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 Sales

Territory Management within Dynamics 365 CRM on Maps – Align territories to balance workload among sales and service reps!

In our previous, blog we have seen how with the help of creating territories sales managers can distribute workload amongst the sales team. With the distribution of work load every sales person has a clear picture of what prospects they need to chase and what strategy they need to follow to generate maximum sales. This […]

continue reading...

Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales

The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers […]

continue reading...

How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead […]

continue reading...

A few problems in B2B sales that D365 + CPQ can fix

It happens to every B2B sales organization: flatlining. Not as in “dead,” but as in hitting a plateau, an even line, maintaining. And while holding steady doesn’t sound too bad for most things in life, in B2B sales, if you’re not growing, you’re dying. Let’s take a look at a few problems fueling flatlining in […]

continue reading...

3 Reasons to Start Using LinkedIn Sales Navigator & D365 for Sales

3 Reasons Why LinkedIn Sales Navigator is an Amazing Sales Tool While many of our clients are familiar with some of LinkedIn’s key features, we often find that they haven’t heard of a key sales tool: LinkedIn Sales Navigator. This application is amazing for sales teams, as it can both help with prospecting leads and […]

continue reading...

How to Remove Contract Management Roadblocks Inside Microsoft Dynamics CRM

Contract management plays a vital role in business operations. Contracts dictate business strategies and relationships between organizations and vendors. During the sales process, a considerable amount of time is spent ensuring contracts reflect corporate policies, fulfillment capabilities, regulatory requirements, and financial interests.  An efficient contract management process ensures contracts are created, negotiated, approved, and carried […]

continue reading...

Sales enablement & Dynamics

Sales enablement is more than a buzzword: it’s a process and practice, and one defined by its platforms. Dynamics 365 Sales (or most any of the Dynamics CRM platforms) offers a solid foundation for sales enablement. But it often requires extending your solution via integration of CPQ and Dynamics. Adding CPQ to Dynamics enables sales […]

continue reading...

Sales secrets buried in Dynamics

Sales, as the inimitable Alec Baldwin said in Glengarry Glen Ross, is a tough racket. It’s about finding the right customers, and finding them before the competition does. And the sales rep who uses all Dynamics has to offer natively — and extends it with the right applications and tools — has a huge advantage […]

continue reading...

Efficiency and Productivity are Keys to Sales Operations Improvement in 2020

Did you hit your sales targets in 2019? If you did, congratulations!  If you didn’t, you are probably looking back at what went wrong and searching for opportunities to do better in 2020.  There’s as much to learn from what went right, as from what went wrong. It’s likely that the areas where you met […]

continue reading...

6 Reasons to Use Microsoft Dynamics 365 Customer Insights

6 Reasons Why You Should Be Using Microsoft Dynamics 365 Customer Insights  More than ever before, businesses are looking for new ways to gather and utilize customer data. We’re not just talking standard demographics, either. With customers becoming more discerning by the day, businesses need to understand customer behavior -- both online and in retail […]

continue reading...
 

 
 
Show Buttons
Hide Buttons