Dynamics CRM/365 Training

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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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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Kanban and Calendar view of Dynamics 365 activities

With the new Unified Interface of Dynamics, there are many new features that became available, which we wanted to see for so long but were never enabled in the platform. One of those features is the Kanban view and Calendar view of an Entity. For those who may not know, Kanban is a Japanese manufacturing term where the supply of components is regulated …

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Free Training – How to Leverage Sales Intelligence to Improve Sales & Marketing Performance

Join us for this free training session and learn how to leverage sales intelligence technology to improve sales performance. Date: March 18th  Time: 12-1pm Eastern     Research has proven that incorporating intelligence technology in sales & marketing significantly improves performance. Harvard Business Review found that top-performing sales & marketing teams cite intelligence as a key …

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Challenges of working without a CRM in an SMB

For all kinds of businesses, large conglomerates or small and midsize ones, CRM is a familiar term. Anywhere you go, you get to learn about different kinds of CRM software in the market. So why is this craze for CRM that seems to have upsurged in the past few years? What is the need for …

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Importance of Integrating SharePoint and Dynamics 365 in an SMB

Most often small and mid-sized business (SMB) customers who are implementing (or planning to implement) Dynamics 365, enquire about a platform to store their files, documents, etc.  And another request that comes along with it (obviously) is the integration of that document management system with the CRM system. Now, although Dynamics CRM provides a way …

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10 Benefits of Integrating Outlook with Dynamics 365 for an SMB

Microsoft Dynamics CRM is one of the foremost customer relationship management tools owing to its flexible, scalable, and comprehensive features. One of the best traits of Dynamics 365 is its ability to integrate with several other applications. Now as a small and mid-sized business (SMB) if you are using Outlook already, integrating it with Dynamics …

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Simplifying the SMB Customer’s Journey with Microsoft Dynamics 365

Customers are more informed than ever. That’s changed how they evaluate, buy and use the goods and services they purchase. But this change isn’t a problem; rules change all the time, and people adapt. The intelligent customer is here to stay. It doesn’t mean that they know every nitty-gritty detail about the product or service …

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The Collaboration of Sales and Marketing for a Successful SMB Goal

The sales and marketing departments of a small and mid-sized (SMB) organization are responsible for different parts of the customer journey. Generally speaking, marketing focuses on attracting potential customers, while sales focus on closing the sale. This means marketing and sales are closely linked since your marketing efforts are futile if you don’t generate sales, …

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How does CRM help sales in an SMB segment?

By Mohona Dutta | Reading time 5 minutes It is an interesting time in the business world. From the quaint little mom-and-pop shops down the lane to the glitzy unicorn startup, small and mid-sized businesses (SMBs) dominate. As a small business, your customers are your priority. Managing information about your leads and contacts used to …

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