Creating a Customer-Centric Culture in a Customer-Focused World
“It is not the employer who pays the wages. Employers only handle the money. It is the customer who pays the wages.” – Henry Ford Creating Your Customer-Centric Culture A recent conference on customer service and engagement shared principles that everyone can use to develop pro-customer organizations. The story is not necessarily one of revolution, …
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Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way
A requirement to integrate customer relationship management (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but most often the end goals are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating …
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Microsoft Dynamics 365: What You Need to Know
Advances in technology have businesses rethinking how to better respond to marketplace trends, engage customers and automate business processes to improve productivity. Today’s business management solutions are agile, flexible and look nothing like past systems. One standout system has unified enterprise resource planning (ERP), customer relationship management, customer engagement and a specialized line of business …
Improving Sales Through Microsoft Dynamics CRM
Three Basic Steps to Help Improve the Sales Funnel in 2016 As we approach the middle of the selling year and consider reading articles and joining webinars that promise to help us “improve sales” and “increase productivity,” I find myself asking this question: Will this really help me improve my sales numbers? Well, not necessarily. …
Introducing Dynamics CRM 2016
If You Thought That Was Cool … Wait Till You See This Woody Davis In my experience with Microsoft Dynamics CRM, I’ve witnessed a product evolving over time. The CRM Development team is constantly improving on the previous version and finding creative ways to engage an organization’s customer base. And now, with Dynamics CRM 2016, …
CRM 101 – Back to the Basics
“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been around for more than a decade, customer relationships are much different today than they were then. With the right partner, Dynamics CRM can deliver improved …
Issues Deleting Products from an Opportunity
In the vast majority of sales-related CRM implementations, the Opportunity entity is of great importance. I often say that it is where the sales people will live. A wonderful part of the opportunity is the ability to add products to the opportunity so the potential revenue can be generated simply and accurately. On the security …
Systemize Personalization with Microsoft Dynamics CRM and SharePoint
In real estate, the experts say the key to success is location, location, location. And in business, especially today, it is personalization, personalization, personalization. Bottom line is, if you are not relevant to your customers and clients on an individualized and personalized basis, your competitor or new entrant into the market will be, either now …
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Good Data Hygiene Leads to Healthy & Profitable Client Relationships
In working with a client recently on their organization-wide CRM strategy, we were discussing the goals and objectives for the project, and one of the Directors mentioned her goal was to instill better "Data Hygiene" across the organization. As she said it, I thought it really encapsulated what many organizations are working to improve on, and establish best practices around, to improve their overall business. Although …
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How Customer-Centric (Really) is Your Organization?
Answer this question honestly. Does your businesses and IT organization regularly evaluate if the business strategy and supporting technology systems are properly aligned to truly center around the best-interests of your customers and the overall customer experience? If the answer is yes, congratulations, that is great - there is really no need to read on. …
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