Dynamics 365 Sales

Best Practices For Creating A CRM User Training Plan In An SMB

Purchasing and implementing a new CRM solution can be an exciting yet a challenging endeavor. Your small and mid-sized business (SMB) is keen on taking steps to streamline its workflow, and employees aim to gain new features and tools to assist them during their work. Now, as an SMB, you are a part of this …

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5 fonctionnalités du lancement 2021 pour Dynamics 365 Sales

Microsoft Dynamics 365 Sales est une plateforme intégrée qui fournit aux gestionnaires et aux représentants aux ventes tous les outils dont ils ont besoin pour augmenter la performance des ventes. Une meilleure visibilité sur le pipeline et les données clients permet à l’équipe de ventes de bâtir des relations à long terme et d’augmenter leurs …

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How to Build a Customer Journey Map with Microsoft Dynamics

Want to send highly targeted (and better performing) marketing campaigns? Start by mapping your customer journey. The customer journey is broadly defined as the steps a potential buyer could take toward becoming your customer. For most brands, this will be comprised of Awareness, Consideration, Conversion, Loyalty, and Advocacy: Taking the time to map your customer …

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Working with a CRM Consultant in an SMB

Success in any project or task largely depends on two things:  the manpower available and appropriate expertise.  If your small and midsized business (SMB) lacks either, then it’s time to signal SOS (Save our Souls) for outside help. You also need an independent insight if you are looking for a fresh perspective.  For example, recognizing …

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Top 5 Features of the 2021 Release for Dynamics 365 Sales

Microsoft Dynamics 365 Sales is an integrated platform that provides sales reps and leaders alike with all the tools they need to increase their sales performance. Increased visibility on the pipeline and customer data lets the sales team build long-lasting relationships and increase their revenue numbers. With the first 2021 release for Dynamics 365 Sales …

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8 steps to create a great Sales Playbook for SMBs

The buyer of today doesn’t need to rely on a salesperson to find out about a product or service. They are least interested in what the lead score is, or how the sales process looks like and have developed a sort of an allergic reaction to the run-of-the-mill kind of sales pitch. The buyer doesn’t …

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Avoiding death of data with CRM in an SMB

More than a decade ago, it was the era of the filing cabinet that got so full that it was risky to open it in the fear of what may spill out. A few years down the line, it changed to a shared drive on the company network. This gave rise to the innumerable folders …

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Turning Marketing Qualified Leads into Sales Qualified Leads (with a Little Help from Marketing Automation)

If you’re like most marketers, the last year has probably driven more marketing qualified leads into your funnel than sales qualified leads. With traditional sales qualified lead opportunities largely out of commission due to the pandemic, marketers have found their pipelines unexpectedly filled with marketing qualified leads—and those can be a bit trickier to turn …

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Do startups need Microsoft Dynamics CRM?

Do you think that it is better to keep everything in an old-fashioned file system and store all the leads or contacts in an excel sheet? Do you think that it’s an easy job for a salesperson to prioritize work, touch base with existing customers, and follow up with potential clients using these archaic methods …

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Why CRM? The SMB question

Client Relationship Management software isn’t an alien term anymore. Every industry is familiar with it. You must have read several articles, heard talks about how CRM can benefit your small and mid-sized business (SMB), and so on. If you look, you must be receiving a few emails daily about companies offering the best CRM implementation …

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