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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’

How to Use Multiple Lead Scoring Models

By Bruce Coffman, emfluence Marketing Platform Channel Sales Manager Lead Scoring. Most of us have heard about its importance, for marketers and salespeople alike. Which potential buyers have taken interest and are window shopping, either glancing as they walk by, or peering in with both hands wrapped around their eyes for focus. Not through actual […]

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Close More Deals by Uniting Sales, CRM, and Marketing Automation

By Bruce Coffman, emfluence Marketing Platform Channel Sales Manager Every salesperson wants things right now. Quality leads, effective marketing materials, pricing or contract concessions. Whatever is needed to close more deals, reach their goals, earn more commission.   The problem is, not every prospect or client, even if showing initial interest, is on their same […]

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How to Increase Revenue in the Contact Center with Dynamics 365

Any business using a contact center treats it as a cost center. From a financial perspective, this makes sense.   A good conversation with a customer creates a lot of value. The problem is that it's usually intangible. In business, you need numbers to show your value … numbers like revenue that offsets costs. The […]

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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 […]

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3 Features to Look for in the Best CRMs for Nonprofits

As a nonprofit leader, your mission is unique, attracting a loyal member base. The people who join your organization are your lifeblood – they share a passion for your purpose, and they contribute their resources to help you accomplish it. Because past involvement with a nonprofit is the best indicator of future involvement, growing your […]

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3 Ways to Access the Dynamics 365 App for Outlook

Before We Get Started... Microsoft made the Dynamics 365 App for Outlook available just a few months ago, and many folks have written excellent articles on the topic. I would recommend you review the Microsoft Documentation site for these articles "Deploy Dynamics 365 App for Outlook" and "Dynamics 365 App for Outlook User Guide". Once […]

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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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For Asset Managers, the Right CRM Should Be More than a Customer Database: Does Your CRM Have What It Takes?

Part 1 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More Sales targeting. Trade resolution. Getting the data you need to make the right decisions. With very few exceptions, the challenges faced by asset management firms—on both the institutional and wholesale sides—are generally consistent. But the technology […]

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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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How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups

As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]

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