CRM Software Blog» CRM Marketing

CRM for Associations: A New Era in Member Engagement and Revenue Generation

Don Carnevale — Thu, 19 Jan 2012 20:57:48 +0000

Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations” solution to centralize their marketing, lead, opportunity, and service management efforts.

CRM for Associations is a new concept that’s taking hold within the NFP marketplace. It’s CRM, but CRM that is tailored to meet the requirements and speak the language of today’s associations. As a membership-based organization, you have members, events, campaigns, sponsors, and other sources of revenue. Your challenge is to manage and interact with all of your constituencies and audiences more effectively. A CRM for Associations solution helps you do that while also boosting revenue.

Most AMS systems are lacking in sales, marketing, and service automation. They do just fine with operational management such as event registrations and dues management, but many of the sales and marketing features and functions they offer are either afterthoughts, bolt-ons, or poorly integrated into the overall AMS system. They fall well short for organizations with more sophisticated requirements.

With a CRM system that is designed and built for associations, you can break out of the limitations imposed by traditional AMS. A CRM solution offers many sales, marketing, and service best practices:

Constructing your membership team more like a traditional sales team.
Developing ongoing nurture marketing programs to capture new revenue.
Establishing a measureable lead management process.
Utilizing integrated case management to establish a high-end membership service program.

Where a CRM for Associations solution shines is in centralizing your sales, marketing, and service efforts for your membership. You can manage the details of recruiting and retaining sponsors, donors, supporters, and members. Plan and manage marketing campaigns of any size and complexity including direct mail and email marketing. When a revenue opportunity is identified, you can track and manage it through the revenue capture process.

Microsoft Dynamics CRM is the foundation for our CRM for Associations offering. We have taken the base functionality and customized it to meet the specific needs of membership-based organizations. It retains all of the extensive features found in the base product but is extended and tailored to work for associations. Here is just a brief list of its features:

Access the system from within Microsoft Outlook or use it from a web-browser.
Use the solution as a stand-alone application or as an integrated component to your current AMS solution.
Create and automate marketing campaigns.
Deliver personalized campaigns for specific members.
Develop nurture email marketing campaigns for training, newsletters, and events.
Track and report on marketing and revenue generation activities.
Manage comprehensive buying and demographic profiles for all important constituencies.
Provide top-flight service to members through integrated case management.
Easily deploy the solution either on premise or “in the cloud”.

A CRM for Associations solution is a great alternative for any membership-based organization looking to grow its revenue. This new concept is being adopted by many leading organizations today and forms the foundation for better, more effective sales, marketing, and service management. And the best part is that organizations are seeing improved success in generating non-dues revenue. You can too.

Contact Steve Kane (skane@broadpoint.net and 301-634-2404) at BroadPoint Technologies, the mid-Atlantic’s largest Dynamics reseller, for more information on our CRM offerings.

by BroadPoint

CRM for Associations: A New Era in Member Engagement and Revenue Generation is a post from: CRM Software Blog

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Dynamics CRM Fits the Bill for Productivity, Security, and Reliability

Don Carnevale — Fri, 16 Dec 2011 23:16:29 +0000

Companies investing in CRM solutions should focus on the tangible benefits they receive such as improved user productivity, enhanced customer service delivery, and integrations to current systems. In their research, organizations must determine which CRM providers are contenders and which are pretenders in order to find the solution that best fits their requirements.

Benefits for Company and Management

Above and beyond the product’s features and benefits, companies can take advantage of a well-designed CRM software deployment for:

Quicker response for new leads, call scheduling, appointments and forecasting
Automation of repeatable tasks, such as assignment of leads based on specific criteria, for improved productivity
Better managed sales opportunities for increased revenue
Improved sales effectiveness through best practices and standardized processes

In addition to the company-wide benefits described above, the management team will be able to:

Use real-time data to make better business decisions
Produce more accurate sales forecasts by time period
Use standardized processes and templates for improved training
Help foster better communications between and among sales team members

Confusion over the “Big Boys”

When searching for the CRM solution that best fits your organization, you may become frustrated when evaluating which product best addresses your requirements. The two leading CRM vendors are Microsoft and Salesforce.com. To help
prospective buyers determine the difference in the offerings, Microsoft upped the ante by posting an open letter to Salesforce.com customers. The letter posed the the following questions and comments:

In this economy, how can you justify paying two to three times more than you need to for an enterprise CRM system?*

Microsoft provides a financially backed 99.9 percent uptime commitment for every Microsoft Dynamics CRM Online customer; why does Salesforce.com only provide you with “commercially reasonable efforts” to keep your business running?
Having access to the most up-to-date information is critical to your business; why doesn’t Salesforce.com provide real-time access to data and dashboards, refreshed whenever you need it like Microsoft does?
Microsoft works great with Microsoft Outlook and Microsoft Office; why does Salesforce.com want you to start from scratch when it comes to productivity tools for your people?
Microsoft provides the flexibility for your CRM system to work with other systems, whether they run in the cloud or on-premises; why does Salesforce.com lock you into one way of doing things?

