Sales managers have the tough job of keeping tabs on their team. They need to know what each sales representative is doing, how successful their activities are, and how well …
Posts Tagged ‘Microsoft Dynamics CRM Partner Ontario’
Three Ways CRM Software Helps Automate Your Elevator Service Business
While elevators only go up and down, your elevator service business goes in many different directions. You need to make sure your elevators are working properly and that customers are …
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Turn Leads into Sales with CRM Software
Making sales isn’t about luck; it’s about finding prospects and knowing your customers. Use the data in your customer relationship management (CRM) software to create meaningful marketing data, target better …
5 Ways to Define the CRM Acronym
If you ask a dozen different companies to define customer relationship management (CRM), you will probably get a dozen different answers. Businesses realize they need to keep their customers engaged …
Microsoft Dynamics CRM: Next Generation Integration
Starting this article with a title that rhymes compliments the smooth rolling transition of steps, on the topic of integrating data, that I wanted to write about today. Recently working …
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The BONUS Benefit of Microsoft Dynamics CRM is Workflow
There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results. Another significant benefit is …
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Remember Two Important Truths When Searching for CRM Software
A purchase of Customer Relationship Management (CRM) software is a very valuable investment in the success of your company; which is all the more reason you take things slowly and …
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Mix in Social Media with Microsoft Dynamics CRM for Stronger Relationships
Companies are being pressured to keep their relationships strong by adding a social media mix to their marketing and sales efforts, but they should also realize social doesn’t end at …
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Mark a Task as Complete, and Automatically Prompt to Create a New Task
Recently, a client requested that a dialog process start immediately after a task or phone call was marked as completed, to prompt the user to create a follow up task …
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Does CRM and Business Intelligence Correlate? Of Course!
Business intelligence (BI) software manages financials, accounting, project management, supply chain, and other important elements of your business. But what about another very important part of your business: your customers? …
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