Are your sales reps behaving? I have been doing a lot of research recently for a client that wants to build best practice behavior into their sales team and manage it with Dynamics 365. I have read research from all the top sales benchmark and behavioral analysis firms. In compiling this information I have found […]
continue reading...CRM Software Implementation Tips
Learn how to convert website visitors into customers with Dynamics 365
Did you know that less than 12% of visitors to your website take any action? How do you leverage website visit data to engage with visitors and drive conversions? Join us to learn how. Most visitors to your website have an interest in your products/services or they wouldn't be visiting in the first place. If […]
continue reading...Give Your Customers Self-Service – Your “Portal” to Success in the Digital Economy
The Digital Economy Demands Customer Self-Service Portals Are you finding yourself hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today’s customers expect service at their fingertips. In fact, 90% of customers in the US […]
continue reading...20 Findings from a Microsoft Dynamics 365 Upgrade Audit
Our client, let’s call it ACME Inc., wanted to upgrade Microsoft Dynamics CRM 2011 to Microsoft Dynamics 365 and SharePoint 2010 to SharePoint 2016. What is the first step? Crowe’s implementation methodology always starts with an analysis phase, especially when it comes to CRM version upgrades. With CRM version upgrades our analysis phase comes in the […]
continue reading...Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?
In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]
continue reading...Just do it – Setup Multi Factor Authentication with Microsoft Office 365 & Dynamics CRM/365
Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The "standard" level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting […]
continue reading...Email Address Verification for Microsoft Dynamics CRM/365
When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]
continue reading...CRM solutions remain enduringly popular but proper use is critical
CRM solutions are a time-tested answer to many long-term concerns of businesses around customer interactions and sales. Managing those relationships - the core value proposition of CRM software - helps businesses improve operations by streamlining areas of inefficiency and making more informed determinations about the state of interactions with customers. To fully reap the benefits of […]
continue reading...Mobilizing Sales with Microsoft Dynamics CRM
Mobilizing the way your company does business and solidifies sales is one of the first steps in creating a successful business model. Providing sales and service personnel with data like inventory availability and current pricing, creates this ability to do business on-the-go. Having to wait to receive a quote for several days gives customers the […]
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