* Comparison based on Microsoft Dynamics CRM Online v. Salesforce.com Enterprise Edition

Choosing the Right Partner

Make no mistake: the CRM solutions available now offer tremendous benefits to organizations, particularly in the sales, marketing, and customer service areas. One of the most important elements when performing a CRM system search
is identifying and articulating your organization’s key requirements so you can ultimately make an educated decision.

Partnering with an experienced, proven CRM provider will ensure a smart implementation designed for your specific needs. BroadPoint Technologies is the largest Microsoft Dynamics partner in the mid-Atlantic. Contact us at (301) 634-2478 or skane@broadpoint.net to discuss your CRM requirements and schedule a complimentary consultation.

by BroadPoint Technologies, Virginia Microsoft Dynamics CRM Partner

Dynamics CRM Fits the Bill for Productivity, Security, and Reliability is a post from: CRM Software Blog

Microsoft Dynamics CRM: The Environmentally-Friendly Application

Don Carnevale — Mon, 19 Sep 2011 19:40:55 +0000

When people think of CRM systems, the first thoughts that usually pop into their minds might revolve around customer relationships, cost savings, or technological capabilities. However, there is another benefit that is often overlooked, and that involves caring for the environment.

Microsoft Dynamics CRM preserves one of nature’s most precious commodities: trees. It does so by providing alternatives to the traditional business application paper by-products such as training manuals and memos. For instance, instead of shipping large quantities of paper training manuals to users, CRM has the same information embedded within the system. The always useful “Help” feature in Dynamics CRM is its own comprehensive training manual. Additionally, Dynamics CRM has the added benefit of being a resourceful search tool. If you’re more of a visual learner, you should look into the Dynamics CRM 2011 ‘Getting Started’ videos that show you step-by-step how to get moving in the right direction.

Moreover, Dynamics CRM will significantly reduce the number of printed reports that you’ll need. Typically, reports are generated to provide a visual representation of the data in ways that the structured application normally couldn’t do. Typical database applications are limited in the number of relationships that can be displayed. That is why reports have been a staple for companies over the past few decades.

Microsoft Dynamics CRM applications allow its users to create relationships between the different areas of your company’s database. In CRM, you can utilize the Advanced Find tool. This tool will make it much easier for users to create their own, reusable reports that meet their company’s specific requirements. Dynamics CRM and Excel are well-integrated, allowing your staff to easily store data that can be manipulated in Excel.

Another option for reporting in Dynamics CRM is user defined dashboards. Dashboards let the user view important data in charts and graphs to suit their specific needs. These dashboards provide a quick overview of key performance indicators, saving you from printing out and reviewing several related reports. Again, less printing means less paper.

With there now being so many eco-friendly ways to do reporting, the need for static, printed reports has significantly decreased. This is just one more way Dynamics CRM is helping our environment. Contact Steve Kane at 301-634-2404 or skane@broadpoint.net to find out how BroadPoint Technologies, with extensive experience implementing Microsoft Dynamics CRM, can help your organization reap all the benefits of Microsoft Dynamics CRM, including being more friendly to the environment.

by BroadPoint Technologies, Virginia/Maryland/DC Microsoft CRM Partner

Microsoft Dynamics CRM: The Environmentally-Friendly Application is a post from: CRM Software Blog

CRM’s Hidden Gem = RFM Scoring

Axonom — Thu, 14 Jul 2011 21:44:44 +0000

You’ve heard the sage business advice that it is less expensive to retain customers than to acquire new ones and that existing customers can yield considerably more revenue than many businesses actually capture. Considering the fact that during uncertain economic times customers are more apt to purchase from established, trusted vendor relationships rather than enter into new ones.

This may be a good time to take a closer look at how to increase profits from your existing customer base and RFM scoring can help. RFM (Recency, Frequency and Monetary) value is a methodology that gives you a quantifiable analysis of your customer’s purchasing behavior through a simple numeric score.

