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 [...]
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, [...]
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 [...]
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 [...]
continue reading...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 [...]
continue reading...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 [...]
continue reading...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 [...]
continue reading...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 [...]
