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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

Dynamics CRM for Sales

CRM Optimization: 5 New Ways To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

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Dynamics 365 – it’s not just for the sales team

When a company implements a CRM system such as Dynamics CRM, the first users are usually the sales team. This is logical as historically, CRM systems have focused on helping salespeople to track their leads and opportunities, and give sales managers better insight into the performance of the sales team. But with more modern CRM […]

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CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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CRM Optimization: Advancing Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve […]

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How to Gain a Competitive Advantage by Identifying, Attracting and Retaining Profitable Clients

Customer relationship management (CRM) is one of the most important phrases in the Banking and Financial Services industry (BFSI) – or at least it should be. In today's “financial” world these words should be linked with the following phrase: "Gain a competitive advantage by identifying, attracting and retaining profitable clients." Financial institutions today are still […]

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CRM Optimization & Visibility: 6 Common Goals and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]

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3 Tips for Protecting Your CRM Data

Most of us will experience some form of privacy breach in our lifetime. Many businesses, especially financial institutions, go to great lengths to protect our personal information with backups, fraud alerts, activity monitors, and other processes that create a consumer safety net. As a business, you too are protecting your data from external threats. Firewalls, […]

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How Client Expectations are Changing for their CRM Solution

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM customers with planning and implementing upgrades to improve their relationships with their customers or clients. The organizations range from traditional industrial/supply chain companies and professional […]

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Your CRM System – Nemesis or Ally?

As salespeople, we need to use a Customer Relationship Management (CRM) system to ensure adequate lead capturing, follow up and nurturing – crucial aspects that have led to many celebrated deal closures and pats on the back for me and my sales comrades. Most CRM systems perform the task of relationship management very well. The […]

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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