When planning for CRM software implementation, your sales and marketing teams should be heavily involved. After all, its functionality in that area should be leveraged to the best of its ability. Software isn’t going to find the leads and close the sales itself, so you still need an active sales team and creative marketing team to work together toward the success of your business.
The marketing team can manage campaign data in Microsoft Dynamics CRM which will correlate with the sales data. Mass mailings can be quickly created and sent out using the built-in mail-merge features. Microsoft Office Outlook contacts can be added into marketing lists with just a few clicks and the Microsoft Office Outlook synchronization will eliminate redundant email tracking issues. Marketing staff can plan and track individual marketing activities, create alerts or reminders on campaign milestones, and create a special Internet landing page for specific campaigns without the need for confusing coding. Being able to track successful marketing campaigns will save time and improve profitability.
Putting sales and marketing data in a single platform, such as Microsoft Dynamics CRM, will improve communication and results between the two departments. The sales team will find it easier to identify the most current leads, be notified to follow-up on older leads, and have access to real-time key performance indicators. The marketing team will be able to capture responses for each marketing campaign, quickly convert responses to leads for the sales team, and
Using Microsoft Dynamics CRM will streamline sales and marketing processes, improving productivity and drive revenue. Contact Sikich to find out how to put your sales and marketing teams on the same page with Microsoft Dynamics CRM.
By Jim Drumm with Sikich,