Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]
continue reading...Posts Tagged ‘Dynamics 365 for Sales’
Setting up D365 Sales and SharePoint Integration
Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need […]
continue reading...CRM Systems Fail Sales Teams. Can AI Help?
CRM systems are designed to automate processes, improve customer responsiveness and increase visibility. Your teams can’t wait to get their hands on the new toolset when they think about having more accurate, secure data at their fingertips. Post-implementation, fast forward a few months and getting your salespeople to properly use your new, shiny CRM is […]
continue reading...MSPs – Looking for a Dynamics 365 Partner?
As an MSP your hands are full keeping your client’s IT systems running and secure. But if your client needs Dynamics 365 to increase sales and customer commitment, where should you turn? For most MSPs, Dynamics 365 is not an area of expertise. More and more companies who use Office 365 also want a cloud-based CRM that integrated with their other applications. […]
continue reading...Direct Sales IT Leaders: These 2 Tools Will Help Your Sales Leaders Increase Distributor Performance
Every IT leader has felt pressure from the sales organization to produce tools that will increase sales. This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. . . And there's the fact that […]
continue reading...Can Better Technology Help Network Marketing Teams Reach Their Potential?
The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers. Is your organization effectively using all of this data […]
continue reading...OmniPay & Dynamics 365 for Sales: The Most Versatile Payment Platform
Users of Microsoft Dynamics 365 for Sales now have access to one of the industry's leading payment platforms. OmniPay, by JourneyTEAM, is already one of the most trusted payment solutions out there. The system is intuitive, versatile, and secure. Now, Microsoft Dynamics 365 for Sales users can take advantage of everything this system has to offer. […]
continue reading...What’s in a Name? CRM vs ERP and the Importance of Speaking Your Customers’ Language
Every industry uses jargon and short-cut terms for more precise and efficient communication within their industry. Jargon can be great when you’re in the know. In my opinion, though, the technology industry is the absolute WORST with the jargon because it is baked into the very products. CRM vs ERP vs real business […]
continue reading...Multiple account Salesperson scenarios in Dynamics 365
Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account. As they were integrating with their financial system, they also had a default ownership of ALL accounts to a single […]
continue reading...Life After Leads: How to Grow your Customer Base
MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features Continuing from our previous blog post, we’ll further discuss the process of capturing leads and how to develop them into potential customers. Now that you’ve established your workflow and have found some promising leads, the next step towards gaining new customers […]
continue reading...
