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


Posts Tagged ‘CRM Best Practices’

6 P’s of a Successful CRM Implementation – Choosing a Product and Partner

CRM implementation offers a rewarding step toward improving your business for both your customers and your employees. But a CRM implementation not driven by goals and proper planning can turn into an uphill battle to measure your ROI, as well as achieve the most benefits. Reaching your CRM goals is simply a matter of certain principles and […]

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How Dynamics CRM Can Help You Keep Customers: 3 Tips

Getting a new customer can cost 5-to-25 times more than keeping an existing one. But increasing customer retention rates even a mere 5% can increase profits by 25% to 95%.These surprising statistics, reported in the Harvard Business Review, noting research done by Frederick Reichheld of Bain & Company, reveals the value of satisfied customers. Keeping customers […]

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Well-Executed Follow-ups with Dynamics CRM

CRM for Success is the monthly webinar series that we kicked off for 2014. This series is exclusively for CEOs, CMOs, and CSOs. Each month we will provide you with the management insight necessary for maximizing the expected benefits of CRM. We stay on-point and keep the sessions short. CRM for Success is offered every […]

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4 Things to Watch for When Sending a Microsoft CRM Email Blast

Today I got an email that said, among other things, that the business sending me the email would like the opportunity to sit down with me or “any other member of the sales team at {[0]!""}” Yes, that is not a typo or system malfunction in the previous sentence; they referred to our company as […]

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The 3 C’s to Cleaning Up Your CRM Data

Whether you just implemented a Customer Relationship Management (CRM) system, are thinking of making the plunge, or the memory is hard to forget, data clean-up is essential to using your CRM effectively. The more accurate and relevant your data, the more tools you can leverage in your CRM system. So here are three tips to […]

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Microsoft Dynamics CRM and The High Value of Customers in Today’s Market

Thought-provoking post by Ron Volper, “Up Your Sales in a Down Market”, in Friday March 2's According to the post, the buying patterns of today’s customers have changed, and overall they’re less loyal than they were in the past. To combat this change in behavior, B2B companies need to update their marketing/selling strategies not only by “selling […]

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How “De-Coding” Your CRM Software Can Result in Costly Manipulation

We’re much more tech-savvy than we were 20 years ago, but users also demand a more user-friendly and intuitive interface. Otherwise, you can forget about user adoption throughout your organization. If your CRM Software is hard to use and not helpful in the first place, then the investment you made on the software is at […]

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Achieve Continuing ROI with Dynamics CRM

You’ve invested a lot of time and money in your CRM system. User adoption is improving and key indicators like client satisfaction and average sale value are moving in the right direction. It would be easy to get complacent and let users “get comfortable” with the system before you invest in more training. Training, training, […]

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Best Practices for Your Sales Team: Microsoft Dynamics CRM to the Rescue

Your sales team is bombarded with meeting sales goals, managing prospect contacts, and seeing opportunities through the sales cycle. If you’re part of the sales team or if you work closely with the sales department, you understand the management functionality needed to stay atop deadlines and quotas and handling the pressure from “upstairs”. We feel that […]

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4 Questions to Answer Before You Select a CRM Package

Customer Relations ship Management packages like Microsoft Dynamics CRM offer businesses the ability to easily organize a database of their clients and prospective clients. This allows for a 360 degree view of all of the interactions that companies have with their clients and prospects – e-mails, phone calls, appointments, everything. The problem is many businesses implement a CRM […]

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