CRM Software Blog

Imagine this: You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet. You need to create consistent, high-quality experiences to keep prospects and customers coming back for more . What do you do? CRM promises success You’re in luck! CRM was built for exactly this need , and many CRM vendors make it really easy to sign up. So just give them your credit card and let the good times roll, right? Not so…

Congratulations! You’ve successfully joined the ranks of marketers who have an integrated CRM and marketing automation platform. Things are going to be awesome—just as soon as you figure out what you’re supposed to do now… If you’re in that boat, you’re not alone. In fact, the number one challenge for B2B marketing automation users is understanding the data integration between their systems— more than half consider this to be a major challenge , and creating a successful strategy for marketing automation isn’t that far behind. As marketers, we’re up against the challenges of data entry…

It doesn’t depend on who you ask: the best CPQ integration for Dynamics CRM has the specific feature sets listed here. If you’re a Dynamics reseller looking at adding CPQ to your offering, make sure it includes everything listed below — otherwise, you should tell that CPQ partner, “C U later.” Templates that reinforce a brand: in every single quote they send, your customers want their customers to know who they are and what they stand for — and in the exact same language, no matter which rep is sending it. Sales proposal templates embedded in the CPQ system (and, therefore, in your Dynamics…

There are several new features available in D365 v9, one of these features is MultiSelect Option Set fields. How often would an option set be useful where you could select multiple items from the list? In v9, MultiSelect Option Sets are available as a field type. This means you will have one field with a list of options and you can select more than one option from the list! How many of you have an area on your contact form with multiple checkboxes, that grow by the month, for subscriptions or interests? All of these checkboxes can be consolidated into ONE field. Imagine if your company…

Growing companies realize that a comprehensive CRM (Customer Relationship Management) system is invaluable for keeping track and making sense of their data. If you hope to increase your client base and perhaps open new offices or expand into new markets nearby or around the world, you need a powerful, integrated solution like Microsoft Dynamics 365. No doubt, you’ve done your homework and read numerous articles or talked with consultants about the many features of Dynamics 365 and what it can do for your business. But one piece of information you’d like to have before you commit to buying is…

The benefits of using Dynamics CRM have not not changed much over time: It plays well with others (integrates with other Office apps, social media, and most any business tech) It’s easy to customize for every user, and enables a personal touch with every customer It’s a great way to store and access data from anywhere (assuming you have Dynamics in the cloud ) And one of the reasons CRM is an ideal fit to be used with configure, price, quote software (CPQ) is that CPQ systems essentially mirror these exact same benefits.   Most anytime you integrate business systems it’s about features…

After months of planning and preparation, the go-live date is finally here. However, the implementation process of a CRM doesn’t end at the go-live date. As an organization begins to sustain the system, and continues to drive adoption, it’s important to know if users are satisfied with the CRM. Is your team really committed to the new CRM? Check out these 7 tips to lead your team to success after go-live: 1.  Review List of Revisions and Improvements Reviewing the list of revisions and improvements that appeared from the pilot or early adopters is a kick off point for developing and releasing…

Part 1 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More Sales targeting. Trade resolution. Getting the data you need to make the right decisions. With very few exceptions, the challenges faced by asset management firms—on both the institutional and wholesale sides—are generally consistent. But the technology designed to support your efforts still hasn’t gotten it quite right. Whether you use a “horizontal” CRM solution like Salesforce or a point solution like SalesPage, you aren’t operating at peak efficiency.  Traditional systems and the…

10 Free Videos!  Are you looking to implement CRM but just don't know where to start?  Do you want to grow your business using CRM strategies but just are not sure how to drive the deliverables and outcomes?  Implementing CRM correctly will drive business success and efficiencies.  But to do this successfully you will need to understand the steps to success and the drivers for your business. Implementing CRM software isn't always straightforward.  You need good planning, strategy and structure to ensure that it will be delivered to your agreed scope, time, cost and quality. The first step…

Microsoft Dynamics 365 Business Central Microsoft Dynamics 365 Business Central Overview. I attended a 2 day deep dive on Business Central at Microsoft in Manhattan and wanted to share an overview of this new offering. Microsoft Business Central is a full, cloud-based ERP & accounting application. It is the cloud version of Microsoft Navision which has been available for many years. The market for Business Central is companies that need much more than QuickBooks but are not an enterprise organization (or those who don’t need Enterprise ERP functionality). The solution is great for organizations…