As a Marketer, CRM software (http://mig.com/Software-Solutions/Customer-Relationship-Management-CRM) is your best friend. You will use this every day and want to make sure you have all your shortcuts easily accessible. With Microsoft Dynamics CRM you don't have to be an IT expert to customize it to your personal preferences. And with so many personal customizations easily available [...]
continue reading...Archive for the ‘Dynamics CRM for Sales’ Category
The Top Five Strategies for Improving Sales Performance
Last October, we discussed the idea of "Selling CRM to Sales". In this post, we highlight how to improve overall sales performance using CRM. Is your Sales team performing at top capacity? According to a recent sales performance optimization study from CSO Insights, over 50% of companies need to increase the effectiveness of their sales [...]
continue reading...Maps Add Value to CRM: How Sales Reps Benefit
What do you think of when you think of maps? Vacations, treasure hunts, weather forecasts? Maps do more than display a place or how to get from one place to another. In sales, for example, maps let you visualize and conceptualize spatial relationships more easily than with rows and columns in spreadsheet data. Even better: [...]
continue reading...The (CRM) Truth is Out There Part 1
If a consultant tells you that your CRM should provide a “360 degree view of the truth” it’s like a coach instructing his players to “go out there and give it all you’ve got”; it’s true, but not particularly useful. When it comes to customer Truth in CRM, the key realization is that you’ve probably [...]
continue reading...CRM at Your Fingertips 24/7 with MOBILE CRM
“He who walks in the middle of the road gets hit from both sides.” – George P. Schultz Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question [...]
continue reading...Valued Customers vs. Volume Customers
At first glance, it may seem that having hundreds of customers is a good thing, but when it comes down to the bottom line, more isn’t always better. Having customers is obviously critical, but you want good-customers, not bad-customers. Telling the difference between the two isn’t always easy, but a customer relationship management (CRM) solution [...]
continue reading...Identify Opportunities for Staff Performance Improvement with Microsoft Dynamics CRM
Time and time again, firms voice the desire to deploy CRM to attain a more unified and 360-degree view of their clients and prospects, to collaborate and deliver more consistent service levels, and ultimately improve financial and business performance. Without real-time access to centralized, holistic, and accurate customer data in a leading CRM platform, such [...]
continue reading...Faced with Higher Costs, Banks Turn to Microsoft Dynamics CRM
Along with a Starbucks, it is pretty much guaranteed that there are multiple bank branches on every corner in the metropolitan areas across the country. Depending on what part of the U.S. you’re in, the bank brands will differ, but it’s nearly impossible to not run into them in central business districts. A Wall Street [...]
continue reading...3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM
“The superior man is modest in his speech, but excels in his actions.” – Confucius Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”. Every organization depends on a steady source of leads to generate sales for [...]
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