5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to these 5 keys to a successful Microsoft Dynamics CRM Discovery Session. (more…)

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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 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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