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

 
 

Dynamics CRM for Sales

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 […]

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Time Tracking in Dynamics 365 – So Easy, Your Team Will Love It

What is worse than the mundane task of time entry? The frustrating task of trying to collect and approve time from an entire team. The “timesheet police” at a consulting company have a thankless job. Fortunately, the right time entry tool for your Microsoft Dynamics 365 system can actually make life easier for everyone. Easy […]

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Sales Process and CRM Success

Your CEO wants to grow your company and realizes that a full service, integrated CRM like Microsoft Dynamics 365 will be an important part of your strategy. Your sales team is a bit hesitant. They don’t want to be micro-managed by an inflexible, automated sales process. Implementing CRM (Customer Relationship Management) software can transform a […]

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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 […]

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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 […]

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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 […]

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Proposal automation in your CRM: the top 6 or 7 things to look for

If you’re like most Dynamics CRM users in B2B sales, you lean on your CRM for just about everything: tracking leads and opportunities, consolidating collateral, contracts, and other documents, tracking events and tasks, storing contacts, etc. We show much love to these steps and requirements in our sales process. What’s crazy is that most CRM […]

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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 […]

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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, […]

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Can Better Technology Help Network Marketing Teams Reach Their Potential?

The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers.   Is your organization effectively using all of this data […]

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