Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]
continue reading...Videos – Dynamics CRM
3 Things You Need Before You Get a CRM [Video]
CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap the rewards of a CRM you need to do some homework before you dive into the project. Understand Your Existing Processes The first thing you […]
continue reading...Solving the Nightmare of Commission Calculation for Benefit Brokers with Dynamics CRM
Insurance agencies know that commission calculations can be a nightmare. Especially if a broker discovers they were done incorrectly. Employee benefit brokers work with multiple insurance carriers and each of them pays commissions. The agency takes a cut and the producer, or broker, gets a cut. Each of the commission allocations are different based on […]
continue reading...VIDEO: Microsoft Dynamics CRM Spring 2016 Wave Overview
Are you ready for the Dynamics CRM Spring 2016 Wave? This overview video from Microsoft gives a great introduction on what you can expect. Transcription: With the new capabilities we’re introducing in our Spring 2016 Wave to support field and project service, organizations now have the ability to schedule, manage, and deliver on-site service, whether […]
continue reading...Microsoft Dynamics CRM 2016 Release Date Announced
Update: Microsoft Dynamics CRM 2016 officially released on November 30, 2015. Microsoft announced today that Microsoft Dynamics CRM 2016 will be released in the fourth quarter of 2015. In the official press release Microsoft calls this “The most comprehensive upgrade ever for Dynamics CRM” and says it “includes advancements in intelligence, mobility and service, with […]
continue reading...4 Most Important Sales Records in Microsoft Dynamics CRM
There are many different record types in Microsoft Dynamics CRM. I recommend that salespeople first focus on the 4 most important sales records in Microsoft Dynamics CRM. These are the ones that will make the biggest impact on sales results. The short video below explains how to use these records to your advantage. New CRM Sales […]
continue reading...Streamline Sales Efforts with Microsoft Dynamics CRM Business Process Flows
Optimizing business processes is a fundamental strategy to generate more profit in any business. There are many ways to get more out of your top line, and one of the best is to slim down the time and cost of selling through analysis and improvement. To do this, you need consistent and accurate sales data across […]
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