Gartner conduct a research report and placed Microsoft among the CRM software leaders for customer service contact centers. Brad Wilson, General Manager of Microsoft Dynamics CRM stated, "Microsoft Dynamics CRM, through its familiar, intelligent and connected experiences, gives customer service professionals a complete view of their clients, along with insig
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A little over a decade ago, CRM could have been considered optional, a nice upgrade to one's sales process. However, it now seems that CRM is not only prevalent but a necessity. Brad Wilson, General Manager of Microsoft Dynamics CRM 2011 stated in an interview with Software Advice, "It is a critical tool for differentiating your business and building your customer service.
I wanted to take the time to analyze how Microsoft Dynamics CRM 2011 can optimize the performance of an Inside Sales professional. When I think inside sales, I think telemarketing, email marketing and appointment setting. Telemarketing is tough enough as it is; therefore, it's essential to have the best resources available for your telemarketers/inside sales people. CRM itself, really is the number one tool an inside sales professional relies on to achieve their goals. I took a step back to flesh out how
When it's comes to sales, nothing is more important than reaching defined goals and achieving results. I'd like to stress the importance of DEFINED goals. Every professional has a certain amount of productivity they must maintain. In order to do so, it's important to not only define your goals, but to also clearly understand them. As for me personally, this has become relevant as our last team meeting addressed how we must all begin to actually document our goals and put them in writing. At first, this seemed like a no-brainer. Write them down and stick to them; however, I underestima
Now that Microsoft Dynamics CRM 2011 has been released, let's take a moment to look at some new enhancements and features that are available. Luckily for me, as I am an end user, most of these features and applications apply to people that rely on this tool the most. As you may have read in the previous blog post, "Perspective From the Everyday User...", I stated that it can sometimes be difficult for end users to make changes to CRM without having to get in touch with an IT professional; however, it seems
As of mid-January, Microsoft has released its latest version of CRM to the cloud. It’s been a long time waiting, over four years to be exact, since Microsoft has released a version of Customer Relationship Management. Microsoft Dynamics CRM 2011 is currently available for cloud users and is expected to be on-premise February 28th.
Without a decent CRM system, some meetings with the sales manager go something like this...
Tim Fargo, and Bill Jentarra, I recently put together a white paper on Enterprise Enrollment Management (EEMS) for small group health insurance applications, which covers the issue set that enrollment plays in this space. Get it here: http://www.toplinestrategies.com/eem
The difference between a CRM failure and a CRM implementation that delivers a high return on investment -- often comes down to user acceptance. If users don't enthusiastically embrace CRM, then the initiative may not only fall short of the ROI objective, the entire CRM initiative will surely be at risk. Sales users only embrace a CRM initiative if the toolset delivers to their self-interest -- optimizing the productive interaction between the salesperson and the customer/prospect.
We've all seen it. The team heads out to an appointment and someone asks "who are we meeting with?" That is followed by "what are we there to talk about." The quality of the pre call planning is dependent on the length of the drive to the prospects offices! That is not good business even in great economic conditions. In this economy, when appointments and qualified opportunities might seem more scarce, it is a disaster.
In his well written sales blog, Dave Kahle offers some great advice about how to prepare and plan for a sales call.