Strategic Goals: The Real Meaning of Objectively Better CRM
The technology industry is failing enterprise organizations. The truth of that statement lies in the fact that so many businesses, initially promised the wonders of seamless automation, are slogging along with – and stymied by – poor processes, static data, and rotten user adoption. Businesses deserve objectively better CRM. So why is it so hard to come by? But don’t blame the game; blame the players. …
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New LinkedIn Sales Insights Coming in 2021
With so much going on in the news these days (hello COVID vaccines!), you may have missed LinkedIn’s recent announcement on a pretty major upgrade to its portfolio. Come this February, the online platform is launching LinkedIn Sales Insights (LSI) to help users better identify opportunities and gain a more comprehensive understanding of the market. …
Dynamics 365 for Marketing - Exciting Updates in October Release
Wave 2 of the Dynamics 365 2020 Release is just about here. And there are some pretty exciting innovations that will improve the way businesses do business. The release includes substantial enhancements and hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, among others. While the entire 2020 release plan is …
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Power Apps Plays Crucial Role in Pandemic
I get admittedly jazzed about Power Apps – Microsoft’s suite of apps, services, connectors and data platform. It is truly impressive technology that provides a rapid application development environment. This allows organizations to quickly customize how they receive, process and leverage massive amounts of data at an enterprise level. Now consider 2020 and the need …
How Do I Find CRM Talent?
Staffing and recruiting for technology - and specifically CRM staff augmentation - can be a tricky business. Employers are increasingly struggling in their search for technology candidates – and they seem to all be hitting the same common roadblocks. But a little knowledge goes a long way, even in the crazy world of CRM talent …
Dirty Data: Why Your Dynamics CRM Data Is Going Rogue
Dirty data. It sounds insidious - and it is. Also called rogue data, dirty data refers to inaccurate, incomplete or inconsistent data – and it can be a huge problem for organizations utilizing CRM. Dirty data can emasculate even the mightiest Dynamics CRM implementations by rendering the information virtually useless and undermining all the processes …
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Understanding Your Business Process
It’s simple. For a business system implementation to succeed, the focus (from the start!) must be on how the system supports, integrates with and enhances an organization’s business processes. This statement supposes, perhaps ambitiously, that the business already has strongly defined business processes. CRM Implementations Require Standardization For many organizations, chaos often rules the day …
Getting Buy-In from Users: Make It Personal
A new CRM implementation creates wonderful opportunity for positive change and growth within your organization; but successful implementations are as dependent on user adoption and satisfaction as they are the actual technology. It is thus important to individually reach out to every member of your team to get a sense of how the CRM implementation …
Who Will Be Your Company's CRM Guru?
When acquiring a CRM system, as with any change management, it is important that your organization select someone to lead the project and facilitate adjustments (and compliance) across all levels of operation. We affectionately like to refer to this leader as your organization’s CRM Guru – a key figure who is essential to successfully transitioning …
4 Tips to Strengthen Your CRM Communication Plan
CRM implementations and upgrades can be an exciting but sometimes challenging time within an organization. Change simply isn’t likely an easy pill to swallow for some within your business, so communicating those CRM changes should be transparent and tactful. Sharing this information with your company is central to the Change Management process that commonly takes …
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