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  • Blog Post: Four Ways to Accelerate Cash Flow with Mobile CRM

    Mobile CRM helps to shorten the sales cycle, gives staff members the tools they need to research ordering history,  generate contracts, and prevent work orders from getting lost or misinterpreted. Automatic scheduling speeds service and sales calls and allows technicians to spend more time solving problems...
  • Blog Post: 13 Reasons Why You May Not Need CRM

    Most everyone in marketing, sales, and customer service is aware of CRM (Customer Relationship Management). Many CEO's managers, and salespeople are reaping CRM's benefits -- increased profits, lower costs, and loyal, satisfied customers. Others, however, are undecided or they think (hope) that...
  • Blog Post: 7 Easy Ways to Enter Data in CRM 2013

    There has been a lot said already about the reimagined user interface in Microsoft Dynamics CRM 2013 ( http://www.socius1.com/crm-2013-is-coming-with-a-brand-new-look/ ) and how it is cleaner and more intuitive to make your people more productive.   One of the most evident ways that it makes users more...
  • Blog Post: Updating Your Sales Operations, Upgrading Your Business, With Dynamics CRM

    Are you running your sales operation with yesterday's technology or no technology? You might be if your customer-and-prospect database is nothing more than a hodgepodge of business cards, scattered notes (some on napkins), an overloaded Outlook Inbox, and an untrusted mismanaged data-base management...
  • Blog Post: 10 Questions to Ask a CRM Provider

    A successful CRM system starts with understanding the processes that you want it to improve. For this analysis, it is important that someone at your company looks at your business operations as a whole. If such a person does not exist, then pay an outside expert or, better yet, find a CRM vendor who...
  • Blog Post: Get the Most Out of Your Sales Pipeline

    Sales managers often neglect their sales pipeline by not effectively managing it or using it to its full potential. The end result of this is that revenues decline. An article, " How Small Changes in Pipeline Management Make Big Changes in Top Line Revenues ", By Chuck Schaeffer, provides...
  • Blog Post: CRM & ERP – Like Peas in a Pod

    An enterprise resource planning (ERP) solution and a customer relationship management (CRM) solution each work very effectively alone.  However, put them together and you can achieve greater insight into your business that you can use to improve customer service while controlling costs.  Here are three...
  • Blog Post: When You’re Ready for CRM, Get a Solution That Fits

    Your customer relationships are a vital part of your business success.  Keeping track of customer details is an important part of providing long-term (and loyal) customers with what they want, when they want it.  A customer relationship management (CRM) solution can help you keep important customer details...
  • Blog Post: Choose the CRM Online License That’s Right for You

    Microsoft recently announced that their next release of Dynamics CRM will be available in the fall of 2013.  According to Microsoft Dynamics CRM corporate vice president, Bob Stutz, this new release will enable people to connect with customers “in a new way that is personal.” Learn more about how Microsoft...
  • Blog Post: Meet Microsoft Dynamics CRM Anywhere, Anytime

    Microsoft Dynamics CRM ( http://www.socius1.com/solutions/crm/microsoft-dynamics-crm/ ) is all about keeping you in touch with your data where you need it, when you need it.  That’s why it is available anytime, anywhere in a number of ways. Although, Dynamics CRM can be deployed through Microsoft Outlook...
  • Blog Post: Webinar – Tips to Boost Your Sales and Customer Services Effectiveness with CRM

    If your company is like most, you strive to optimize the quality of your existing customer relationships while driving new business. However, like many organizations you may lack the capabilities and tools to do this productivily and efficiently. Wouldn’t it be great if you could increase your time with...
  • Blog Post: See How Companies are Improving Sales and Getting More for Their Money with Dynamics CRM

    Are you looking for a new way to improve sales and revenue while reducing your costs? Then read on….Forrester Research, an independent technology and market research company, conducted an in-depth review and study of companies that have installed Microsoft Dynamics CRM 2011. The results were amazing...
  • Blog Post: Microsoft Enables Effective Customer Engagement

