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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CRM for sales’

3 Steps to Accurate and Insightful Sales Forecasting Using Dynamics 365/CRM

Accurate sales forecasting is essential to growing revenue and managing your business effectively. When you know the timing and amount of incoming revenue, you can plan and focus on the right business initiatives; budget and allocate resources appropriately; set organizational goals; and provide teams with priorities and guidelines for how they spend their time. Forecasting […]

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CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team

In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to […]

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5 Ways Dynamics 365 for Sales is Empowers Engagement

At its core, Microsoft Dynamics 365 for Sales is all about empowering sellers and it accomplishes this in five unique ways. Insight that Drives Action First and foremost, it provides actionable insight. Actionable insight is created thanks to the in-depth amount of data the software is able to capture and analyze. Through unique analyses, insight […]

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CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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SIX REASONS YOU NEED A CRM AND WHY MICROSOFT DYNAMICS IS THE RIGHT CHOICE FOR YOU!

Why you need a CRM? There are many reasons you need a CRM, but in today’s competitive industry, a good Customer Relationship Management tool is a must.  Here, we will discuss the reasons that we see as most important/ that we've dealt with through personal experience. Hopefully, this article will get you thinking about the value […]

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Improve the Customer Experience with CRM

Today’s marketplace is fast-paced and highly competitive. Businesses not only need to offer high quality products and services, but also offer an experience that keeps customers engaged and loyal. Understanding the customer journey and monitoring sentiments at each touch point can provide valuable insight into what drives customers. A customer relationship management (CRM) solution provides […]

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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Which is Better, Microsoft Dynamics CRM, or Salesforce?

We get the question all the time: “which is a better CRM, Microsoft Dynamics or Salesforce?” Before I address this, I want to be fully transparent: our company sells Microsoft Dynamics CRM, and not Salesforce. But this will by no means be an article trouncing Salesforce. Far from it. What I will discuss amounts to […]

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Working with Data is Easy with Microsoft Dynamics CRM

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with […]

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What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available […]

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