I answered the phone yesterday to a telemarketer selling SalesForce. Being that we utilize and sell Microsoft Dynamics CRM, we obviously weren't a good fit for their sales call. The call got me to thinking about Microsoft Dynamics CRM and how it helps us to target the right prospects and give a more specific message to those we do reach out to.
In each company’s record in Dynamics CRM, we have the ability to track not only the basic information about them (location, address, contacts, website, phone, etc) but we can also categorize them by type of business and what their needs are. Through the Advanced Find feature, we can search for a list of prospects that fit specific criteria for the marketing campaign that we have planned.
Using Dynamics CRM, we also track the complete history that we’ve had with each company. In one look, I can see which emails or mailings we have sent, if they opened the email or clicked through, which events they have attended, the last time I talked with them, and more. That information is critical when you are making sales calls. Having the advanced history of your relationship with a prospective customer and knowing what their business does can make or break a potential sale.
by DFC Consultants, A Microsoft Dynamics CRM Partner
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.