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Archive for the ‘Dynamics CRM for Sales’ Category

Targeted Marketing with Microsoft Dynamics CRM

What’s better than a marketing campaign with all the bells and whistles?  A marketing campaign with all the bells and whistles that’s targeted to a segmented audience who actually wants to hear what you have to say.  No, it’s not a tall order, it’s exactly what Microsoft Dynamics® CRM can provide – a sharp, effective, [...]

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Come See a Demo of DynamicsADvantage for CRM at Microsoft Dynamics Convergence in Houston Texas!

One of the best parts of Microsoft Convergence is the Expo hall, filled with booths of products and services that integrate with Microsoft Dynamics Business solutions. The Expo experience is a great opportunity to learn about the solution you own and what add-ons and customizations are out there to enhance your software. It has been a [...]

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Wealth Management Firms turn to Microsoft Dynamics CRM 2011 to Amplify their Sales and Service Results

Customer Effective is poised and ready to empower wealth management firms with flexible, scalable, and security-enhanced CRM tools and integrated solutions to grow their business. Customer Effective: FinServ for Wealth Management is our pre-configured Microsoft Dynamics CRM 2011 offering consisting of a full-featured Marketing, Sales, and Service suite tailored to wealth management industry needs. Below [...]

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Use Goal Management in Microsoft Dynamics CRM 2011 to Track and Improve Sales Team Performance

With the holidays behind us, many Sales teams are in the process of receiving new comp plans for the New Year. Sales management is faced with the dilemma of devising compensation structures that not only reward top performers, but also motivate them to continue producing at a high level going forward. Besides possibly changing compensation, [...]

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Customer Effective Announces Microsoft CRM for Health Plans Webinar Series

Customer Effective is excited to announce a Winter Webinar Series for Health Plan Providers. You will see how other Health Plan Organizations are using Microsoft Dynamics CRM to better manage their business. We will show you that CRM is not just a Sales Force Automation tool. Join us for our webinar series and learn how [...]

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Don’t Let Your Sales People Be Data Entry Clerks Just Because You Want Information – use Microsoft CRM

Every company that implements a CRM system expresses a common concern “We don’t want to turn our sales staff into data entry clerks, we want them meeting with clients and prospects”. Obviously, the value of your sales team is having them meet with clients, prospects, networking contacts and other people who can drive opportunities. Having [...]

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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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How to Increase Your Company’s Selling Power

Do you wish you could hire more salespeople, but can’t afford it? How about giving the salespeople you have the tools that will make their jobs a little easier? One such tool that can help with this is a customer relationship management system, in particular Microsoft Dynamics CRM. Its wide array of capabilities allows your [...]

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The Challenge of Open Rates in b2b Email Marketing

I recently got into a spirited discussion in LinkedIn about email open rates and what users of various email marketing tools and marketing automation platforms should expect when they engage in b2b email marketing programs.  The net result of the discussion was that “it depends”.  Seeing this as a nice blog topic, I wanted to [...]

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