In speaking with many clients and prospects, we often find that their CRM system does not support their internal sales process or, in essence, their sales team. This can be caused by a number of reasons, including the system being too difficult to understand and/or complex to use. Another challenge for sales teams is the [...]
continue reading...Archive for the ‘CRM Software Research’ Category
Manage, Convert, Analyze, Understand, and Find Relationships with Microsoft Dynamics CRM
If you have unstructured data within your company, it’s not doing you any good. To make any type of analytical data useful, you need to manage, convert, analyze, and finally, understand it! Get your data out of file cabinets and spreadsheets, pull it off your website and social media pages, and put it into a [...]
continue reading...Solve Problems and Improve Customer Service with Enhanced Customer Insight
You engage with your customers in a number of ways and those interactions provide important insight into how you should and shouldn’t do business. In order to provide a superior experience for your customers, you want to make it easy for them to provide feedback, for you to quickly resolve problems when they arise, and to pay attention [...]
continue reading...How Workflows within Microsoft Dynamics CRM Benefit Your Company
Using customer relationship management (CRM) software like Microsoft Dynamics® CRM will save you time, shorten the full sales cycle, and improve your marketing results. Another significant benefit to this software solution is that it will build in consistency and reliability for your sales and marketing teams. If your team members are using files, spreadsheets, or [...]
continue reading...The Difference between Customer Experience Management (CEM or CXM) and Customer Relationship Management (CRM)…Is There One?
Perceptions about Customer Experience Management (CEM or CXM) are similar to that of Customer Relationship Management (CRM) mainly because CRM was created to enhance the customer experience. And really, do we need to add another acronym to the software mix? Since the market insists and CEM or CXM solutions are starting to pop up, here’s [...]
continue reading...Making Note of Key Relationships with Microsoft Dynamics CRM
One often overlooked but important tool in an effective CRM software solution is the ability to make notations about prospect and customer encounters. These notes help sales people keep track of conversations with contacts throughout the entire sales cycle. This process not only keeps the salesperson on top of his personal and professional information about [...]
continue reading...Three Ways Mobile CRM Helps You Close Sales Faster
If you’re contemplating adding mobile functionality to your CRM, you should know the advantages; and a major advantage comes into play when closing sales…here’s how having information at your fingertips gets the job done: Vital customer information at your fingertips: Microsoft Dynamics® CRM can prepare you for short-notice customer meetings or when you run into customers [...]
continue reading...Non-Profit Fundraising with Microsoft Dynamics CRM
Unlike their for-profit neighbors, organizations dependent on donors are very much driven by sudden and unexpected needs. Microsoft Dynamics CRM 2011 is also an effective non-profit fundraising software tool. By using Microsoft CRM’s special functions for campaigns, publicly funded organizations can rapidly track donations in real-time, and then monitor and respond to campaign feedback. And thanks to [...]
continue reading...Finding Your Microsoft Dynamics CRM MVPs for a Winning Opening Day all the Way to the World Series!
It’s hard to believe that baseball spring training is already coming to an end and opening day of the regular season is only a few days away! Our beloved Detroit Tigers’ opening game is against the Boston Red Sox on Thursday, April 5th. We’re expecting a fantastic season opener and predict the Tigers will take [...]
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