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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 ‘Dynamics CRM for Sales’

You implemented a new CRM system. Great! But why is no one using it?

Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

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 […]

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Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their […]

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Help Your Sales Reps Make 100 Customer Calls Per Day with Dynamics CRM

Is it unreasonable to expect a good sales rep to make 80-100 phone calls a day? With so much of sales discussions dealing with the topic of “inbound”, you might guess that the opportunities presented by call centers and outbound sales in general are a thing of the past. Not so. Many industries, for example […]

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Working with Data is Easy with Microsoft Dynamics CRM

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with […]

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What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available […]

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Microsoft Dynamics CRM Tips for Sales Professionals – 2 Quick Follow Up Email Strategies

This blog is another in my series of Microsoft Dynamics CRM tips for sales professionals. We’ll look at a common sales scenario and how to manage it in CRM. You just met someone for the first time, or you’ve just hung up the phone. You want to send a quick follow up email with your […]

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Tips,Tricks and Best Practices for Marketing with Dynamics CRM

As marketers, we are always looking for new ideas to stimulate our creativity. This September, nine marketing and CRM experts shared their stories, best practices, tips and tricks at the 2015 Marketing with Microsoft Dynamics CRM Idea Conference. The presentations are now available to view on-demand for free at www.ideaconference.com. Information shared by the speakers includes: How […]

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Stop Losing Leads! P.2 – Converting Leads

From your website’s inability to convert, to a lack of automated sales process, the negative affect of your current marketing practices on your business should shock you...

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Dynamics CRM 2015 for Manufacturers – What’s in it for You?

Apart from creating top quality products, manufacturers can gain a competitive edge by providing excellent customer support. Connecting departments via a centralized system is key to delivering a consistent customer experience that helps retain existing clients and discover new ones. Customer relationship management (CRM) software is highly relevant for manufacturers and delivers best in-class tools […]

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