    In the opening keynote address of the annual Convergence event, the focus was on uniting with customers – both Microsoft’s commitment to be “in this together” with their customers and the tools they were introducing to help Microsoft Dynamics users connect with their own customers. In a press release...
  • Blog Post: How to Tell if Your Business is Ready for Cloud CRM

    A cloud CRM solution brings with it many benefits, like security, reliability, and affordability.  However, sometimes it can be hard to tell if the time is right to move to a cloud-based solution, like Microsoft Dynamics CRM Online . I’ve found that often the best times to look at a new solution or...
  • Blog Post: Understanding How Data is Structured in Dynamics CRM

    Before you can quickly and effectively begin leveraging Microsoft Dynamics CRM’s reporting capabilities, it’s important to understand how data is structured in the system.  If you don’t know where your data is, you can’t report against it. In this video, a Socius Microsoft Dynamics CRM solutions consultant...
  • Blog Post: Webinar – Accelerate Your Sales and Marketing in 2013 with CRM

    Wouldn’t be great if you could close more sales in less time, shorten your sales cycle, and smoothly manage the sales and marketing processes this year? Well you can! Now more than ever companies are reaping the benefits of investing in and deploying CRM solutions to help improve sales and marketing...
  • Blog Post: How to Build a Business Case for CRM

    You’ve figured out that some of the issues your organization is facing could be solved by a CRM solution and you know that CRM delivers a high ROI .  You may even have a CRM solution picked out already.  Now you need to help your business leaders to see your vision for what the software can do for your...
  • Blog Post: Is a New CRM Deployment a Good Investment?

    Whether you have been using a CRM solution for years and are looking for something with expanded functionality or you are considering CRM for the first time, you have to determine if the project cost is going to get you a sufficient return.  According to a recent study by Nucleus Research , a new CRM...
  • Blog Post: CRM and SharePoint Working Together to Manage Your Information

    Using the built-in integration of Microsoft Dynamics® CRM and SharePoint Server document management can be a cinch.  With a little planning you can better manage documents associated with your customer relationship management (CRM) records. Microsoft Dynamics CRM is a powerful way to streamline marketing...
  • Blog Post: 4 Reasons to Trust Microsoft Dynamics CRM Online

    With any customer relationship management solution, the security of your business critical customer and sales data is paramount.  Gene Phifer, vice president and distinguished analyst for Gartner, put it this way: “Enterprises should ensure that potential cloud service providers are trustworthy in areas...
  • Blog Post: Save Time on Marketing Campaigns with Microsoft Dynamics® CRM

    The only way to save time when completing a mass marketing campaign is to have someone else do it for you. When you can’t push the task off on someone else, then let Microsoft Dynamics® CRM make it a little easier. Spend less time on marketing efforts and get better results. Microsoft Dynamics CRM...
  • Blog Post: Capture and Organize Customer Data the RIGHT Way with CRM

    Every experienced sales person has their own special way to find new customers, organize customer data, and maintain long-term customer relationships.  The most creative files and spreadsheets are sure to contain a wealth of information about prized customers.  Provide your sales team with a more powerful...
  • Blog Post: What is the Sales Person’s Most Valuable Tool?

    Laptops, tablets, and Smartphones – oh my!  Technology and software have evolved so much that we can now access important business data on nearly any mobile device.  This ability has unchained people from their desks and it’s of particular benefit to the sales team, who spend more time meeting with customers...
  • Blog Post: Strengthen the Relationship between Sales and Marketing with CRM Software

    Do you ever get the sense that your sales and marketing teams fight like cats and dogs? Sales is blaming marketing because they don’t have enough in the pipeline, while marketing gets frustrated because sales follow through is lacking.  Break the cycle by getting your whole team on the same page.  It...
  • Blog Post: Turn your One-Sided CRM Solution into Customer Focused

    A common critique of customer relationship management (CRM) programs is that the software can lead a company to become very one-sided.  The software can collect data and provide insight; however the results are often slanted toward the best interest of the business, and not the customer.  This may actually...