The Microsoft Insurance Vertical Team recently identified the Top 5 Technology Trends on the TechNet Blog. One of trends discussed is mobility. Our team recently built some mobile solutions that allow insurance professionals to engage with their CRM system while on-the-go. Customer Effective: Insurance, is our xRM product that provides a comprehensive and collaborative platform for [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM for Sales’
Helping Busy People One CRM Implementation at a Time
“One problem with CRM systems has been trying to get busy people to take the time to enter important sales information,” says Rob Helm, managing VP at research firm Directions on Microsoft in an article on Redmondmag.com. Being well aware of this problem, Microsoft has made Microsoft Dynamics® CRM incredibly easy and user friendly, getting [...]
continue reading...Constant Contact vs CoreMotives: Which Add-on is Better for Customer Tracking?
It seems like everyone interested in email marketing is using Constant Contact and while I agree, it’s a great solution, you could use a tool like CoreMotives and extend your Microsoft Dynamics CRM with email marketing plus much more. Yes, it includes email marketing with tracking features like click-thru rates, bounces, and unsubscribes. But with [...]
continue reading...Five Things to Consider When Implementing CRM Software to Reach Your Sales Goals
The right sales software tools will propel a growing company forward, but the wrong tools will stall success on all fronts. How can your company ensure the acquisition and implementation of a CRM software application will bring the sales benefits you need to succeed? This blog outlines five key considerations that will help you to [...]
continue reading...Make Music with Your CRM System: 5 Ways to Be the Best
Getting the most out of your CRM system is similar to developing a musical talent. Both take a little know how, a desire to learn, and of course practice, practice, practice! Here are five ways to get the most out of your CRM system. Here’s hoping this is “music to your ears”… Introduce changes slowly. [...]
continue reading...Sales Pipeline: You Can’t Manage What You Don’t Measure
That old management adage rings especially true when it comes to managing sales pipeline. We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity. First off, I’m talking about companies with sales people governed by at least one level [...]
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