Ledgeview's ABC's of Microsoft Dynamics CRM

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WEBINAR-LOGO-EmailToday, the process of engaging customers can't be one-size-fits-all. It needs to be adaptive across all touch points and within the context of who your customer is and what they are doing. Microsoft Dynamics CRM helps companies delivery exceptional customer experiences that create long-term relationships based on knowledge and trust.

But where do you start if you are not familiar with the power that a CRM solution like Microsoft Dynamics CRM can provide your company? We start at the core of CRM. We start with the ABC’s.

Acquiring Leads – Building Relationships – Closing Deals

As a Microsoft Gold Partner for Dynamics CRM we have a lot of conversations about CRM every day with companies of all sizes, across many industries with a wide variety of goals they hope to achieve.

When you talk about acquiring leads, building relationships and closing deals, it stems from three functionalities within CRM: Marketing, Sales and Customer Service. All three that we will examine in more detail.


If you are in sales, what do you ALWAYS want from marketing? More leads. In order to grow your business, your sales team needs a healthy pipeline and a list of qualified leads to work with. Within Dynamics CRM we will show you how a Marketing Manager can effectively use the tools in CRM to manage, track and report on their campaigns, generate qualified leads and assign follow up for sales to drive new opportunities.


With all those new warm leads now coming from Marketing in CRM, we pass the baton to sales. Learn how sales can quickly engage, build relationships, track and move opportunities through a structured business process pipeline, create easy reports that will allow them to focus their time on their customers (and not in the office working on administrative tasks) and ultimately close deals faster.

Customer Service:

We all (hopefully) know that retaining current customers is cheaper than getting new ones and if companies want to grow their business it’s all about building long term relationships – and that starts with taking care of them from day one. In Dynamics CRM, service is a growing feature that Microsoft is really putting a lot of emphasis on with recent (and future) releases. In this session, you will see via a live demo how to enter, track and follow up on service cases, how to efficiently and effectively manage those cases through reporting and dashboards and keep your customers continually singing your praises (and providing recommendations to their network).

Join us on Tuesday, August 23rd as we dive into the ABC's of Microsoft Dynamics CRM with a free webinar showing how Marketing, Sales and Service work together by utilizing Dynamics CRM to create a customer journey that will maximize efficiency, productivity and profitability within your organization.


Can't Attend the live webinar on August 23rd? This webinar will be recorded and provided after the live session "on-demand" to everyone that registers.

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