How recently has a customer purchased?
How frequently does a customer purchase?
What is the monetary value of a customer’s purchases?
What is a given customer’s velocity (+ or -) relative to the collective base?

RFM scoring is generated by attributing a value to each parameter. Velocity is calculated to show a given customer’s trend, up or down, relative to the midpoint RFM score for all customers. The scores give simple quantitative indicators to identify and segment your customers by their historic buying behavior and trend direction.

You can use this information to create unique marketing messages designed to prompt purchasing behavior of customers with similar scores, for example, an offer of bundled products or quantity incentives targeted at customers with low monetary but high frequency scores. For retention control initiatives, filter on low (-xxx) velocity scores which indicate customers you’re at risk of losing. Those with high monetary scores you might task Account Mangers to follow-up with directly and for midlevel monetary scores, a customized email, call down, or mailing campaign might be appropriate to reengage and generate new interest.

RFM scoring is a great tool for the Marketing department, but should be shared among other departments too. Customer facing employees who have been instructed on what the score values mean to your business can use the information to turn otherwise general customer interactions into new opportunities.

Take for example a scenario where a customer who made a significant purchase long ago but has not been engaged with your organization since, suddenly contacts your Customer Service department. A customer service representative should be able to look up the customer account record in your CRM (Customer Relationship Management) system and quickly see their RFM score which would indicate both risk and opportunity. Along with taking care of the support request, the service rep would know to proactively inform the customer about new products, listen for indications the customer may be shopping for additional products you offer and perhaps find out about new BDM (Business Decision Maker) contacts for Sales to reach out to.

At Axonom, we typically find that most businesses have the data for RFM scoring; it’s just a matter of using the right software to generate the scores. Find out how you can easily segment, rank, and score your customers using RFM scoring to track trends over time to see which customers are growing or shrinking in value.

By Axonom – Global ISV for Microsoft Dynamics CRM

CRM’s Hidden Gem = RFM Scoring is a post from: CRM Software Blog

Leverage the Microsoft Technology Stack – Gartner Analysis of Dynamics CRM

Sara Corbett — Sat, 09 Jul 2011 02:00:52 +0000

Gartner, one of the world’s leading information technology research and advisory companies, recently completed an independent Analysis of Microsoft’s Dynamics CRM offerings and the report’s number one recommendation is at the heart of Microsoft’s CRM strategy:

“Any size company that has a Microsoft technology stack should consider Microsoft Dynamics CRM for automating sales force automation and customer service and support processes.”

The analysis goes on to detail out some of the tightly integrated features of Dynamics CRM and the Microsoft stack including:

Native Outlook client interface allows access to all CRM functionality and integrates directly with email tracking, contact management, task management, and calendaring
Access to live CRM data within Microsoft Excel allows the creation of dynamic pivot tables and reports
Easy to use mail merge functionality using existing Microsoft Word capabilities
Extend CRM data to customers and partners using the Business Data Catalog functionality of Microsoft’s SharePoint portals
Access to SQL Server Reporting Services for executive level reporting and analysis

In addition to Dynamics CRM’s synergy with the entire Microsoft line of business solutions, the Gartner report covers many aspects of Microsoft’s CRM offerings including sales force automation, customer service and support, the Dynamics delivery model, Microsoft’s partner community and platform customization capabilities. At the conclusion of their analysis the Gartner researchers touted the strengths of the Dynamics CRM platform as:

Microsoft Dynamics CRM Strengths

Competitive price for functionality, especially for the SaaS offering
Integration with Microsoft technology stack assets, such as Microsoft SharePoint for collaboration and content management or Microsoft Visual Studio for extended customization
On-premises multitenancy architecture enables companies to create their own private clouds for internal constituents
User interface compatibility with Microsoft Outlook clients, with the ability to create custom user interfaces
Broad partner delivery network to augment missing functional capabilities
Language support for 44 languages and other dialects

To see for yourself how your company can leverage your existing Microsoft investment with a Dynamics CRM solution sign up for a 30-day trial of Dynamics CRM, or contact the Systematica team.

By Cory Fellers, Systematica Inc. a Microsoft Dynamics CRM Partner.

