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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’

Do You Really Know What Your Customers Want?

Most business owners and managers know why their customers enjoy their products or services.  There are often a lot of anecdotal stories that drive assumptions about what customers really need or want; however, how much of that is based on fact?  Knowing what your customers really want can improve your products and services, which can […]

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3 Tips To Keep Your ERP Or CRM Implementation On The Right Track

Replacing inadequate business software with a robust enterprise resource planning (ERP) solution or customer relationship management (CRM) solution is not as easy as inserting a disk and clicking “run”.  A successful implementation takes time, commitment by different levels of management, and close attention to ensure key milestones are properly met.  Here are some tips for […]

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Use Microsoft Dynamics CRM To Get A Better View Inside & Outside Your Business

Your sales team strives to develop close ties to your customers and works hard to nurture those relationships. You can support their efforts, improve productivity, and get a better view of your sales and marketing efforts by implementing a customer relationship management (CRM) solution. On the inside, a CRM solution, such as Microsoft Dynamics® CRM, […]

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Keep Chasing The Leads

When your sales representative gets a lead, you want them to chase that lead while it’s hot.  A new prospect or an existing customer has shown an interest in your product or service and if you don’t respond quickly, they’ll turn to one of your competitors.  However, leads are easily buried or lost while they […]

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7 Steps for Choosing the Right Microsoft Dynamics CRM Partner

Choosing Microsoft is the easy part. Choosing the best technology partner to implement and support your CRM solution is a lot like choosing a good surgeon. They each have the same end game, but the approaches they take to get there can vary quite a bit. With best practices established in every industry, one might […]

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Use a Better Solution to Connect Sales People to Customers

Sales professionals often employ different methods to manage their own leads and customer data, such as hand-crafted spreadsheets or specialty software.  However, with these different methods in place, it becomes difficult for you to see the continuity between following leads and nurturing customer relationships which can lead to lost revenue and some unhappy customers.  Bring […]

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Allow Your Sales Department to Strengthen Relationships with Customers and Prospects Using Microsoft Dynamics CRM

Does everyone on your team have the same procedure when receiving a lead, following up, and tracking opportunities? Theoretically if you have documented company procedures everyone should be interacting with customers in the same fashion. The reality is everyone has their own way of selling products, storing customer data, and recording information they think is […]

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3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

“The superior man is modest in his speech, but excels in his actions.” – Confucius Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for […]

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2 Keys to Optimizing CRM for Your Organization

When implementing a new CRM system, the same questions always seem to arise. First and foremost clients want to know: “What type of staffing resources do I need to manage my new system?”  That question is almost always followed by: “What skills are necessary for an administrator to succeed?”   Optimization for your company Obviously, […]

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Will there be a MS Dynamics CRM Windows 8 version?

Buried in the Release Preview Guide for the December Update, there's a table showing all the operating systems that the online version of Dynamics CRM will be compatible with. There's a row devoted to Windows 8, along with all the browsers Dynamics CRM will run on: IE, Chrome, and Firefox. So all of you who […]

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