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 [...]
Microsoft Dynamics CRM is currently going through a very exciting transition from being considered as a CRM application in the traditional sense of customer relationship management to embracing it as a flexible and scalable platform for relationship management of any kind. The essence of this transition has been captured by a handy new acronym, xRM, [...]
continue reading...Like most marketing professionals, my new year has started off with an exciting rush of fresh marketing campaigns and activities to help generate new leads for our sales team and a new calendar of valuable educational events for our clients. The biggest project on our marketing list right now is getting ready for Vision 2010, [...]
continue reading...Part two of my post takes into consideration the consulting team. First and foremost, it is imperative for the project manager to set expectations with the client. Too often at the beginning of a project, clients are not presented with specifics about deliverables, communication guidelines and scope creep.
Prior to the project kick-off meeting, a well [...]
As mentioned in a previous post, Microsoft has released several CRM accelerators to help companies easily adapt CRM to meet their specific needs. The Social Networking Accelerator allows you to capitalize on the power of Twitter to build your customer connections.
Setting up your organization’s Twitter accounts through Dynamics CRM allows you to monitor and analyze [...]
What? Since we’re entering the time of year when the white stuff starts to pile up, it seems appropriate to look at some of the cold realities of CRM.
No two are alike (storms and flakes). At the macro level (storm) each company uses CRM for unique purposes. In fact, Dynamics CRM as a platform is [...]
Quick, when your boss asks you how much revenue marketing has generated for your company in 2009, will you be able to easily answer the question? Or how many new leads? New opportunities? How about customer satisfaction? Can you prove it? You can with Microsoft Dynamics CRM.
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