Read more about the article Microsoft Dynamics 365 for Sales Click-To-Dial
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Microsoft Dynamics 365 for Sales Click-To-Dial

I discovered a new feature in Dynamics 365 for Sales–native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog,…

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Read more about the article Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice
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Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their prospects and customers. (more…)

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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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Microsoft Dynamics CRM: Sales Leads vs. Opportunities

A Microsoft Dynamics CRM user from Iran hit me up on the xRM³ contact us page recently. Here is what they wrote.

“I am a sales manager in an IT based company. We use Microsoft Dynamics CRM 2015 and I have a question. Exactly when do we qualify a lead to an opportunity? I mean when they need a proposal, ask more questions about our product, when they desire to keep in contact, when someone asks for catalogue, when we feel they may become a customer? I want a standard way.”

This is sort of like asking, “What is the meaning of life?” Depends on who you ask – right? With Microsoft Dynamics CRM’s inherent flexibility, there is no reason to get hung up on a “standard” way to segment the arc of the sales process, nor should there be. One of my favorite Microsoft Dynamics CRM characteristics is the way it can be configured to adapt to your unique business processes, procedures, philosophies, etc. (more…)

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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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Microsoft Dynamics CRM 2015 Basics for Sales Professionals: Working with Activity Records, part 1

Are you a Sales professional using Microsoft Dynamics CRM 2015? If so, you should definitely be using Activity records to document and schedule your customer interactions, as well as collaborate and communicate with members of your internal staff.

As a heavy CRM user, I can attest to the fact that organizing my day and to-do list with the help of activity records is a must. I typically juggle scores of leads and dozens of opportunities. Trying to keep track of all the moving pieces necessary to manage these relationships would be impossible without taking advantage of Dynamics CRM Activity records. (more…)

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