The goal of a sales department is straightforward: make revenue for the company with new and current clients. Salespeople must be fast and efficient with finding leads, qualifying them, then closing the sale…something much easier said than done. One of the most valuable assets for business leaders and sales departments is time and, unless the laws of physics have changed, everyone gets the same 24 hours per day. Bottlenecks and hurdles occur more often than expected, eating into your day.
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Do you ever wish you could have an additional 30 percent of time during your workday? Do you ever feel you aren’t productive enough with the time you have? According to SiriusDecisions, sales professionals spend, on average, 30 percent of their day researching contact information to enter into a Customer Relationship Management (CRM) tool to resolve incomplete data issues.
With cloud solutions becoming more commonplace in companies, departments are enthusiastically integrating these technologies into their processes to provide more streamlined internal operations as well as a better customer experience.
Change can be difficult, especially for a seasoned veteran. Whether it’s a sales territory, product line, company structure or even a technology change, your company’s long-time salespeople will not be enthusiastic about adjusting to the use of a Customer Relationship Management (CRM) tool. These seasoned veterans have created a system based on the processes they know and changing that system typically is not a task they enjoy doing.
As we approach the release of Microsoft Dynamics Customer Relationship Management (CRM) 2016, we are learning more about its new and updated features. Heightened customer service capabilities in CRM is a big theme with this release. Two new updates include Microsoft’s Azure Machine Learning and greater customer service dashboards with Microsoft Social Engagement insight.
It’s no longer enough to offer a great product at a competitive price. Global sourcing and sales mean customers have many choices when it comes to buying goods. While a superior product might pique a customer’s interest, it’s their experience working with your brand that will make the difference between a sale and a dissatisfied buyer. A good experience keeps customers coming back.
The implementation of a Customer Relationship Management (CRM) tool is only as successful as its implementation and adoption. Members of your staff could be resistant to, or hesitant to embrace, the new technology solution. In order to create a strong showing, it is important to get your entire team onboard. Once your team sees the benefits of CRM, they will be more likely to embrace and use it.
You invested in a Customer Relationship Management (CRM) system and have been diligent in getting the system implemented and adopted across the entire company. However, if your team is not consistently keeping the Lead, Account, Contact, Opportunity and Service Ticket data clean, you are likely missing out on the benefits of having a CRM system to begin with. How?
One problem that users have been facing since CRM 2011 is the discrepancy between what they see in the Activity Associated View for a record and an Activities subgrid included on the form. Someone may log a Phone Call with an Account or Contact as a recipient, but reference a Case in the Regarding field. In this instance, they’ll be able to find it in the Activity Associated View: