This article will explore some of the basics of getting started and understanding the Sales features with Dynamics CRM.
1. Understanding customers means understanding the difference between leads, opportunities, accounts, and contacts
Leads are potential customers.
Opportunities are a potential deal with a lead or existing customer.
Accounts represent companies that your organization does business with.
Contacts are the people that make [...]
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Tags: CRM for sales, Dynamics CRM, Microsoft Dynamics CRM Florida
Posted in About Microsoft Dynamics CRM, CRM Software Implementation Tips, Dynamics CRM for Sales |
Written by Marcia Nita Doron, Altico Advisors
If you’re the owner, president, or CEO of your company and you ask your sales manager for some key sales metrics, you want the answer to be: Can do.
If you’re the sales manager at your company and the owner, president, or CEO asks you for some key sales metrics, [...]
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Tags: CRM for sales, Dynamics CRM Online, Microsoft Dynamics CRM, Microsoft Dynamics CRM Massachusetts (MA) Partner
Posted in About Microsoft Dynamics CRM, CRM Online, Dynamics CRM for Sales |
Midsize Business Case Study
Sunglasses Manufacturer Boosts Sales 29 Percent, Aids Dealer Growth with CRM Software
Story at a Glance
Spy Optic, a manufacturer of sunglasses and goggles, scrambled to keep up with the rapid growth in the action-sports market and stay one step ahead of competitors. The marketing department needed better sales and inventory data to help [...]
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Tags: case study, CRM for sales, CRM integration, Microsoft Dynamics CRM, microsoft dynamics crm partner California, Microsoft Dynamics GP, microsoft dynamics GP + microsoft dynamics CRM, Microsoft Dynamics XRM, XRM
Posted in About Microsoft Dynamics CRM, Choosing a Microsoft Partner, Dynamics CRM for Sales |
Are you someone who, in the last several years, gave Microsoft Dynamics CRM a chance, only to find yourself disappointed in what it could (or couldn’t) do? If so, you are certainly not alone. Accustomed to the whiz-bang sizzle that often accompanies new Microsoft innovations and expecting the same from Microsoft’s entry into the buzzword-worthy [...]
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Tags: CRM for customer retention, CRM for sales, Microsoft Dynamics CRM, microsoft dynamics crm partner California, Microsoft Dynamics XRM, XRM
Posted in About Microsoft Dynamics CRM, CRM Dynamics Upgrades, CRM Software Information, CRM Software Selection Tips, Compare CRM Packages, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales |
Microsoft Dynamics CRM includes robust out-of-the-box capabilities for marketing, such as data cleansing/segmentation tools, campaign management, and marketing analytics. These features alone can increase the effectiveness of a company’s marketing programs and help marketing staff track key metrics more easily. In addition to the incredible core marketing functionality of Microsoft Dynamics CRM, there are many [...]
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Tags: Access Hoovers, CRM for sales, CRM Marketing, Marketing, Oregon Microsoft Dynamics CRM partner
Posted in About Microsoft Dynamics CRM, CRM Software Information, Dynamics CRM for Marketing, Dynamics CRM for Sales |
It can be hard to nail down the exact moment that an organization needs a CRM (Customer Relationship Management) system for SFA (Sales Force Automation). Unfortunately, that conclusion is often reached too late, i.e. only after the loss of a revenue opportunity, a loss that could have been avoided if a CRM/SFA system was in [...]
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Tags: CRM for sales, Microsoft Dynamics CRM, Microsoft Dynamics CRM Massachusetts (MA) Partner
Posted in About Microsoft Dynamics CRM, Dynamics CRM for Sales |
One of the most widely heard comments about CRM systems is that they are supposed to be user-friendly and intuitive, but it doesn’t take long to discover that any functionality that is also friendly to your particular company can still require a formidable amount of time and effort spent on customization and coding. This could also [...]
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Tags: CRM Accelerators, CRM for sales, CRM integration, CRM Marketing, Dynamics CRM Accelerators, Microsoft Dynamics CRM, microsoft dynamics crm partner California, Microsoft Dynamics XRM
Posted in About Microsoft Dynamics CRM, CRM Dynamics Upgrades, CRM Software Implementation Tips, CRM Software Research |
From Joel Hatin, Dynamics Specialist, Altico Advisors
Businesses today are working hard to do more with less. Can a software system really help?
Microsoft Dynamics CRM delivers functionality to ease those demands. In addition to being
Flexible, with the Power of Choice in deployment, purchase, and use,
Familiar, with an intuitive user interface, so your users can be [...]
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Tags: CRM for sales, CRM integration, marketing and customer service, massachusetts microsoft dynamics crm, Microsoft Dynamics CRM, Microsoft Dynamics CRM Massachusetts (MA) Partner
Posted in About Microsoft Dynamics CRM, CRM Software Research, Dynamics CRM for Customer Service, Dynamics CRM for Marketing, Dynamics CRM for Sales |