There are many critical components to making Microsoft Dynamics CRM work for your business. While each deployment is unique, we believe there are best practices that if adhered to up front, will greatly increase your chances of CRM success. As a Microsoft Dynamics CRM partner and implementer, we wanted to share with you some of our lessons [...]
continue reading...Archive for the ‘Workflow Tips and Tricks’ Category
Use Connections to Build Deeper Insights into Accounts and Contacts
Have you ever noticed how people and companies are often interconnected in multiple ways? In other words, contacts in your CRM are probably connected to other contacts and companies in not-so-obvious ways. An employee with one company can also be a former employee at another company. And one company can be a customer of another. [...]
continue reading...Microsoft Dynamics CRM and Data Security in a Virtual World
Data security is an important element of CRM deployments that is often overlooked. However, it is important to discuss this as it offers numerous benefits to the client such as accelerated user adoption and improved business process design. Stay focused as you develop your CRM implementation plan since it is easy to get confused when [...]
continue reading...How Can I Increase My Productivity? Tips For Better Results
How Can I Increase My Productivity? No matter how much we love what we do, it’s important to realize that we all have a burnout point. Your passion, dedication & raw animal instincts can push you past the point where mere mortals fail, but the end is inevitable. Unfortunately for too many, this point isn’t [...]
continue reading...What Value Does Microsoft CRM Mapping Integration Provide For My Business?
When the first generation of mapping integration was introduced into CRM, it would simply plot both your and your customer on a map. With a couple of clicks you could print and take custom driving directions with you on the road. That was useful a decade ago, but GPS and smart phones are now mainstream, [...]
continue reading...Do You Know Where Your Leads Come From?
Do you know where your leads come from? Tracking lead/prospect sources is important for a number of reasons including determining marketing ROI and deciding where to focus your marketing efforts and budget. Leads are entered in CRM 3 main ways: Imported from a list Entered Manually Created automatically by website forms Having the proper source [...]
continue reading...Use Microsoft CRM to Handle Expenses
Are you struggling with how to better handle employee expenses? Microsoft CRM can provide an excellent way to do this. The challenge: Employees incur expenses which need to be documented, reviewed and possibly reimbursed. In a lot of businesses this is a difficult process to manage. Paper based expense reports are not very efficient and [...]
continue reading...The BONUS Benefit of Microsoft Dynamics CRM is Workflow
There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results. Another significant benefit is that it will build in consistency and reliability for your sales and marketing teams. If you’re using files, spreadsheets, or disparate software programs to store [...]
continue reading...Remember Two Important Truths When Searching for CRM Software
A purchase of Customer Relationship Management (CRM) software is a very valuable investment in the success of your company; which is all the more reason you take things slowly and deliberately. While researching CRM software, you need to take into consideration two important truths: 1. Know your business and 2. Know your expectations. Purchasing CRM [...]
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