Can you quickly identify and reach out to members that may be affected by a catastrophe?  Can you provide a conduit for members who want to help their fellows in need?  Can you monitor and support social media to participate in real time communication?

Dynamics CRM provides you with centralized information to support outreach to your members in times of trouble.  Leveraging full integration with web, social media, and financial management, you can provide the support that your members need in a crisis.

• Quickly identify members that may be affected,
• Communicate immediately with the resources that are available to help them,
• Monitor and participate through social media such as Twitter and Facebook,
• Rally unaffected members to aid their fellows and provide them with easy options to show their support.

Make sure your membership organization is prepared for crisis with Dynamics CRM. Contact Steve Kane at 301-634-2404 or skane@broadpoint.net to find out from BroadPoint Technologies, the premier Dynamics CRM reseller in Virginia, how to support your members.

by BroadPoint Technologies, a Virginia Microsoft Dynamics CRM Partner

Be Prepared To Serve Your Members In Times Of Crisis With Dynamics CRM is a post from: CRM Software Blog

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Sound familiar?  Sales people are different – there’s no doubt about that – but they are compelled by the same basic human motivations that drive us all.  In our work lives, each one of us wants recognition of the contribution that we make to the organization.  So… how in the world does recognition relate to CRM? 

It’s all about reporting.  Many a sales person has started out with the best of intentions, entering every required field for every contact, prospect, and opportunity.  Weeks pass and the sales rep is feeling pretty good about himself – maybe even getting to like CRM.  Then the boss sends an email with a formatted Excel spreadsheet attached.  “List your top 10 deals for this quarter, total value and probability to close.  Need it in this format by Noon for the board meeting!”

Ask any salesperson and they will tell you it has happened to them.  All the work put into entering information isn’t recognized simply because the reporting was not set up to meet all the needs of organization. 

Reporting is the secret to CRM success.  Sales Managers should define reports and complete training to enable them to build the ad-hoc reports they need before any data is entered.  Consistent shared use of the information in CRM will reinforce the importance of the centralized data. 

With Dynamics CRM, dashboards can be built that will provide the information by product, by sales person, by region – however it makes sense for the organization.  When a sales person knows his boss will turn on her laptop each morning and see how many calls he made, or how much he added to the pipeline, or how many sales he made, he will be highly motivated to use CRM.  Recognition at work. 

Before the CRM implementation begins, define what reports your organization needs.  Determine how reporting will be distributed to ensure regular review and consistent feedback.  Recognize and reward the efforts that your team makes by tapping into the power of the information they put in CRM. 

Contact Steve Kane at 301-634-2404 or skane@broadpoint.net to find out how BroadPoint, Virginia’s premier Dynamics CRM reseller, can help you motivate the sales team.

BroadPoint Technologies, A Microsoft Dynamics CRM partner in Virginia

CRM Success: How To Motivate The Sales Team To Use CRM is a post from: CRM Software Blog

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At the end of the tradeshow, along with very sore feet, the marketer has a pile of business cards or a list of booth visitors worth its weight in gold.  And in addition to the leads, the marketer likely has a long list of activities to follow up including:

• Collateral updates based on customer feedback and competition
• Partner or reseller follow ups,
• New product and solution ideas.

Dynamics CRM is the workhorse that will make sure you make the most of the time and money invested in the tradeshow.  You don’t need to wait for the IT team to import and code data for you. Dynamics CRM makes it easy for non-technical users to import contacts and manage them to meet your goals and timeframes.  With Dynamics CRM, you will be able to:

• Import lead lists into CRM quickly with the import wizard that allows you to map data fields on the fly. 
• Create quick campaigns based on the specific interests of your contacts to ensure prompt, appropriate follow up. 
• Upload sales literature directly to CRM that will put the most current product and service collateral in the hands of the follow up team instantly.

No matter what your industry, from professional services to distribution, you can’t afford to waste any marketing efforts in these tough times.  Make the most of your tradeshow dollars with prompt, appropriate follow up to build pipeline and close deals. 

Find out how CRM can help make the most of your marketing efforts.  Contact Steve Kane at 301-634-2404 or skane@broadpoint.net for a no obligation consultation from BroadPoint, Virginia’s premier Dynamics CRM reseller.

CRM Software For Marketing: Because The Real Work Begins When The Tradeshow Ends is a post from: CRM Software Blog

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Setting up your organization’s Twitter accounts through Dynamics CRM allows you to monitor and analyze conversations to provide real-time status updates about your products and services. You can follow conversations that affect your customers and your industry.  Collecting and tagging the information as it arrives allows you to build trend reports to helps you to respond to changing sentiment quickly.

Here are a few ideas that you might use to accelerate your success by joining the conversation and monitoring tweets.

• Check the interest in new products or services you are considering.
• Get feedback on events that you sponsor and ideas for future events.
• Test out special offers.
• Monitor trends that your customers and prospects find interesting.
• Announce new content posted on your website.
• Answer questions about your product/industry/region.

Don’t get left behind as the transformation of customer connections continues.  Dynamics CRM and the Social Networking Accelerator provides the perfect opportunity to get started at collecting the data that will provide valuable insight for the future.

Elaine Crooks, BroadPoint Technologies  a Virginia Microsoft Dynamics CRM partner

CRM Allows You To Join The Conversation And Build Your Customer Connections is a post from: CRM Software Blog

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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 currently helping companies manage everything from boat rental appointments to certification training.  At the micro level (flake) each piece of data that is captured in Dynamics CRM can be used to provide better insight into the future based on facts.  By systematically collecting consistent data on each customer, transaction or activity, your organization can analyze relationships to find new opportunities.

Hard to predict the exact course.  As we are well aware, it’s hard for the meteorologists to predict a storm’s path days let alone weeks in advance.  Predicting and reacting to recessions, expansions, trends and styles is just as hard — without good data it is a guessing game.  A well designed CRM system, ideally leveraging social media integration, can give you clear insight into what your customers want so you can react appropriately.

Adds up quickly.  It may start out slowly, but as time passes the individual elements add up to something beautiful.  As more people in the organization use CRM, the significance of the information collected becomes more powerful.  Data collected over time can uncover cross-sell and up-sell opportunities that will help you add more value to your customers’ and your bottom line.

So when you look out the window next week at the flakes swirling down, think about shoveling dollars instead of snow.

Elaine Crooks, BroadPoint Technologies, a Virginia Microsoft Dynamics GP partner

(301) 634-2436

CRM Is Like A Snowstorm…Start Shoveling In The Dollars! is a post from: CRM Software Blog

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