Learning a new CRM system can be a daunting challenge for front line employees. As with any change and new product, there are early-adopters and laggards. Some percentage will completely embrace the new system and proactively educate themselves. Others will resist and may never use more than the basic functions. Proper training can benefit an [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM Training’
Achieve Continuing ROI with Dynamics CRM
You’ve invested a lot of time and money in your CRM system. User adoption is improving and key indicators like client satisfaction and average sale value are moving in the right direction. It would be easy to get complacent and let users “get comfortable” with the system before you invest in more training. Training, training, [...]
continue reading...CRM Implementation: 7 Characteristics of a Good Training Plan
When it comes to planning a CRM implementation project, I have learned the importance of two things: 1) create and keep the project scope manageable, and 2) ensure adequate training for all users. Microsoft Dynamics CRM 2011 is fairly intuitive, especially for anyone that uses Microsoft Office (isn’t that everyone?). Still, it’s important to invest [...]
continue reading...Learn More About Microsoft Dynamics CRM at the 2010 Summit!
Learn more about Microsoft Dynamics CRM at the 2010 Summit. OTT, Inc. Announces 2010 Summit – The Microsoft Dynamics GP, Microsoft Dynamics CRM, Information Technology, and Custom Development User Event - their eighth annual educational Microsoft Dynamics and Information Technology event.
continue reading...Industrial Services Company Finds Reliable Success “Living” in Outlook with Microsoft Dynamics CRM vs. Salesforce.com
It took just over a year of using Salesforce.com before managers at our client, an industrial services company that sells purification and fluid management services to the manufacturing sector, determined that a new and more robust CRM system was necessary. Recently, this company found success by replacing Salesforce.com with Microsoft Dynamics CRM. Better data Company [...]
continue reading...CRM Software is Today’s Best Face to Face Customer Relationship Solution…Over the Internet
As you may already know, CRM Software has the great ability to close that communication gap within your sales and marketing departments to ensure everyone is on the same page within your organization. New integration capabilities within CRM Software are also streamlining the way everyone is doing business and helping businesses manage their client base [...]
continue reading...3 Steps for ReadySetGO: CRM – Microsoft Dynamics CRM Online, Microsoft Dynamics CRM Training, and Basic Data Migration
For over a year, we’ve been running classroom training for Microsoft Dynamics CRM and have noticed a steady increase in people interested in saving time and money by using Microsoft Dynamics CRM “out-of-the-box.” Several of our clients have been charged with implementing Dynamics CRM in a kind of self-service model where someone has been named [...]
continue reading...Microsoft Dynamics CRM vs. Salesforce.com vs. Microsoft Office Business Contact Manager – the Microsoft Outlook Advantage
The other weekend I was volunteering to pick up food for my church’s Angel Food Ministry . (read about Angel Food below). The guy I was picking up the food with was the owner of a small business and had just hired a telemarketer to call into his client base to drum up some additional business. [...]
continue reading...Microsoft Dynamics CRM Marketing Training
The Microsoft Dynamics CRM 4.0 Marketing module has many amazing and easy to use features for list and campaign management. From broad canned spam controlled email blasts to highly targeted campaigns for key customers and prospect, Dynamics CRM offers the capability of setting up tailored contact lists for you to systematically build your pipeline. Rimrock [...]
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