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Archive for the ‘Dynamics CRM for Sales’ Category

Manage, Convert, Analyze, Understand, and Find Relationships with Microsoft Dynamics CRM

If you have unstructured data within your company, it’s not doing you any good.  To make any type of analytical data useful, you need to manage, convert, analyze, and finally, understand it!  Get your data out of file cabinets and spreadsheets, pull it off your website and social media pages, and put it into a [...]

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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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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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Three Ways Mobile CRM Helps You Close Sales Faster

If you’re contemplating adding mobile functionality to your CRM, you should know the advantages; and a major advantage comes into play when closing sales…here’s how having information at your fingertips gets the job done: Vital customer information at your fingertips:  Microsoft Dynamics® CRM can prepare you for short-notice customer meetings or when you run into customers [...]

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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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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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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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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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Arm your Sales Force to the Teeth with Microsoft Dynamics CRM

Does your sales department have the tools they need to excel at their jobs?  Your key sales people need to have instant access to contact information, organized calendars, and the ability to provide answers to potential customers on the spot.  Can they do that with the software they are using now? If your answer is [...]

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