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35 Examples How Dynamics CRM Benefits Sales Teams

by Preact CRM - Microsoft Dynamics UK Gold Partner - Achieving Growth Targets 1. Goal Management Sales teams need to know how they’re performing in comparison to their sales goals. Are they on track? If not, how much is the shortfall? Microsoft Dynamics CRM benchmarks performances against key sales performance indicators to inform sales directors, managers and other sales professionals with easy to follow charts …

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Tracking User Activity in Microsoft Dynamics CRM

by Richard Knudson - Everybody agrees that user adoption is a good thing, and that high user adoption is a key measure of the overall success of a CRM implementation. But there’s less agreement about how to measure user adoption. One way is to use a dashboard to directly display measures of “what users are doing”. For example, suppose you’re …

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Questions to Ask Before Implementing the Marketing Module in Dynamics CRM

by JOVACO Solutions - Once your organization has entered all of its accounts and contacts into Dynamics CRM, it is time to leverage the capabilities of this system to learn more about the buying habits of your clients and prospects to ensure that your CRM application doesn’t just become a fancy rolodex. The marketing module has a variety of …

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How an embedded PowerApp enables faster sales quoting

by Preact CRM - Microsoft Dynamics UK Gold Partner - Creating sales opportunity in Dynamics 365 which involve multiple products can prove repetitive and time-consuming. That's because default controls force users to select one product at a time. For busy sales professionals creating multi-line quotes this is a drawn-out process. Thanks to the Microsoft Power Platform, flexible solutions have emerged to save time and create …

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Compare Four Ways to Build Custom Reports in Microsoft Dynamics 365

by Steve Pestillo, P2 Automation - The real value of your CRM system is the data you have collected. You can only realize that value if you can get to the data you need, quickly and easily, with the right reporting. There are four main ways to report on data in Microsoft Dynamics 365 CE. Each option has its own advantages …

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8 Guiding Principles for CRM Implementation Success

by BroadPoint, Inc. - When interviewed after the fact, some managers have lamented the things they didn’t know before implementing their CRM (Customer Relationship Management) solutions. To save you the pain of “implementer’s regret,” we’ve identified eight guiding principles designed to make your CRM selection and implementation a success. 1. Start with a vision Which CRM you select will …

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Dynamic Values for Email Templates - Part 2

by Rockton Software - As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the resolutions to some of those inquires. I’m going to assume you’ve read the previous entry, which is posted above.   Template Types When creating a …

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Getting Started with PowerApps with Dynamics 365

by ACE Microtechnology - What is PowerApps? PowerApps was first introduced back in 2015, and was meant to address 3 problem areas: Not enough skilled mobile developers. Business data proliferation. IT agility and app sharing. According to Microsoft, PowerApps "is a service that lets you build business apps that run in a browser or on a phone or tablet, …

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CRM Glossary

by Brian Begley, enCloud9 LLC - WHAT IS A BUSINESS’ MOST IMPORTANT ASSET? Ponder that question and you may come up with a plethora of answers. But the bottom line is that… customers are the heart of any business. Without customers, a business simply wouldn’t exist. Next question, how do you keep track of your most important asset? Many companies use spreadsheets to …

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Microsoft Dynamics CRM: Sales Leads vs. Opportunities

by xRM³, Inc. - A Microsoft Dynamics CRM user from the other side of the globe hit me up on the xRM³ contact us page recently. Here is what they wrote, “I am a sales manager in an IT based company. We use Microsoft Dynamics CRM 2015 and I have a question. Exactly when do we qualify a lead to …

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