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Archive for the ‘Dynamics CRM for Marketing’ Category

Microsoft Dynamics CRM and The High Value of Customers in Today’s Market

Thought-provoking post by Ron Volper, “Up Your Sales in a Down Market”, in Friday March 2′s destinationCRM.com. According to the post, the buying patterns of today’s customers have changed, and overall they’re less loyal than they were in the past. To combat this change in behavior, B2B companies need to update their marketing/selling strategies not only by “selling [...]

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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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InsideView For Microsoft Dynamics CRM 2011

Now that Microsoft Dynamics CRM 2011 is so widely used and adapted, the after-market is becoming alive with some really great add-ons.  One of them that we implemented in house is InsideView.  InsideView lives inside the Account record in CRM in a separate field. The application finds a match for the account name and reports [...]

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How Successful Was Your Last Marketing Campaign?

Marketing can be as accurate as tossing darts.  Sometimes you hit the bull’s eye, other times you’re way off center.  Before throwing good money after bad, analyze marketing efforts to see what is working and what isn’t. If you don’t have software in place that can help you fine tune marketing campaigns, it can be [...]

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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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QR Codes Breathing New Life into Print Media

SalesFUSION, the maker of SalesFUSION360, a leading marketing automation software platform that offers deep out of the box integration to Microsoft  Dynamics, began actively promoting a unique new feature in its Dialog solution this year.  SalesFUSION Dialogs are an advanced landing page, surveys and social media publishing tool within the marketing automation platform.  As part [...]

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Document Management and Storage in Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight goal management, one of the many enhancements delivered with the new version. The new goal management functionality provides for comprehensive configuration and tracking of goals based on any data in your Microsoft [...]

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