Microsoft Dynamics CRM Ohio Partner

No matter the industry your business operates in, it must maintain a steady flow of clients. To do this, it must establish a brand that is focused on providing exceptional customer service. Fortunately, there are many tips you can follow to improve the customer service your business is able to provide, and Microsoft Dynamics CRM …

Creating Excellent Customer Experiences with Shared Knowledge through CRM Read More »

When it comes to sales forecasting, businesses often face the challenge of overcoming inaccurate forecasts. And while both qualitative and quantitative forecasts play an equal role within the success of a company, when either of them is inaccurate, this can lead to a loss in both productivity and overall sales. If inaccurate sales forecasts are …

Get Your Sales Forecasts Right Before Your Commission Takes a Hit Read More »

As most everyone in the Dynamics community has heard Microsoft has recently unveiled its newest addition to the marketing capability of Microsoft Dynamics CRM. At its core Microsoft Dynamics Marketing seeks to deliver powerful, integrated marketing management solutions that help bring businesses and the customers they serve closer together. The essence of Dynamics Marketing is …

Attention All Marketers: Dynamics CRM Just Set the New Standard! Read More »

Mobile CRM helps to shorten the sales cycle, gives staff members the tools they need to research ordering history,  generate contracts, and prevent work orders from getting lost or misinterpreted. Automatic scheduling speeds service and sales calls and allows technicians to spend more time solving problems instead of dealing with paperwork. One of the greatest …

Four Ways to Accelerate Cash Flow with Mobile CRM Read More »

Most everyone in marketing, sales, and customer service is aware of CRM (Customer Relationship Management). Many CEO's managers, and salespeople are reaping CRM's benefits -- increased profits, lower costs, and loyal, satisfied customers. Others, however, are undecided or they think (hope) that their marketing and sales processes are okay. If you are among those who …

13 Reasons Why You May Not Need CRM Read More »

There has been a lot said already about the reimagined user interface in Microsoft Dynamics CRM 2013 (http://www.socius1.com/crm-2013-is-coming-with-a-brand-new-look/) and how it is cleaner and more intuitive to make your people more productive.   One of the most evident ways that it makes users more efficient is by making data entry and editing faster and easier. Here’s …

7 Easy Ways to Enter Data in CRM 2013 Read More »

Are you running your sales operation with yesterday's technology or no technology? You might be if your customer-and-prospect database is nothing more than a hodgepodge of business cards, scattered notes (some on napkins), an overloaded Outlook Inbox, and an untrusted mismanaged data-base management system. If you cannot easily find your contact information, appointments, up-to-date sales-team …

Updating Your Sales Operations, Upgrading Your Business, With Dynamics CRM Read More »

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