Leverage the Microsoft Technology Stack – Gartner Analysis of Dynamics CRM is a post from: CRM Software Blog

CRM for Nonprofits: Turn Your CRM into a DRM

Jane Serra, MIG & Co. — Thu, 30 Jun 2011 01:03:38 +0000

Microsoft Dynamics CRM combines everyday Microsoft Office applications with powerful customer relationship management (CRM) software to rapidly improve relationships with donors, volunteers, and clients. Microsoft Community Affairs has worked with the Dynamics product team to create Donation Management, a solution that turns a powerful sales and marketing tool into a robust CRM tailored to non-profit needs.

Dynamics CRM provides a powerful yet easy-to-use CRM solution delivered over the Internet or installed in your datacenter, so that organizations can get up and running quickly and cost-effectively with the flexibility to meet the unique needs of any business. Read our customer success stories for a few examples of the many benefits of CRM for nonprofits.

Microsoft Dynamics CRM equips nonprofit professionals with access to constituent information through a full suite of marketing, sales, and customer service capabilities with a familiar Microsoft Office Outlook experience to help ensure rapid user adoption and fast results.

Microsoft Community Affairs and the Dynamics CRM product team have developed Microsoft Dynamics CRM Donation Management as a starting point for non-profit organizations. The accelerator has modified the corporate version of CRM to include objects such as “Donations” and relationships to “Members”. The Solution can be modified to suit most non-profit business needs through customization. Basically, Dynamics now allows nonprofits to turn their CRM into a DRM [Donor Relationship Management]!

Additional features include client and service data management, case management, group activity scheduling, and volunteer management.

Even more, Dynamics CRM easily integrates with your Dynamics ERP solution – whether AX, GP, SL, or NAV!

The team at MIG provides powerful solutions that allow NFPs to automate processes while tracking donations and reducing costs. Contact us to find out how our technology can help your business grow and improve in this challenging economic environment.

MIG & Co. – MIG is a Professional Consulting Firm that specializes in the implementation of business management software solutions including Customer Relationship Management. We automate business processes to ensure our customers work efficiently. A New York City based Microsoft Dynamics Gold Partner, primarily serving New York, New Jersey and Connecticut.

by Mig & Co., New York Microsoft Dynamics CRM Partner

CRM for Nonprofits: Turn Your CRM into a DRM is a post from: CRM Software Blog

Integration With CRM: the Key to Making the Most of Social Media

Intelligent Technologies, Inc. — Sat, 28 May 2011 01:26:08 +0000

As we all know, customers are at the heart of every successful business. Social media offers a powerful opportunity to connect with those customers on a more personal level. But in order for organizations to realize the real tangible benefits of social networking they need to be able to effectively plan, manage and measure those efforts. Without an organized approach, social media can quickly become overwhelming. It is the careful execution of a strategic plan that helps turn casual conversations into leads and ultimately into sales. One of the best ways to build and execute this type of strategic plan is by integrating your social media efforts with your Customer Relationship Management (CRM) system. You might be wondering how this type of integration can be achieved. In the whitepaper, CRM and Social Networking: Engaging the Social Customer, Microsoft gives a few suggestions for success:

Treat social networking as a new channel within CRM. Many companies already use CRM solutions to manage customers, contacts, interactions, and communications, so it makes sense to continue to use customer management tools when these activities move into social networking channels.
Enhance and extend CRM through social networking. While social networking activities can be considered as an additional channel in CRM, they also extend and enhance the capabilities of CRM with new ways of engaging customers and managing conversations.
Play to the strengths of both CRM and social networks. Use CRM and social networking sites together to better listen to customers, analyze information, and respond to customers in a way that’s meaningful to them.

In order to help Microsoft Dynamics CRM users successfully implement these strategies, there are several different social media integration tools available for download on the Microsoft Dynamics Marketplace. One such application that works and integrates well with Microsoft Dynamics CRM 2011 is InsideView. In the whitepaper, InsideView Highlights, the app’s developers outline its most useful features, including:

Smart Agents™: Continuously scans 25,000 + online sources to deliver useful compelling business insights about prospects, customers, and competitors.
Smart Connections™: Goes beyond LinkedIn and helps sales people connect with prospects through their personal and extended professional networks including colleagues, former colleagues, and reference customers.
Social Media Profiles: Allows you to view 360° profiles for your contacts, including their detailed work history, key affiliations, and real-time social network updates so that you can be relevant in your conversations.
List Building: Offers dynamic prospect list building by company, contact, industry, geography, business events and/or social media profiles.

As you can see there is great value to be had from merging Microsoft Dynamics CRM with your social media activities. But that being said, we have just scratched the surface on how this type of integration can help your organization better manage its online marketing and sales activities. So, feel free to contact us if you have any questions or would like to find out how we can help your organization succeed with Microsoft Dynamics CRM.

