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That old management adage rings especially true when it comes to managing sales pipeline. We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity. First...
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Written by Dan Smith, Altico Advisors You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities. The CRM accelerators...
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Lately, I have been seeing more and more of SugarCRM in the marketplace. It makes sense. After all, when money is tight, many organizations look for the lowest upfront cost instead of the product with the greatest long-term ROI. It’s true that SugarCRM...
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CRM has always been the domain of big business. Until now… Managing customer relationships is key to current and future success. Unfortunately, as a business grows or as more salespeople are hired, customer relationships can suffer. After all, while you...
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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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Here’s a quick question about CRM software . There’s a choice of answers to make it a bit easier. Question: If the letters ‘RM’ in ‘CRM’ stand for ‘Relationship Management’, what does the letter ‘C’ stand for? Please choose your answer from the following...
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By Earl Hunt, The Resource Group When implementing Microsoft Dynamics CRM in your organization, the real key to a successful implementation is the commitment to use the system from your Salespeople. As it turns out, this is often the most difficult group...
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Through the years I’ve come to appreciate the tremendous impact CRM technology can have on sales operations, but most importantly on the organization as a whole. No matter what your business or industry – you are selling the value your organization...
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As a contract research organization, Algos needed a better way to access and optimize projects and customer information, manage project lifecycles, and gain greater operational visibility to make important business decisions. PowerObjects implemented...
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Do Sales and Marketing work as a team in your organization? Does Sales blame Marketing for not reaching their goals? Do you constantly hear Marketing isn’t bringing in enough qualified leads? As Marketing Manager at InterDyn Artis I have heard it all...
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It is not unusual for Microsoft CRM Marketing & Sales users to become disappointed with the external lists that they receive to conduct Marketing and Sales campaigns. Poor and/or incomplete data oftentimes leads to poor user adoption. Missing contact...
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The sales team is incorrigible! What’s the use of implementing CRM for sales force automation if the sales team will never use it? Sound familiar? Sales people are different – there’s no doubt about that – but they are compelled by the same...
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CRM has always been the domain of big business. Until now… Managing customer relationships is key to current and future success. Unfortunately, as a business grows or as more salespeople are hired, customer relationships can suffer. After all, while you...
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Less than 24 hours before a big sales meeting my boss told me he wanted me to report on our marketing statistics for the year to date. Yikes – what is an overworked, overstressed, marketing manager like me to do! Two years ago I would have been...
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With all the talk about xRM and the almost unlimited things that today’s CRM systems can do, sometimes we can lose sight of how CRM software can help us with the basics – basic sales and marketing! One of my favorite Microsoft speakers, Doug Adams, suggested...
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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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What? Since we’re entering the time of year when the white stuff starts to pile up, it seems appropriate to look at some of the cold realities of CRM. No two are alike (storms and flakes). At the macro level (storm) each company uses CRM for unique purposes...
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When you lay off or fire an employee, how do you handle the process? How do you follow up with their customers? Who will handle their service calls? Will every customer’s needs be met or some neglected? How do you avoid losing data if the employee maintains...
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The holidays are right around the corner, and that means it’s time to send out the annual holiday card to thank your clients for their business. Unfortunately, you can’t seem to find that Excel spreadsheet with all of your clients’ contact information...
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I find that many people I converse with about Microsoft Dynamics CRM are not using Microsoft’s free Accelerators, or in some cases, never even knew they existed. I wanted to take a few moments to shed some light on the subject and discuss a few...
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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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