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Optimize Your Sales Team, Boost Sales, And Improve Customer Satisfaction

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Updated · Originally published

You have assembled a top-notch team of sales professionals and each one brings to the table unique skills and specialties.  Leverage your team and their contacts by providing a powerful tool that can support their efforts to open new doors to prospects and turn leads into sales.

The most successful sales professionals have developed a network of contacts over many years.  They have interacted with many people, companies, and colleagues, each of whom holds the potential to open doors to new business relationships.  A powerful customer relationship management (CRM) solution, such as Microsoft Dynamics CRM, can combine these valuable contacts within a single, centralized resource and provide a new level of social intelligence for your company.

Each of your sales representatives stays in touch with their contacts, strengthening their network.  To nurture these relationships, your marketing team can offer personalized information that can inspire the network to introduce your team to their colleagues and customers.  At any time, your network can produce a warm introduction or a lead that can lead to new opportunities.  This combined social intellect offers a competitive advantage that can result in new business as well as provide information and resources that support your entire sales team.

Microsoft Dynamics CRM also offers the mobility that your sales team needs to close sales from nearly any location, at any time.  While visiting a prospect’s or customer’s office, your sales representative isn’t alone.  In an instant, your sales team can connect to Microsoft Dynamics CRM and access product information, promotional and pricing data, and customer data from their smartphone or tablet.  When customers ask a unique or challenging question, a Skype for Business conversation can connect your customer with an expert back at the office.  Instead of leaving the meeting with questions, your sales professionals can leave with an order.

Provide your sales team with the tools to streamline the sales cycle. Contact ForgeXRM to learn how you can optimize the skills of your sales team, boost sales, and improve customer satisfaction with Microsoft Dynamics CRM.

ForgeXRM + Microsoft

ForgeXRM develops innovative solutions that drive productivity and empower businesses to achieve more with the Microsoft Power Platform and Dynamics 365.

With our deep specialization, industry-leading CRM solutions for Insurance and Wealth Management, and Add-Ons for Project Management and our configurable XRM Grid Control, we accelerate innovation and empower businesses to maximize their CRM investments.

Contact ForgeXRM today. We’d love to connect and learn more about your goals and explore how ForgeXRM + Microsoft can support your organization’s needs.

By Ryan Plourde, ForgeXRM, www.forgexrm.com

 

Ryan Plourde

By Ryan Plourde, Principle and Owner, ForgeXRM

As Founder of ForgeXRM, I bring 30+ years of experience helping businesses streamline operations and strengthen relationships through CRM/XRM solutions built on Microsoft Dynamics 365 and Power Platform. My focus is on delivering tailored software solutions that solve real business problems, whether you're managing people, products, or processes. Previously, I founded AbleBridge, a leading Microsoft Partner/CRM solutions provider acquired by Crowe LLP, where I led the firm’s Microsoft practice.