By: Laura Heinbockel Intelligent Technologies, Inc., a Greensboro, NC Microsoft Dynamics Partner

Integration With CRM: the Key to Making the Most of Social Media is a post from: CRM Software Blog

Extending the Reach of CRM with Marketing Automation

Sara Corbett — Fri, 01 Apr 2011 20:47:46 +0000

Today’s information savvy prospects don’t have a lot of time or patience for lengthy sales calls. When you are fortunate enough to interact directly with a hot lead, you will need to provide immediate, relevant, valuable information in order to keep the potential customer engaged in the conversation. Marketing automation can arm your sales team with the deep insight about their prospects necessary to stand out in a crowd.

Of course pairing your Microsoft Dynamics CRM solution with a powerful marketing automation solution enables collaboration throughout your business development team. Marketing teams can nurture inbound leads until they are sales-ready, allowing the sales team to focus on closing their hottest prospects. Solution integration increases sales adoption because representatives can track prospects in the familiar CRM interface. With micro-level tracking, sales representatives see a detailed account of a lead’s online activity, allowing them to tailor a pitch and increase sales.

Pardot, a leading provider of marketing automation for small and midsized businesses, recently announced that their marketing automation suite is certified as Platform Ready for integration with Microsoft Dynamics CRM 2011.

Some of the benefits of utilizing Pardot’s marketing automation solution include:

Lead Scoring – Automatically scoring leads based on their activity on your website provides hard, objective data in an otherwise subjective sales process. At a glance, your sales rep can look at a list of leads, quickly prioritize them based on score, and follow up with those that are mostly likely to become opportunities.

Automated Lead Nurturing – Marketing automation solutions allow you to place your non-sales ready leads into nurturing tracks. You can then ensure that your marketing efforts periodically “touch” them via automated, timed, one-to-one advertising such as email or direct mail.

Micro-Level Web Analytics – Advanced micro-level web analytics allows you to view a log of all touch points with your prospect. See the pages your prospect has visited, files downloaded, email correspondence, and more.

Website Visitor ID and Anonymous Visitor Tracking – Although B2B marketers would love to follow up with most website visitors, the majority of your traffic will unfortunately be anonymous. Some studies have shown that as little as 2% of website visitors become real prospects. Track the other 98%.

Easy to Create Forms and Landing Pages – Use an intuitive drag and drop landing page builder to create landing pages that match the look and feel of your corporate website. Build professional looking forms in just a few clicks. Pardot allows you to manage a form’s appearance and behavior with an intuitive wizard and drag and drop builder.

Pardot’s integration with Microsoft Dynamics CRM allows your team to:

Distribute Dynamics CRM leads to sales reps based on workflow rules and activity scoring
View all marketing activity for a lead or customer within Dynamics CRM including web page views, email nurturing, event registrations, and literature requests
Analyze and report on leads in Dynamics CRM by Prospect Insight score and grade
Provide in depth marketing campaign ROI

Would you like to learn more about extending your CRM solution with an industry leading marketing automation solution? If so, contact Systematica Inc to learn more about Pardot and Microsoft Dynamics CRM today.

By Cory Fellers, Systematica Inc. – Microsoft Dynamics CRM Nevada Partner

Extending the Reach of CRM with Marketing Automation is a post from: CRM Software Blog

Can I Capture Leads on My Website and Have Them Come into CRM? Yes, With CRM 2011 You Can!

Intelligent Technologies, Inc. — Wed, 30 Mar 2011 22:47:52 +0000

Can I get a solution that will let me create an Internet Lead Capture form even though I have no html skills? Oh, and I want the data that is collected to show up in my database? Yes, with Microsoft CRM 2011 you can!

With the new Internet Marketing functionality in CRM 2011 you can create landing pages and have the data collected in those pages ready and waiting for you in CRM. With both the online and on premise versions you have a wizard walk you through adding lead fields to a capture page. On completion of the page, the html coding is made available for you to paste in an existing web page. Once the webmaster pastes the code and makes some changes to allow the data to be sent to the CRM database, voila! Lead capture and lead import. All you have to do is go into the Internet Marketing section of CRM 2011, review the leads, decide who they belong to and click the import button. Then they are part of the other leads you are working with.

