By Earl Hunt, The Resource Group
Even though it is easy to understand the overall organizational benefits of a
Here are some ways that the Microsoft Dynamics CRM system has helped my sales efforts:
- Meetings with my Sales Manager are more effective and less time consuming, because he is able to review all of the relevant information about my opportunities ahead of time. We are able focus our time on the high priority or stalled opportunities. The system easily identifies both of these categories.
- The dreaded Pipeline Report – most Salespeople spend a substantial amount of time creating and updating a Pipeline Report for managers. With Dynamics CRM, the Pipeline Report is created as a by-product of regularly updating the status of my sales opportunities. Automated workflow helps to streamline the update process, and new opportunity records are easy to create.
- I am better prepared for meetings with customers and prospects, because I have access to all prior interactions, including recent marketing campaigns and customer service issues.
Get the Buy-In from your Salespeople – it’s the key to a successful Microsoft Dynamics CRM implementation!
By Earl L. Hunt, CPA Account Executive
The Resource Group –