Big shoutout to the amazing women in technology we’re lucky to have on our team here at C5 Insight! 👏 Tricia Desso-Cox, MM Ashley Watkins Traci Winter Paige Cassada Emily Boiteau Kelly Daum Jennifer Dorward Chee Walton, MBA, PMP Haley Batucan #WomeninTechnology #MySummitNA
C5 Insight
Business Consulting and Services
Charlotte, NC 2,259 followers
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About us
Create contagiously engaged employees that transform the customer experience. Our team is fiercely passionate about helping organizations accelerate adoption of digital workplace and marketing technologies such as Microsoft 365 (Teams/SharePoint) and Dynamics 365 CE/CRM. We firmly believe that business success relies on people, plans, and process. Technology should work for people - not the other way around. Areas of Expertise: - Artificial Intelligence (AI) - Business Intelligence (BI) - Business process engineering - Collaboration solutions - Customer Relationship Management (CRM) and Extended Relationship Management (xRM) - Custom application development - Document management - Marketing automation tools - Ongoing coaching, consulting and training - Portals for employees, partners and/or customers - Social media integration - System integration Follow us on Twitter: https://twitter.com/C5Insight Find us on Facebook: https://www.facebook.com/C5Insight View Videos and Demos on C5 Tube: http://tube.c5insight.com
- Website
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http://www.C5insight.com
External link for C5 Insight
- Industry
- Business Consulting and Services
- Company size
- 11-50 employees
- Headquarters
- Charlotte, NC
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Business Planning and Process Consulting, Microsoft SharePoint, Microsoft Dynamics CRM, Scribe, Enterprise Content Management, Collaboration, Relationship Management, Informatica, Management Consulting, Helix Planning, Microsoft Teams, and Dynamics 365
Locations
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Primary
Get directions
PORTAL Building, Suite 348
9319 Robert D. Snyder Rd
Charlotte, NC 28223, US
Employees at C5 Insight
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🍀 Geoff Ables
Microsoft Copilot MVP | AI & Digital Strategy | Keynote Speaker & Best-Selling Author | Helping leaders use Copilot, Dynamics 365, M365 & Power…
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Tricia Desso-Cox, MM
Proven Operations Leader, Consultant, Author, Speaker, Fractional EOS Integrator
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Traci Winter
Senior Director Business Consulting @ C5 Insight | Customer Success, Sales Leadership
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Pablo Peralta
Microsoft Certified Dynamics 365, Copilot, and Power Platform Specialist.
Updates
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Join C5 Insight for our last two AI-focused sessions at #MySummitNA! 🤖 Understanding Copilot Studio Agents: Learn what #CopilotAgents are and how they can proactively completes tasks, freeing you up for more strategic activities. Speakers: Jordan Loeffler & Traci Winter 💡 Making Makers: Explore the importance of enabling and empowering your people to become makers using tools like #PowerAutomate, #PowerApps & #CopilotStudio. Speakers: Tricia Desso-Cox, MM & 🍀 Geoff Ables
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This is what #MySummitNA is all about, thanks to Dynamic Communities 🔄 We’re excited to continue building community today at the largest independent innovation, learning, & training event of the #MicrosoftBusinessApplications ecosystem: Community Summit North America.
Just a reminder: we like you and we're glad you're here. #Dynamics365Community
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You have two powerful options for building a Microsoft-powered extranet: #PowerPages and #SharePoint. In this session, you'll learn the pros and cons of each, real-world case studies, feature comparison, and look ahead to the future of portal technology. #DigitalCollaboration #MySummitNA #Extranet
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Join Emily Boiteau & 🍀 Geoff Ables today for a face off between Power Pages and SharePoint! #Extranet When: 9:45 AM Where: Desoto 1 - Convention Center, Mezzanine Details: https://lnkd.in/eScJN7Ew
Microsoft Copilot MVP | AI & Digital Strategy | Keynote Speaker & Best-Selling Author | Helping leaders use Copilot, Dynamics 365, M365 & Power Platform to grow faster & lead smarter.
Trying to decide on the right Microsoft technology to use for your #Extranet Portal? It's not as easy as this image suggests! Excited to speak alongside Emily Boiteau on this sometimes confusing topic at #CommunitySummit (www.summitna.com) October 18-23 in Orlando. Dynamic Communities #PowerPlatform #PowerPages #SharePoint
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Does #Microsoft365 feel more like duct tape and paper clips than a #ModernWorkplace solution? Do your teams still rely on email chains, shared drives, and workarounds? Do your Teams and Sites feel like ghost towns? It might be time to hit the reset button... Join us to learn a practical, leadership-friendly roadmap to launch (or relaunch) Microsoft 365 the right way! https://buff.ly/2LyiU3u
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We’re excited to share that 🍀 Geoff Ables was recognized tonight as a Community Summit NA Legend! 🎉🏆 #MySummitNA #LegendAward #MicrosoftMVP
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We're presenting two final sessions to wrap up Day 1 of #MySummitNA! REVENUE ENGINEERING: Unlock the full potential of #Dynamics365Sales with powerful tools designed to boost deal sizes, shorten cycle lengths, increase win rates, and ensure that no deal falls through the cracks. MODERN WORK MAKEOVER: Eliminate the top 10 time-wasters using the productivity tools you already have in #Microsoft365, supercharged by #MicrosoftCopilot.
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🍀 Geoff Ables & Malcolm McAuley have a full house right now at their session: 7 Habits of #AITransformation Success! Ready or not, #AI and #Copilot are transforming every business (daily). In this #CommunitySummitNA session, attendees will learn the key components of successful AI-powered digital workplace projects. #MySummitNA #DigitalTransformation
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