Many organizations thinking about the implementation of a CRM system fail to identify the true purpose of the product and define requirements that are geared towards making CRM a financial tool. While CRM definitely provides strong reporting in terms of forecasting and understanding the health of a company’s revenue, it should not be considered a financial reporting [...]
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InvestmentNews recently shared research from Franklin Templeton that reveals that individual investors are not aware of the bull run that has been going on in the equity markets for the past forty-three months. Since the market bottom in March 2009, stocks have earned a cumulative return greater than 100%. Apparently, investors have failed to notice [...]
continue reading...Microsoft Dynamics CRM and ClickDimensions: CRM Intelligence and Marketing Automation under One Roof
Marketers utilize a multitude of comprehensive and intelligent tools and software applications intended to enhance marketing automation processes, gather market intelligence, increase lead generation, and in general optimize, monitor, and measure marketing ROI. The rise of the Internet has brought along new channels through which to communicate and interact with consumers, and at the same [...]
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Customer Relationship Management (CRM) is an essential element of a successful, integrated sales strategy. And the right CRM application can make the difference between profit and loss, or success and failure in any market. Today there are key market trends like ‘Mobile’, ‘Social’, ‘Cloud’, and ‘Big Data’ that are affecting sales and marketing and the [...]
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In my last post on the Customer Effective blog, I highlighted how Microsoft Dynamics CRM can aid firms in the area of tracking internal employee referrals, particularly in the Retail Banking arena. Regardless of whether a referral is uncovered by an employee, sent from an existing client, or delivered by an external partner, referrals are [...]
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Firms are always looking for ways to generate more referrals for their sales reps. Sales management and marketing executives in particular are always working hard to forge relationships with strategic partners and external referral sources to send them more leads. Additionally, companies are always trying to figure out more effective ways to encourage front-line, client-facing [...]
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Now that more organizations understand how business agility will be critical to their success, many are looking for a good CRM system to improve sales, customer service, marketing, and other customer-related data. If you’re currently evaluating a CRM solution for your business, we’d like to help by pointing out a few differences between Oracle CRM [...]
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One important thing to bear in mind while choosing software is to make sure you will have the capability of customizing it later. Microsoft Dynamics CRM is programmable and changeable at a core level and it will come in handy when you need to do modifications to help the everyday users. For example: the Microsoft [...]
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It’s been a busy year for those of us associated with Microsoft Dynamics CRM. With the feature releases, Update Rollups, growing customer base, fantastic Gartner and Forrester reviews it’s clear why Microsoft Dynamics CRM is still the software of choice. Sometimes it feels like there’s too much to keep track of with all of the [...]
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According to a Nucleus Research study, 52% of organizations that have implemented a cloud CRM solution in the last 6 months are looking to switch to a different solution. Is this because the cloud CRM system itself failed to deliver on what was promised? Probably not. It is more likely that these organizations had a [...]
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