Yesterday’s CRM Versus Microsoft Dynamics 365 For the Way We Work Now
The world of CRM has grown and evolved dramatically since the early days of contact management systems and sales force automation. It has had to keep up with the way we want to work. Some of our treasured legacy systems no longer do what we need them to do, no matter how much we coddle …
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Best Practices for Tracking Outbound Sales Activity in Microsoft Dynamics 365 Sales
To be successful with your CRM system, you need to capture sales activities consistently. Ideally, you should be able to rely on each member of your sales and marketing teams to track their activities and all interactions with your customers. But if the process is not easy, they won’t do it. It’s always easier not …
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How Microsoft Dynamics 365 CRM Helps Overcome Three Big Sales Challenges
Microsoft Dynamics 365/CRM is a feature-rich solution that goes beyond traditional CRM to streamline administrative processes in your sales, marketing, and service divisions. It can help your sales team stay focused, boost productivity, and build customer trust. Your sales team needs to be selling, not spending time on mundane but necessary administrative tasks. Microsoft Dynamics …
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Five Steps to A Successful Microsoft Dynamics 365 CRM Implementation
If you are contemplating a new or upgraded CRM implementation, you’ll want to get it right the first time. You don’t want to risk a botched implementation or adoption by failing to prepare. At Crowe, we’ve developed a successful implementation recipe with five essential ingredients: Put people and processes before technology Don’t get us wrong—technology …
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Two Habits of Successful Sales Managers to Effectively Manage Pipeline and Performance
By definition, the function of sales management implies you are measuring some level of sales performance. It still amazes me that some companies don't have a unified process for tracking and forecasting sales opportunities and measuring their team's performance. Here are two pieces of advice I can offer, after decades of working with sales teams: …
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Best Practices for Customer Service to Prioritize Support Requests in CRM - Part 2
What type of customer should get the highest priority support? All customers are important, but the loudest or highest touch doesn’t always equate to the most important customer to your business. There are two main factors to be considered when prioritizing support interactions. The type of issue The type of customer As I explained in …
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Best Practices for Customer Service to Prioritize Support Requests in CRM
How does your organization prioritize customer service in support interactions? Responding to customers quickly is important, especially when the customer is in crisis. However, you would be surprised how many organizations don't have a methodology to rate the priority of support requests or a system to record them. Many teams I see simply track cases …
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How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers
Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. The agency needs to stay on top of it to make sure all the money that was set to be paid has been collected so …
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Microsoft Dynamics 365 Provides Insurance Brokers Big Benefits
I think we can all agree that the advantages of using customer relationship management software are numerous and widely acknowledged. However, what is not so openly talked about is that selecting the right system can be a source of frustration for many insurance agencies and brokers. Off-the-shelf software doesn’t provide all the functionality an insurance …
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Employee Benefits Brokers: What You Should Expect From a CRM Solution
Are you an employee benefits broker? Are you fed up with generic CRM systems and wish you could find one designed for your specialized needs? The good news is that even with so many CRM solutions on the market, with the right parameters in mind, you can find one custom fit to your industry and …
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