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Posts Tagged ‘Improve Sales Process’

Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales

The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers […]

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How to Simplify Sales Orders in Microsoft Dynamics 365 for Sales

Salespeople face a frustrating hurdle in the sales process - manually creating sales orders. Sales reps work hard to establish a relationship and trust with a potential customer and learn what motivates them and their needs. Then they spend time generating a proposal, negotiating terms, and coming to an agreement. But that’s not the end […]

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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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CRM-driven Sales Methodologies

A sales process could be defined as a series of systematic, measurable steps marking out the path and the interactions with prospects throughout the sales cycle. An efficient sales process is the key to success for a sales team. When a sales process is heavily used by the team, it can be improved by including […]

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Sales Process Mapping – Key to a Successful New Year?

I often see businesses run out to purchase a CRM system with the expectation that the system will provide them with “Best Practices” for their sales team.  Although a good CRM system can provide you a structure for your sales process and give management vision into how process is working, it will not dictate what […]

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35 Examples How Dynamics CRM Benefits Sales Teams

Achieving Growth Targets 1. Goal Management Sales teams need to know how they’re performing in comparison to their sales goals. Are they on track? If not, how much is the shortfall? Microsoft Dynamics CRM benchmarks performances against key sales performance indicators to inform sales directors, managers and other sales professionals with easy to follow charts […]

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Top 4 Signs Your Business Needs Microsoft Dynamics CRM Online and Office 365

Ask business owners what their most important asset is and I’d be willing to bet the same answer would come up over and over—“Our customers.”  But, do you know your customers as well as you’d like?  If the answer is anything other than a resounding “YES!” chances are there’s room for improvement and technology may […]

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7 Ways to Cut the Cost of Sales

Maximizing profits and minimizing costs is constantly on the mind of any executive, but it is a give and take, and you may feel as though you have to choose one over the other. However, that doesn't have to be the case. Here are seven 7 ways to reduce the cost of sales, without reducing revenue: 1. Examine […]

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Become More Customer-Centric and Streamline the Sales Cycle with CRM 2011

As a Microsoft Dynamics CRM consultant, I see firsthand how an effective CRM strategy can help an organization’s employees collaborate more effectively to improve a customer’s experience and positively impact a company’s bottom line. Not only do I directly see it on the front lines of my customers’ implementation and configuration projects, but also as […]

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Top 5 Marketing Benefits of Microsoft Dynamics CRM

There are 5 reasons we feel you should use Microsoft Dynamics CRM for marketing management. 1)    Effective Data Management Reduce the time wasted digging through old data with Microsoft’s latest version of CRM.  This software intelligently cleanses your data eliminating duplications and decreasing your cost per engagement. 2)    Reporting and Analysis Tools Intuitive business intelligence […]

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