CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team
In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to …
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What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It
There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available …
How Does One Best Evaluate / Justify a CRM System Investment?
Most software ROI calculations are built off of two tenets: sell more or cut cost. The problem that most organizations run into is that they have no solid numbers to address either; “sell how much more”, or “save how much time” are elusive concepts. I suggest that there are three fundamental business objectives that …
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Get in the Driver's Seat with CRM Dashboards
All business decisions need to be based on real-time data to be valid and legitimate. But how can you make important decisions unless the information the data is trying to tell you is presented in a way that sales, marketing and service teams can easily understand? With Microsoft Dynamics CRM Dashboards, your business decision makers …
CRM and ERP Are Better Together
Some things are just better together, and that is certainly the case when it comes to Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). A CRM solution can help sales, marketing and service professionals close deals faster and serve customers better, while an ERP solution can manage financials, inventory and operations. But what happens …
Social Listening is for Everyone
The need to provide amazing customer experiences is not reserved for enterprise organizations, and neither is the ability to pull it off. One key way to ensure that your customers are having positive, memorable interactions with your company is to keep tabs on what they are saying on social media. By doing so, you can …
Mobilize Your Sales Staff with Dynamics CRM for Tablets
Whether you are flying across the country or driving to the other side of town, having your customer and sales information with you when you need it is vital to moving opportunities through your pipeline and closing sales. Your customers are more educated than ever before and they expect you, as the salesperson, to know …
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Find the Materials You Need to Close Sales Anywhere
If you are like most salespeople in today’s business world, you are doing more and more business outside of the office. If you are finding that being on the road is resulting in you not being able to find the materials you need to close deals, then you are in good company. According to a …
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7 Easy Ways to Enter Data in CRM 2013
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 …
Dynamics CRM Leads SFA Market Both On-Premise and Online
Gartner Research released their annual analysis of sales force automation (SFA) solutions this month, revealing both Microsoft Dynamics CRM on-premise and Microsoft Dynamics CRM Online holding spots in the “Leaders” area of their Magic Quadrant. For this analysis, Gartner ranks products based on their completeness of vision and their ability to execute on that vision …
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