CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Dynamics CRM for Marketing

Sales proposals: CRM’s blind spot?

Name something your CRM system does well: stores contacts (yes); details customer relationships and interactions (Yes!); reports on leads, opportunities, and sales (YES!!); creates, sends, and tracks sales proposals (ummm... sorta). We don't know exactly why configure price quote solutions (a.k.a., CPQ, quote-to-cash, or sales proposal automation solutions) aren't standard in most CRMs (including our […]

continue reading...

How to Increase Revenue in the Contact Center with Dynamics 365

Any business using a contact center treats it as a cost center. From a financial perspective, this makes sense.   A good conversation with a customer creates a lot of value. The problem is that it's usually intangible. In business, you need numbers to show your value … numbers like revenue that offsets costs. The […]

continue reading...

Overview of Dynamics 365 for Marketing | 2018 Release Notes | Marketing Automation

Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the October '18 release, new capabilities include account-based marketing and deeper LinkedIn integration. The marketing app also supports additional languages […]

continue reading...

Direct Sales IT Leaders: These 2 Tools Will Help Your Sales Leaders Increase Distributor Performance

Every IT leader has felt pressure from the sales organization to produce tools that will increase sales.   This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. .   . And there's the fact that […]

continue reading...

FastTrack Implementation Services for Microsoft Dynamics 365

Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a […]

continue reading...

Dynamics 365 October 2018 Release Notes Published

Microsoft has published the release notes for the October 2018 update to Dynamics 365. There are 90+ new capabilities being added to the platform, lot's to look forward to. In this post we highlight the new functionality being released to the Marketing, Sales and Service areas of Dynamics 365. To review the full release notes, […]

continue reading...

How to Leverage Scoring in CRM – Action Items for Sales, Marketing and Customer Service Teams

The concept of assigning a Score to an individual Contact, Lead, or Account in CRM is not new, but it is seldom used to its full potential.   Scoring is designed to give an indication of the engagement level of the members of your target audience. That can include prospects or current clients. Once you […]

continue reading...

Augmentez vos ventes et l’engagement de vos clients avec Microsoft Dynamics 365 pour le marketing

Ça fait longtemps que nous l’attendions : la solution d’automatisation du marketing de Microsoft, Microsoft Dynamics 365 pour le marketing, est finalement disponible. Elle fournit maintenant aux organisations tous les outils nécessaires pour automatiser leurs campagnes marketing, obtenir de meilleurs aperçus sur leur clientèle et augmenter la performance de leur équipe de ventes. Bâtie sur […]

continue reading...

Increase Sales and Customer Engagement with Microsoft Dynamics 365 for Marketing

It has been a long time coming, but Microsoft’s marketing automation solution, Microsoft Dynamics 365 for Marketing, is now available, providing organizations with all the tools they need to automate campaigns, obtain better customer insights, and help drive their sales team. Built on the Microsoft Dynamics 365 Customer Engagement platform (previously known as Microsoft Dynamics […]

continue reading...

You implemented a new CRM system. Great! But why is no one using it?

Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .

continue reading...
 

 
 
Show Buttons
Hide Buttons