Does Your CRM Data Resemble the Walking Dead?


You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, one more month, one more year without having to face it. I’m asking you right now. Does your CRM data resemble the walking dead? If it didn’t get you today, it’ll get you tomorrow. YOU CAN’T ESCAPE ZOMBIE DATA!!!

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Microsoft Dynamics CRM and Office 365 – The Seller’s Total Solution

Microsoft has done an amazing job integrating Dynamics CRM 2015 Online and Office 365 to create the total end-to-end productivity solution for sellers. Now with Office 365 and Dynamics CRM Online Update 1, there are a bunch of new synergies that take sales productivity to a whole new level.

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7 Ways to Avoid “My CRM From Hell”

Some of you who watch the Animal Planet channel may know about a show called My Cat from Hell. In each episode Jackson Galaxy, a musician by night and cat behavioral expert by day, works with cat owners who are at their wits end and are desperate for a change in their situation. As it turns out, the owners are often more responsible for how bad things have gotten than the cats.

To anyone who has gone through an implementation of CRM, does that sound somewhat familiar, at least in some areas of the project? We bring home a cat (or CRM) with certain expectations, not necessarily having thought it out correctly and figuring that things will just work out. When it starts to go south we scratch our heads wondering why? (more…)

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Should I Stay or Should I Go? (with apologies to The Clash)

Microsoft Dynamics CRM 2015 is out and everyone is raving about it. Sales and Service management, as well as mobile CRM have never been easier or more affordable. Native integration with Outlook, Excel, SharePoint – Wow! Everyone wants to jump on the bandwagon. That includes users on legacy versions of Dynamics CRM as well.

Should I stay or should I go? Those of you on a legacy version of Dynamics CRM should take a serious look at how Dynamics CRM 2015 can promote sales best practice, give your mobile sales force a truly touch-friendly interface, and let your users sync emails to CRM from any device or email client.
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Microsoft Dynamics CRM Basics for Sales Pros: 4 Tips for Sales Managers


In our series — Microsoft Dynamics CRM: Basics for Sales Professionals — we’ve covered CRM from the perspective of Sales Representatives responsible for closings sales. In this blog we’ll look at CRM basics for Sales Managers. Microsoft Dynamics CRM provides several ways to manage and help your Sales team get the results your organization needs. To keep things simple, let’s look at 4 CRM management basics that will help you direct your team more effectively:

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Microsoft Dynamics CRM 2015 Basics for Sales Pros: Working with Activity Records, part 2

This is part 3 in a a series of blogs designed to help Sales Professionals with fundamental concepts in Microsoft Dynamics CRM 2015. In my last blog we introduced CRM Activity records, what they are and how to use them to help organize and manage your sales-related activities. This blog extends that discussion to include how you’ll use Activity records to communicate with and collaborate with your fellow CRM users.

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Dynamics CRM Basics for Sales Professionals: 4 Sales Records You’ll Use the Most

If you’re like most Sales professionals, you don’t aspire to be a Dynamics CRM expert. You want to know enough to keep the Customer Relationship Management (CRM) system working for you, i.e., help you stay organized and close more sales. Understanding basic CRM concepts will help you get up to speed faster on your new CRM. That’s what I’ll be tackling over the next few months with my blogs. Let’s start with some background on 4 basic types of sales records: Account, Contact, Lead, and Opportunity.

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Making Connections and Closing Sales: Microsoft Dynamics CRM with Social Insights

It’s no secret that controlling the sales process has become more challenging. More often prospects rely on web resources and the opinion of peers in making purchasing decisions. Absent the opportunity to establish one’s unique value proposition, the differentiator becomes price. The logical extension of this scenario is a price battle among suppliers of similar or identical products, resulting in the erosion of both profit margin and the value of skilled sales professionals. (more…)

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