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Posts Tagged ‘Dynamics CRM Implementation Tips’

How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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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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Disaster Recovery and Continuity Planning with Microsoft Azure

Do you run a small business? Are you the head of a large company? Is your organization headquartered in a metropolitan center, or in a rural area? No matter what your circumstances may be, all businesses in the U.S. share one thing in common: the importance of Information Technology (IT) in their day to day […]

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How to Get the most out of your CRM Investment

 MS Dynamics 365 for Sales vs Salesforce Learn more about Dynamics 365 for Sales features It's a big misunderstanding that if you just buy and implement a CRM system, it will immediately boost your revenue. Getting a CRM system on board, is just the tip of an iceberg. Below are three tips on how to […]

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CRM Optimization & Visibility: 6 Common Goals and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]

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Does Your CRM Data Resemble the Walking Dead?

You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, […]

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Implementing CRM – 7 Tips and Tricks that Will Save Your Project

Tips & Tricks to Implementing CRM 52% of all CRM projects fail to meet customer expectations. We often hear that a CRM system is a key investment companies make to enable and measure the success of marketing campaigns and to boost sales performance.  But does it really work?  Research shows that CRM implementations often under deliver.  […]

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Make Sure Your CRM Project Does Not Fail

When implementing a new CRM system, you should always keep in mind this simple rule:  your new system will fail if end users don’t like using it. It’s true. No matter how good your planning was, or how detailed your requirements are, if in the end users aren’t using it, you will have a poor […]

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How to Scope a Successful CRM Strategy for 2014

Over the last 4 or 5 years there has been a dramatic shift in the CRM arena due to the explosion of the cloud.  But do companies truly understand the impact of CRM and how it can revolutionize their business? Implementing a CRM strategy will have far-reaching implications across any organisation, from back office functions […]

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