CRM Software Blog

Six Strategic Objectives You Can Conquer With Mobile CRM

ERP Softwareblog — Mon, 13 May 2013 16:23:00 GMT

Mobile devices are in the hands and pockets of nearly everyone in every part of the globe. Some might even say that the desktop computer is dead or dying. While such extreme predictions might be premature, it is safe to say that most businesses will encounter employees and customers who expect mobile access to whatever private or public-facing systems they have.

Your company may be doing just fine, and you could choose to ignore the trend toward smartphones and tablets. But if you choose to ignore it, you will be missing a chance to increase sales, accelerate cash flow, increase productivity and more simply by adding mobility to various levels of your business' CRM implementation. A new white paper from the CRM Software Blog called "Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM" offers solutions that can help you achieve those goals.

So, what are the six strategic objectives? The mobile big six, as the white paper calls them, are:

Increase Sales Values
Shorten Sales Cycles
Accelerate Cash Flow
Collect Information at the Source
Increase Productivity
Improve Insight

The white paper goes beyond simply explaining theoretical strategies. It actually provides real-world examples of industry-leading companies that have worked with Microsoft Partners to mobilize their Microsoft Dynamics CRM systems. It also includes useful tips from Microsoft partners and advice for companies getting started with the mobile revolution.

As the mobile world continues to change the way we do business, those companies that are at the forefront actively embracing these new technologies will have a serious edge over their competition. You can download the new white paper at www.CRMSoftwareBlog.com/mobile-crm as a PDF or as an audio MP3 version so you can listen to it on your favorite mobile device.

More of a visual person? Check out the related infographic, Six Strategic Advantages of Mobile CRM at www.crmsoftwareblog.com/mobile-crm-infographic With current statistics from Aberdeen Group, Nucleus Research and ATT.com you will get the motivation you need to empower a mobile workforce.

By Anya Ciecierski, CRM Software Blog Editor, www.crmsoftwareblog.com

Considerations for Yammer + Microsoft Dynamics CRM Integration

CRM SoftwareBlog — Thu, 09 May 2013 00:27:00 GMT

Yammer integration with CRM allows users to collaborate on customer and opportunity records within the UI of both platforms. Yammer users are alerted to deal updates and changes to customer statuses regardless of their access to MSCRM. Users of Microsoft...(read more)

Dynamics CRM Multi Currency: How Does it Work?

CRM SoftwareBlog — Wed, 08 May 2013 21:22:50 GMT

Multi-Currency in Dynamics CRM Is your organization in need of a customer relationship management system that can support transactional data in multiple currencies? If the answer is “yes”, then Microsoft Dynamics CRM may be the one for...(read more)

The Value of an Internal Company Microsoft CRM TEAM

CRM SoftwareBlog — Wed, 08 May 2013 21:18:42 GMT

So, you spend a lot of time researching the best CRM solution for your company. You involve people from your organization that you feel will bring great value in making a decision based on the individual’s perspective or job role. Meetings are...(read more)

The (CRM) Truth is Out There Part 1

CRM SoftwareBlog — Wed, 08 May 2013 21:13:08 GMT

If a consultant tells you that your CRM should provide a “360 degree view of the truth” it’s like a coach instructing his players to “go out there and give it all you’ve got”; it’s true, but not particularly useful. When it comes to customer Truth in...(read more)

Webinar – Tips and Techniques to Better Utilize Advanced Find in Dynamics CRM

CRM SoftwareBlog — Wed, 08 May 2013 21:09:58 GMT

Are you looking for more details of how you can better utilize the Advanced Find function in Dynamics CRM ? Then invest one hour and attend our Advanced Find Best Practices and Tips/Techniques webinar on May 15 at 12:00 p.m. ET . You’ll learn the basics...(read more)

How Microsoft Dynamics CRM Will Use MarketingPilot, Netbreeze, and Yammer to Support the New Customer

CRM SoftwareBlog — Tue, 07 May 2013 20:11:51 GMT

Customer buying cycles are radically changing, and CRM software has to evolve to keep up. In an interview at Convergence 2013, Seth Patton, Senior Director of Marketing for Microsoft Dynamics CRM gave his thoughts on customer buying trends, the changing...(read more)

Managed Solution Replacement in Microsoft Dynamics CRM

CRM SoftwareBlog — Tue, 07 May 2013 00:22:44 GMT

Microsoft Dynamics CRM 2011 introduced the concept of solution management—packaging your customizations so they could easily be deployed to other environments. In CRM 2011, there are two types of solutions: Managed solutions, which prevent the solution...(read more)

Expand Your Marketing Team with Microsoft Dynamics CRM

CRM SoftwareBlog — Tue, 07 May 2013 00:18:12 GMT

Most businesses depend on successful marketing campaigns to drive sales and expand their reach to new customers. From planning to carrying through, a marketing campaign involves a great deal of information, and Microsoft Dynamics CRM ( http://mig.com...(read more)

CRM at Your Fingertips 24/7 with MOBILE CRM

CRM SoftwareBlog — Mon, 06 May 2013 23:54:55 GMT

“He who walks in the middle of the road gets hit from both sides.” – George P. Schultz Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you...(read more)

