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Posts Tagged ‘CRM for sales’

The Different Spectrums of Microsoft Dynamics CRM: Sales, Marketing, and Customer Service

Microsoft Dynamics® CRM has come a long way since its early days. Sure, it’s a great customer management tool and everyone knows it. But what many of you don’t realize is that it can now do so much more. Check out the different spectrums of Microsoft Dynamics CRM: Sales: Microsoft Dynamics CRM helps you see [...]

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Talking CRM With Your Sales Manager

To ensure that sales representatives meet their objectives, your sales manager continually needs information from them about leads and active prospects. Here’s how you can work with your sales manager to find out how CRM can best support sales goals.   Your sales manager’s CRM priority: pursuing revenue The sales manager is focused on moving [...]

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Top 5 Tips for CRM Implementation Success

By Dan Smith, Altico Advisors David Myron, Editorial Director of CRM Magazine, wrote a great editorial in the July issue.  He used a billiards analogy and called his piece:  “15 Years of Pocket Shots and Miscues.”  Here’s his opening paragraph. “To be good at Eight-Ball, you have to take a measured approach to each shot.  [...]

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Small Business Customer Relationship Management Software: What You Need To Know

Small business owners keep asking the same question: “Do I really need a customer relationship management system?” Organizations with small budgets often see CRM as a luxury item. A key to business success is relationship management. It seems almost too obvious, doesn’t it? Relationship management finds customers, understands customer behavior, communicates and stays in touch [...]

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What Can Microsoft Dynamics CRM Do For My Business?

Customer Relationship Management or (CRM) is a process designed to develop inter-company practices that result in improved communication and an enhanced customer experience from order through delivery. Employed initially by large multinational companies, the benefits of a Hosted Microsoft CRM or On-Premise CRM solution are now available to businesses of all sizes. It is within [...]

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Using CRM To Find More Business Opportunity

Customer Relationship Management (CRM) has typically been viewed as a technology and not as a tool for greater opportunity.  As such, much of the focus of business is on the evaluation, acquisition, implementation, cost, and management of a CRM system – instead of how to use CRM as a key tool for the mining of [...]

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Keeping Track Of Customers: Key To SMB Profitability

In the rush for revenue, businesses often forget the customer.  The focus is on the invoice or transaction and the time it takes, instead of the relationship and ‘lifetime’ opportunity of a particular customer.  Such behavior can lead to poor business predictability, lowered customer loyalty and satisfaction, and (ultimately) lowered profitability. Businesses of all sizes, [...]

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Making The ‘X’ Factor Work For Your Business

You’ve heard about CRM and you’ve heard about xRM, but are you still wondering what it can do for you and your business?  Wonder no more!  Join FMT Consultants in sunny Southern California for a FREE lunch and learn the features, fun discussion topics, and a common sense demonstration of the power of CRM and [...]

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Getting Started With Sales In Dynamics CRM

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 [...]

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Sales Metrics Galore Available with One Click in Microsoft Dynamics CRM

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 [...]

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