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Archive for the ‘CRM Software Implementation Tips’ Category

Five Training Resources for Dynamics CRM

Learning a new CRM system can be a daunting challenge for front line employees.  As with any change and new product, there are early-adopters and laggards.  Some percentage will completely embrace the new system and proactively educate themselves.  Others will resist and may never use more than the basic functions. Proper training can benefit an [...]

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Quick Start Guides Make Getting Started with Microsoft Dynamics CRM 2011 a Snap

Are you considering Microsoft Dynamics CRM 2011 as either your company’s first CRM system or as a replacement for another system, but haven’t yet made the leap? Are you worried that getting your new system up and running will take a lot of time and effort on the part of yourself and your staff? We [...]

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Our 4 Favorite Ways to Add Social Media to your CRM Software

Social media is invading nearly every aspect of business.  There seems to be a Facebook, LinkedIn, or Twitter link on nearly every website, print ad, and commercial ads.  If you aren’t using social media to reach out to your customers, then you could be missing important opportunities. Tools that listen to social media streams are [...]

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CRM for Associations: A New Era in Member Engagement and Revenue Generation

Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations” solution to centralize their marketing, lead, opportunity, and service management [...]

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Get Ahead of the Curve in 2012: 5 Tips for a Successful CRM Implementation

As businesses delve head first into exciting and ambitious goals of another New Year, it’s crucial to start off on the right foot. Enhancing customer relationship management, sales, and marketing plays a key role to ensure your company has a great 2012. We here at The TM Group have five tips to help you optimize [...]

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5 Key Ingredients for a Successful CRM Implementation

Whether you’re starting a new CRM initiative or salvaging an existing one, never underestimate the value of taking the time to gauge if your organization has the key ingredients for a successful CRM implementation – before you decide to implement. 1) People and process first, software second The best CRM software doesn’t overcome process or [...]

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Integrate Dynamics CRM with Office 365: Empower Your People

Communication is critical to business success. To effectively manage the communication between you, your employees, customers and suppliers, you need the complete package: integrated and accessible sales, marketing and business process information. The November 2011 service update for Microsoft Dynamics CRM Online included a close integration with Office 365, however the integration story of Dynamics [...]

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Score New Leads Using CRM 2011 Dialogs

Qualifying leads for sales helps prioritize a salesperson’s work to align his/her timing with the lead’s timing.  In addition, salespeople are prepped for the call by reviewing the qualified questions and answers and can use that information to enhance the initial sales call, rather than sounding like a cold call. Would you like an easy [...]

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How to Minimize Little Irritants During Your CRM Implementation – the CRM Starter for Microsoft Dynamics CRM Makes a BIG Difference

The key to finding a good software vendor starts with evaluating their expertise. When it comes to your CRM software implementation, your consulting partner’s experience can make a BIG difference in the success of your business. At The TM Group, we take pride in both our business acumen and our technical expertise, and have taken [...]

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Fresh Perspective for this Holiday Season: Effective Customer Relationship Software Creates Opportunity

As we get caught up in the Holiday spending and chaotic schedules, let’s take a moment to reflect on the opportunity of the Holiday season…if we have a proper customer relationship management tool in place. Whether you’re in the retail or distribution industry, the Holiday season puts a lot of pressure on businesses. You need [...]

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