Now with CRM 2011 online you have an additional optionof creating up to ten landing pages hosted by Microsoft. This allows you to have a place to collect the information without adding pages to your site. The landing page is also created with a wizard that allows you to pick your fields. But you have the additional option of choosing the page format and color. Once you complete the page, you will be supplied with an address that will be used to access the site. Lead information gathered from these landing pages is available in the same place in CRM 2011 as the lead information gathered from the html pages so you manage them the same way. Pick who they go to and click the import button.

These pages, the html added to your existing site or the landing page, can also be used to collect information from a lead before allowing them to download some type of information like a white paper. Once the submit button is clicked, you are directed to the link of your choice. allowing you to send them to a download or a different webpage.

So can you capture leads on your website and have them come into CRM? Yes, with CRM 2011 you can!

by Paige L. Cassada, Intelligent Technologies, Inc., a Dynamics Partner in North Carolina

Can I Capture Leads on My Website and Have Them Come into CRM? Yes, With CRM 2011 You Can! is a post from: CRM Software Blog

Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM

Don Carnevale — Mon, 28 Mar 2011 23:33:19 +0000

In light of the success of our recent webinar, Four Steps to Align Sales and Marketing, I thought I’d write a brief post outlining the information we covered. As I thought more about the webinar, I started to realize that one important issue wasn’t completely addressed: why your Sales and Marketing teams need to be aligned in the first place…

When we include this point, the 4 steps are easier to understand:

1. Defining the Lead Management ProcessA basic yet frequently forgotten step, defining your lead process is the first way you can open up communication between your teams. A strong process sees all leads (not just hot leads) through the ‘tunnel.’ A defined process like this helps both Sales and Marketing teams stay focused on all leads, maximizing revenue generation. By defining your process, you can then better utilize customer relationship management tools such as Microsoft Dynamics CRM.

2. Developing the Lead Process through Communication Passing leads through this ‘tunnel’ requires strong communication between Sales and Marketing, and another step in opening up that communication is having the teams agree on common terms and definitions:
• Do both teams agree on the definition of a lead?
• What are the criteria for a qualified lead?
• What are the common metrics set in place?
Agreeing on common terms leads to a greater issue — agreeing on a common goal. Sales and Marketing need to align their goals, the most important being revenue generation. The goal is not to generate leads, but to generate revenue, also known as a “Lead to Revenue Management” mindset (a term borrowed from Forrester Research). When both teams are aligned with this goal, they can better view each other as integral parts to the process, rather than separate entities.

3. Measure Each Part of Your Process If your teams have successfully aligned on a common goal and terms, it’s time to start thinking about metrics in your lead management process. Metrics are key to understanding successes and losses in your process, and they enable teams to take an approach to lead management that is fact-based and unbiased.

The Blame Game between Sales and Marketing

Metrics provide proof of what’s working and what’s not working in terms of generating revenue. Without factual measurements, the tendency for Sales and Marketing to shift blame to one another is high.
Maybe you’ve heard things like, “Sales can’t close any of the leads I give them…” or “Marketing doesn’t hand me enough leads…”
The blame game is removed when metrics are set in place, and both teams can get over the biases to focus on the common goal: generating revenue.

4. Change Your Mindset I’ve mentioned this idea in the previous steps, but getting your teams to change their mindset about themselves and each other, and focus on the “Lead to Revenue Management” process is the most difficult step.
Making this change starts with ourselves and our expectations about our own position and job. We are not just sales people or marketers — we are part of a team with a common goal. And we can no longer complain about the “other” team not doing its job or complain about lead flow.
We need to take ownership of revenue generation as a collective team and let go of the bias. Doing so will allow for growth in a transformative way, not just for the teams, but the organization as a whole.
If what I’ve described here sounds like your Sales and Marketing teams, please watch the full webinar for a more in-depth understanding of how you can align your teams using the 4 steps.

For more information on utilizing Dynamics CRM as an integral part of you lead management process, contact Steve Kane (301-634-2404 or skane@broadpoint.net) to find out how BroadPoint Technologies, the premier Dynamics CRM reseller in Virginia, can help you develop thorough, sensible solutions for your sales and marketing organizations.

by BroadPoint Technologies, A Virginia Microsoft Dynamics CRM Partner

Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM is a post from: CRM Software Blog

CRM Software Blog» CRM Marketing

CRM for Associations: A New Era in Member Engagement and Revenue Generation

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Dynamics CRM Fits the Bill for Productivity, Security, and Reliability

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Integration With CRM: the Key to Making the Most of Social Media

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