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How a Mobile CRM Makes You More Successful

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Customer relationship management (CRM) solutions have been used by companies to sell, service and market to their customers for some time. The best of these systems let sales teams store, view, understand, and share customer information from anywhere, anytime in a secure, collaborative way.

How a CRM Helps Your Business Grow

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It sounds so simple. But once a customer relationship is established, the challenge is to maintain it. And that’s easier said than done, especially considering that as a business grows, its operations become more complex.

Smart business owners understand that growth means it’s time to choose a technology solution that is affordable, boosts productivity, and helps them keep up with customers. One option is a customer relationship management system (CRM).

Microsoft Dynamics CRM for Outlook Basics

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Microsoft Dynamics CRM

This guide contains the essentials you need to use Microsoft Dynamics CRM for Outlook, the Microsoft Outlook add-in that works together with Microsoft Dynamics CRM. In this guide, we’ll show you how to navigate CRM for Outlook, enter and edit data and move your customers successfully through the sales cycle.

  • Find your data and work with lists
  • Visualize your data with dashboards
  • Email, appointments, taks and other activities
  • Nurture leads through the sales process
  • Take your work and go offline