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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 ‘Microsoft Dynamics CRM Partner Arizona’

Turn On The Light With Microsoft Dynamics CRM

Do you know what your sales and marketing teams are up to at the moment?  You may have had a hand in the most recent marketing campaign, but do you know whether it generated the results that you had anticipated?  Sometimes these activities leave you feeling a little in the dark.  Turn on the light […]

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Tips for Getting Marketing & Sales Organized with CRM

Do you know when the next marketing campaign is going out or when your sales representatives are meeting with your best customers?  If you rely on weekly update meetings or emails from your teams to learn what is going on between marketing and sales, then it may be time to give your business solutions a […]

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The 3 C’s to Cleaning Up Your CRM Data

Whether you just implemented a Customer Relationship Management (CRM) system, are thinking of making the plunge, or the memory is hard to forget, data clean-up is essential to using your CRM effectively. The more accurate and relevant your data, the more tools you can leverage in your CRM system. So here are three tips to […]

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When Email Automation is in the Cards for Your Business

Even after you’ve chosen a Customer Relationship Management (CRM) system for your business, there are a lot of decisions that need to be made. One of these decisions is whether you want to automate your email marketing right out of CRM or take a disconnected approach. For a long time, we here at Sherwood Systems […]

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Valued Customers vs. Volume Customers

At first glance, it may seem that having hundreds of customers is a good thing, but when it comes down to the bottom line, more isn’t always better.  Having customers is obviously critical, but you want good-customers, not bad-customers.  Telling the difference between the two isn’t always easy, but a customer relationship management (CRM) solution […]

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Three Reasons CRM Software Should Be On Your Wish List

More and more businesses are planning to implement customer relationship management (CRM) software this year according to a recent Gartner survey ( Reasons for using CRM solutions point to the need to find new prospects and generate loyalty with existing customers.  According to Gartner, mobility is another driving factor for CRM spending.  This survey finding […]

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Microsoft Dynamics CRM on Your iPad!?

The December 2012 Service Update for Microsoft Dynamics® CRM revealed some impressive new functionality, but we’re especially stoked about one thing. Starting in February, online users can leverage Microsoft Dynamics CRM on their iPads. Here’s a look at what’s supported specifically for sales in the field: Contacts, Opportunities, Leads, Accounts, Charts, as well as both […]

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My Favorite CRM Button

With all the great functionality packed into Dynamics CRM, I realized the other day that I have one favorite. This gem of functionality can be unleashed with one little button. It's not a button that controls some great fancy customization we created (although we have a few of those). It is a simple little button […]

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What’s in Store for Microsoft Dynamics CRM Users?

One of the biggest struggles for companies when implementing a CRM solution is defining the sales and/or marketing processes so that everyone is on the same page. Not many companies have a process in place, and implementation of CRM usually makes them take the step to identify and streamline. Microsoft Dynamics® CRM used to focus […]

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Get to Know Your Customers Well With CRM Software

You know you have customers, but how well do you know them?  You know they buy your products and services, but are you able to easily determine how much and how often?  Getting to know your customers well is not only good for customer service, it’s good for the bottom line. In order to learn […]

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