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This article will explore some of the basics of getting started and understanding the Sales features with Dynamics CRM. 1. Understanding customers means understanding the difference between leads, opportunities, accounts, and contacts Leads are potential...
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Written by Marcia Nita Doron, Altico Advisors If you’re the owner, president, or CEO of your company and you ask your sales manager for some key sales metrics, you want the answer to be: Can do. If you’re the sales manager at your company and the owner...
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Midsize Business Case Study Sunglasses Manufacturer Boosts Sales 29 Percent, Aids Dealer Growth with CRM Software Story at a Glance Spy Optic, a manufacturer of sunglasses and goggles, scrambled to keep up with the rapid growth in the action-sports market...
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Are you someone who, in the last several years, gave Microsoft Dynamics CRM a chance, only to find yourself disappointed in what it could (or couldn’t) do? If so, you are certainly not alone. Accustomed to the whiz-bang sizzle that often accompanies new...
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Microsoft Dynamics CRM includes robust out-of-the-box capabilities for marketing , such as data cleansing/segmentation tools, campaign management, and marketing analytics. These features alone can increase the effectiveness of a company’s marketing programs...
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It can be hard to nail down the exact moment that an organization needs a CRM (Customer Relationship Management) system for SFA (Sales Force Automation). Unfortunately, that conclusion is often reached too late, i.e. only after the loss of a revenue opportunity...
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One of the most widely heard comments about CRM systems is that they are supposed to be user-friendly and intuitive, but it doesn’t take long to discover that any functionality that is also friendly to your particular company can still require a formidable...
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From Joel Hatin, Dynamics Specialist, Altico Advisors Businesses today are working hard to do more with less . Can a software system really help? Microsoft Dynamics CRM delivers functionality to ease those demands. In addition to being Flexible, with...
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