradigm. It’s a matter of perspective, a perspective formed by numerous factors such as our upbringing, environment, education, religion…and the list goes on. We tend to put forward solutions that our… Continue Reading Ally...

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Improve CRM Adoption by Asking Why
Dec20

Improve CRM Adoption by Asking Why

Why is the sky blue? Why is water wet? Why do I have to go to school? A study by The Telegraph shows that 4 year old girls ask an incredible 390 questions per day!  It’s how they make sense of their world and expand their knowledge base. Children are naturally curious. Somehow, as we grow older and theoretically wiser, we become less curious. And in the workplace, where one might think that… Continue Reading Ally...

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CRM Failure: The Tortoise and the Hare
Dec14

CRM Failure: The Tortoise and the Hare

Last month I was sitting in on a meeting with the COO of a prospect that we had presented to about a year ago regarding a CRM project.  We didn’t win the project at that time – they went with another vendor.  Here’s how the conversation went: COO: “Last year we evaluated and pulled the trigger on a CRM solution within a week … it was critical to get it up and running quickly so we...

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Dynamics 365 View: Accounts with No Activities for 30 Days
Sep17

Dynamics 365 View: Accounts with No Activities for 30 Days

An often requested Dynamics 365 feature is to have a view of “past due” accounts, contacts, leads, or cases.  By “past due” I mean records that have had no contact for a certain amount of days. There are a number of ways to give your users this capability.  I’ll review some of the simpler ones today. Option 1: Accounts with No Activities View in D365 Microsoft recently rolled out a new…...

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3 Case Studies in Customer Service
Jun22

3 Case Studies in Customer Service

CRM software touts its ability to manage 3 areas of your business: Sales, Marketing, and Customer Service. My experience has been that most companies implement a CRM solution to automate and enhance their Sales and Marketing efforts. Customer Service is often an afterthought. And that’s a pity. Because once you’ve attracted all of those new customers by implementing the superpowers of your… Continue Reading Ally...

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