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Dynamics CRM Success - 3 Frequently Overlooked Red Flags

9/20/2022

 
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No Longer Just a Sales System

CRM software (Customer Relationship Management) has evolved to support organizational business goals across the enterprise; sales, marketing, customer service, relationship building, field service and project management. For non-profits the utilization reaches beyond these areas to include membership management, fundraising, variance in quality, case worker scheduling and volunteer management.  

A well-implemented Dynamics CRM will focus users on achieving the business goals, both with processes and behaviors monitoring. While a poorly implemented deployment will waste time and money and cause needless frustration for your employees, partners and customers.

Why the focus on implementation and not the software?

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Achieving Expected Value

10/1/2021

 
Bob,

We deployed Dynamics CRM about four years ago, and frankly I don’t think we have moved the needle in the last few years to get enough value out of the tool.  What should we be doing different? 

- Jake

Dear Jake,

Deploying and using CRM is a moving through a maturity process. The first step is understanding that you need a phased plan – a roadmap. Your plan must have measurable milestones. With everyone in the organization having the ability to visualize the key KPIs en route, and make adjustments in the roadmap as needed.


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Dynamics 365 Lead Management: A CEO's Dilemma with Prospecting

10/20/2020

 
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Dear Bob,​
My account reps just don't prospect or even follow up on leads we provide! What can I do?
- Barb

Dear Barb - 
​
One of the challenges that we often see from a CEO is really trying to drive account managers to do prospecting and to reach out and follow up on leads.

​A CRM system provides vision into what is happening, or not happening with leads provided to the account manager as well as vision of the sales VP and CEO.  

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4 Tips to Help Your Sales Team Focus with Dynamics CRM

8/11/2020

 
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Dear Bob, 
My account managers have limited time and with so much distraction they often appear to not know what to focus on.  How do I help them? -- James, Sales Manager

Dear James, 
 
Sellers do have limited time, and in deciding how to focus many rely on guesswork or intuition. That leads to sub-par decisions and incomplete actions when interacting with customers or following a sales process. Here are 4 steps you can start taking today to help them improve their outcomes. 
 
1. Cut anything that is not sales related.
When organizations assign or let account managers perform customer service tasks or get involved with marketing, they are providing a manager with the number one excuse for not selling.  

CRM Computer

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Microsoft Dynamics CRM - Save Wasted Time Spent in Meetings

5/4/2020

 
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Bob,
 
I have a client who is a CFO and she is concerned that her sales team is rapidly becoming Zoom-Zombies on time-consuming internal web meetings. Isn’t there a way could help them see that they could be using our Dynamics 365CRM to help their team work better from home?
 
Jack

 
Dear Jack,
Meetings aren’t all bad – and can be a great way to stay socially connected. However, we know that in general internal meetings are:

  • Expensive (Employees aren’t selling or billing) AND
  • Inefficient (Good weather today? Can you hear me? Sorry, bad connection

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Marketing budget cuts: How CRM stretches your resources

8/9/2018

 
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As reported in DestinationCRM.com, the most recent “CMO” Spend study by Gartner showed marketing budgets falling from a high of 12.1% of company revenue in 2016 to 11.3% in 2017. While cuts have varied across industries, retail and manufacturing were the hardest hit. While retail is going through some major changes, the study suggests that “manufacturing is adapting to emerging yet complex B2B2C opportunities”.

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3 Steps to Accurate and Insightful Sales Forecasting Using Dynamics 365/CRM

3/2/2017

 
Dynamics 365
Accurate sales forecasting is essential to growing revenue and managing your business effectively. When you know the timing and amount of incoming revenue, you can plan and focus on the right business initiatives; budget and allocate resources appropriately; set organizational goals; and provide teams with priorities and guidelines for how they spend their time.

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  • Services
    • CRM Implementations
    • Dynamics CRM Rescue
    • Dynamics CRM Support
    • Dynamics Success Management
    • Formstack and Dynamics
    • Dynamics CRM Reporting
  • Solutions
    • Dynamics 365 CRM
    • CRM for Nonprofits
    • Marketing Automation
    • Project Operations
    • Power Platform
  • Resources
    • Dynamics CRM Blog
    • Videos
    • Guides & Ebooks
    • Dynamics CRM Quiz
  • Why InfoGrow
    • Our Approach
    • Our Pledge
    • Our Story
    • Careers
    • Our Clients
    • Alliances
  • Business Partners
  • Contact Us
  • Schedule FREE Review