Articles By: Affiliated Resource Group

CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team

In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to …

CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team Read More »

CRM Optimization: 5 New Ways To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their …

CRM Optimization: 5 New Ways To Grow Existing “Customer” Relationships Read More »

CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM …

CRM Optimization:  How to Improve your Marketing and Communication Integration Read More »

CRM Optimization: Advancing Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve …

CRM Optimization: Advancing Team Work & Collaboration Read More »

CRM Optimization & Visibility: 6 Common Goals and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new …

CRM Optimization & Visibility: 6 Common Goals and Applications Read More »

7 Trends in How Client Expectations are Changing for their CRM Solution

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM customers with planning and implementing upgrades to improve their relationships with their customers or clients. The organizations range from traditional industrial/supply chain companies and professional …

7 Trends in How Client Expectations are Changing for their CRM Solution Read More »

Webinar: 3 Ways Dynamics CRM Can Make Prospecting Simple

One of the most challenging tasks for Sales Reps and Account Managers is to effectively and quickly grow their territories through their own efforts. This is even more difficult when prospects today are 57% through the buying cycle (i.e. making a decision) even before you talk to them. This emphasizes the need for a larger number of …

Webinar: 3 Ways Dynamics CRM Can Make Prospecting Simple Read More »

Webinar – Top Enhancements of Microsoft Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements it’s hard to pick our favorites. Join Affiliated's "What's New in Dynamics CRM 2015" webinar presentation on January 14 at 11:30 a.m. ET as we will provide an overview of some of our top picks of Microsoft Dynamics CRM 2015 including: Product …

Webinar – Top Enhancements of Microsoft Dynamics CRM 2015 Read More »

Webinar: Microsoft Dynamics CRM Best Practices – Outlook Client – 10/28

Join Affiliated for this fast-paced webinar presentation, "Dynamics CRM Best Practices - Tips & Tricks for Outlook Client", on October 28 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using Microsoft Dynamics CRM.  Whether you’ve been using CRM for a while or just getting started, we’ll review 15 tips for the Outlook Client including: …

Webinar: Microsoft Dynamics CRM Best Practices – Outlook Client – 10/28 Read More »

Webinar – CRM in the Contact Center – Revolutionize the Way You Interact With Your Customers

Did you know that utilizing a customer relationship management (CRM) software can play a vital role in helping organizations meet their goals while improving operations and delivering better customer service? Join Affiliated on June 18, 2014 at 12:00 p.m. ET for an informational webinar "CRM in the Contact Center - Revolutionalize the Way You Interact …

Webinar – CRM in the Contact Center – Revolutionize the Way You Interact With Your Customers Read More »

 

Show Buttons
Hide Buttons