Why is it that some people think CRM is just for salespeople? After all, CRM stands for Customer Relationship Management. And when it comes to customers, there are many people in your company who interact on a daily basis with your customers. Certainly not just salespeople. To illustrate how Microsoft Dynamics CRM Online works across […]
continue reading...Posts Tagged ‘Dynamics CRM Online’
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 […]
continue reading...How Dynamics CRM Online Helps You Connect With Customers
Connecting with customers is a major business challenge. How well do you know your customers? Today, information can make the difference when it comes to winning customers and keeping them. You probably have plenty of data, but the difficulty is often getting to that data and having the tools to use it to your advantage. […]
continue reading...6 Limitations of Microsoft Dynamics CRM Online You Need to Know Before You Buy
Every consumer should be an educated consumer. Deciding between Microsoft Dynamics CRM Online versus Microsoft Dynamics CRM on-premise is an important decision. Microsoft Dynamics CRM Online is an excellent option for many companies. But there are some limitations that may, or may not, be important to your organization. Here are 6 points you should consider before […]
continue reading...Which is Better, Microsoft Dynamics CRM, or Salesforce?
We get the question all the time: “which is a better CRM, Microsoft Dynamics or Salesforce?” Before I address this, I want to be fully transparent: our company sells Microsoft Dynamics CRM, and not Salesforce. But this will by no means be an article trouncing Salesforce. Far from it. What I will discuss amounts to […]
continue reading...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 […]
continue reading...7 Small Business Best Practices in Microsoft Dynamics CRM [Infographic]
Are you part of a small business? Does your company struggle to define points of emphasis when utilizing Dynamics CRM? Download our latest Infographic: 7 Small Business Best Practices in Microsoft Dynamics CRM. It's a quick overview of the areas you should be dedicating your time and resources to in Dynamics CRM that will produce […]
continue reading...9 Reasons to Consider CRM Online
If your company is researching CRM software solutions, no doubt on-premise vs. cloud deployment is a key question on your list. For good reason, this is a high priority debate among prospective CRM buyers. That is true because a case can be made for either type of deployment. Making technology investments for your company involves […]
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