How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season
The holiday season can make or break any distribution business, but a company that distributes Christmas trees has even more pressure to perform. One of our Dynamics CRM clients is …
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How to Do Complex Inline Calculations Inside Microsoft Dynamics CRM
Can you easily perform pricing calculations in Microsoft Dynamics CRM? You likely have your own quoting process. Often the pricing and quality calculations are done in Microsoft Excel, or on …
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How a Distributor Improved the Quoting Process in Microsoft Dynamics CRM
How do you prepare quotes? It seems that every company has their own unique way of calculating and preparing quotes. The EditAble CRM Grid tool makes it easier to mold …
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How to Update Dynamics CRM As Easily As An Excel Document
Does your sales love using Microsoft Excel? Microsoft Excel has been used by salespeople for years to track sales pipelines and forecasts. But many organizations will decide to implement a …
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How to Make Dynamics CRM So Easy Even Your Star Salesman Will Use It
Salespeople want to sell, not update records. Every minute spent updating their CRM system is time they could have been out selling. User adoption is one of the toughest challenges …
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4 Key Metrics Every Sales Manager Should Track in Dynamics CRM
In my career, I have managed many sales teams. I know the data that needs to be tracked by a sales manager. And now that I implement Microsoft Dynamics CRM, …
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Examples of Grouping Information and Records in Microsoft Dynamics CRM
Microsoft Dynamics CRM holds a tremendous amount of information; but it is even more powerful when that information can be easily organized and grouped in the way you want to …
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