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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 san diego’

Does Your CRM Data Resemble the Walking Dead?

You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, […]

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Microsoft Dynamics CRM: Sales Leads vs. Opportunities

A Microsoft Dynamics CRM user from the other side of the globe hit me up on the xRM³ contact us page recently. Here is what they wrote, “I am a sales manager in an IT based company. We use Microsoft Dynamics CRM 2015 and I have a question. Exactly when do we qualify a lead to […]

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4 Most Important Sales Records in Microsoft Dynamics CRM

There are many different record types in Microsoft Dynamics CRM. I recommend that salespeople first focus on the 4 most important sales records in Microsoft Dynamics CRM. These are the ones that will make the biggest impact on sales results. The short video below explains how to use these records to your advantage. New CRM Sales […]

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