13 Ways to Encourage CRM Usage in the Office

CRM SoftwareBlog — Thu, 02 May 2013 19:18:18 GMT

Purchasing a new CRM system is a great accomplishment. When you find that perfect system and implement it in your business, you may breathe a sigh of relief. You have achieved a great feat, but the struggles are not over. Just because you have a wonderful...(read more)

Top 10 Benefits of Microsoft Dynamics CRM for Not for Profits

CRM SoftwareBlog — Thu, 02 May 2013 18:53:52 GMT

You work for a not-for-profit organization and there isn’t enough time in the day to get everything done. You juggle different spreadsheets to try and keep track of current and potential donors. You have reminders set up on your Outlook calendar so you...(read more)

Resco Mobile- CRM At Your Fingertips

CRM SoftwareBlog — Thu, 02 May 2013 18:48:30 GMT

One of the most common questions that we receive when meeting with customers is: “Am I able to access Dynamics CRM online from my cell phone or portable device such as a tablet or iPad? ” With today’s workplace becoming so dependent...(read more)

Meet Microsoft Dynamics CRM Anywhere, Anytime

CRM SoftwareBlog — Wed, 01 May 2013 01:20:05 GMT

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...(read more)

Get Advanced Business Analytics of CRM Data with Power View in Excel

CRM SoftwareBlog — Tue, 30 Apr 2013 00:46:29 GMT

With the addition of Power View to Microsoft Excel 2013, you can easily perform advanced business analytics of your real time CRM data. Just use the Export to Excel feature in Microsoft Dynamics CRM to export your CRM data, and you can create a table...(read more)

Lost But Not Forgotten – Dynamics CRM Knowledge Base Articles

CRM SoftwareBlog — Thu, 25 Apr 2013 13:46:45 GMT

Everyone has probably heard the expression that your employees are your most valuable asset. It’s easy to make that argument when you stop and try to quantify the value of the knowledge about your business and its products a few long term employees have...(read more)

Cloud CRM Price Comparison Guide

CRM SoftwareBlog — Thu, 25 Apr 2013 13:43:39 GMT

Here is a quick pricing guide that outlines the different costs of the more popular On Demand CRM packages we run into a somewhat regular basis. Product Basic Pricing Maximizer CRM Live $39/user/month, 5 user minimum Microsoft...(read more)

Valued Customers vs. Volume Customers

CRM SoftwareBlog — Wed, 24 Apr 2013 04:21:09 GMT

At first glance, it may seem that having hundreds of customers is a good thing, but when it comes down to the bottom line, more isn’t always better. Having customers is obviously critical, but you want good-customers, not bad-customers. Telling the...(read more)

Why CRM is a Great Platform to Build On

CRM SoftwareBlog — Mon, 22 Apr 2013 20:14:37 GMT

I’ve been using Dynamics CRM for over five years. I continue to be amazed at what CRM offers our team, here at Rockton Software , in collecting and sharing important information. CRM is one of those products I deem “Microsoft got right” since their...(read more)

Virtual Convergence Offers a FREE Opportunity to Take a Closer Look at Dynamics CRM

CRM SoftwareBlog — Mon, 22 Apr 2013 20:11:17 GMT

Earlier in the month, I wrote a blog post about the acquisition of Netbreeze and how the integration of its social analytic capabilities with Dynamics CRM will benefit users; read it here . The Netbreeze announcement was just one of the many exciting...(read more)

3 Tips to eliminating confusion with CRM 2011 Rollup Updates

CRM SoftwareBlog — Mon, 22 Apr 2013 17:13:55 GMT

With the recent flurry of CRM 2011 rollup updates (revisions) that have been released it has become harder and harder to determine what features are available in a certain CRM environment just by looking at it. In this blog I will show you how to find...(read more)

Identify Opportunities for Staff Performance Improvement with Microsoft Dynamics CRM

CRM SoftwareBlog — Sun, 21 Apr 2013 22:32:46 GMT

Time and time again, firms voice the desire to deploy CRM to attain a more unified and 360-degree view of their clients and prospects, to collaborate and deliver more consistent service levels, and ultimately improve financial and business performance...(read more)

Good Mobile CRM Programs Start with Strategy – Not Technology

CRM SoftwareBlog — Sat, 20 Apr 2013 02:34:59 GMT

Mobile CRM is one of the hottest topics in the CRM world today. The convergence of increased mobile computing power, cloud storage and BYOD policies have made mobility a “must-have” requirement of most CRM projects. The amount of mobile CRM solutions...(read more)

Faced with Higher Costs, Banks Turn to Microsoft Dynamics CRM

CRM SoftwareBlog — Thu, 18 Apr 2013 22:31:42 GMT

Along with a Starbucks, it is pretty much guaranteed that there are multiple bank branches on every corner in the metropolitan areas across the country. Depending on what part of the U.S. you’re in, the bank brands will differ, but it’s nearly impossible...(read more)

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

CRM SoftwareBlog — Thu, 18 Apr 2013 22:11:12 GMT

“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...(read more)