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Archive for the ‘Dynamics CRM for Customer Service’ Category

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 [...]

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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 [...]

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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 [...]

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Microsoft Dynamics CRM is the Key to Reconnecting and Becoming Customer-Centric

Due to the new challenging economic realities of the global hyper-competitive environment, many firms are desperately trying to sustain performance levels and keep customers happy. As customer expectations rise and brand loyalty declines faster than ever before, the firms that still insist upon focusing on short-term transactions and quick wins will certainly lose market share [...]

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Harnessing the Power of Dialogs with Microsoft Dynamics CRM 2011

Utilizing all the functionalities in Microsoft Dynamics CRM 2011 is a sure bet to increase your organization’s productivity, optimize daily operations, and enhance your work processes at all levels. One of the most effective ways to do that in Microsoft Dynamics CRM 2011 is taking advantage of the Dialog feature. When you interact with a [...]

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Become More Customer-Loyalty Focused With Microsoft CRM

Due to mounting competition and increasing client acquisition costs, extending customer loyalty is extremely important in today’s business environment. Compared to trying to penetrate new markets and find brand new customers, it is much easier to cross-sell, upsell, and retain existing highly satisfied clients. Companies committed to earning and maintaining customer loyalty will definitely experience [...]

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Customer Relationship Management and the BYOD Revolution

Are you bringing your iPad or favorite Android gadget to work? You are not alone. According to most analysts, bring-your-own-device or BYOD is happening right now.  Enterprise workers are quite dependent on their personal smartphones and tablet computers, constantly finding new applications for them in a business setting. With this surge in enterprise mobile computing, [...]

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xRM: Extending the Scope of Microsoft Dynamics CRM

Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition. According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers. With that, let’s now take a look [...]

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Switch from Spreadsheets to Microsoft CRM and Close More Deals

Many organizations are still using Excel to manage their leads and opportunities. Despite being the industry standard for spreadsheets, Excel does have its drawbacks when used to track and report on sales pipelines. First and foremost, the administrative overhead of using Excel for this routine results in top producers wasting valuable time. Since sales reps [...]

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Be Quick on Your Feet with CRM Software

In this fast paced world, you have to think quickly and act quickly when meeting with clients and turning proposals into contracts.  Sometimes you can’t be in the office to check the status of prospects, look for new opportunities, or check on existing projects.  Does that mean you can’t do your job?   Of course not! [...]

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