Dynamics CRM Roadmap – Spring 2015 and Beyond

Get ready ... CRM 2015 just came out, but the spring release is just a few months away.  Microsoft is including a lot of new features in this release that you'll want to take advantage of including: new (easier) navigation, OneNote integration and Power BI dashboards.

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part Two

A successful loyalty program not only allows companies to reward their customers but also enriches the business with valuable customer data and feedback. In this entry, we will review the three important program components: operations, platform selection, and vendor selection. 

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part Two

A successful loyalty program not only allows companies to reward their customers but also enriches the business with valuable customer data and feedback. In this entry, we will review the three important program components: operations, platform selection, and vendor selection. 

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part Two

A successful loyalty program not only allows companies to reward their customers but also enriches the business with valuable customer data and feedback. In this entry, we will review the three important program components: operations, platform selection, and vendor selection. 

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part One

 
Finding the right mix of requirements for a customer to participate in a loyalty program versus the reward payout to help grow that existing customer base and bring on new customers is the “secret sauce” of loyalty. In a pair of blogs, we will discuss some of the benefits of a loyalty program, and five important areas of consideration when planning a launch - program structure, operations, platform selection, and vendor selection. In part one of two we will look at benefits and program structure.

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part One

 
Finding the right mix of requirements for a customer to participate in a loyalty program versus the reward payout to help grow that existing customer base and bring on new customers is the “secret sauce” of loyalty. In a pair of blogs, we will discuss some of the benefits of a loyalty program, and five important areas of consideration when planning a launch - program structure, operations, platform selection, and vendor selection. In part one of two we will look at benefits and program structure.

Thinking About Launching a Loyalty Program? Consider These Five Components Before Making a Decision! Part One

 
Finding the right mix of requirements for a customer to participate in a loyalty program versus the reward payout to help grow that existing customer base and bring on new customers is the “secret sauce” of loyalty. In a pair of blogs, we will discuss some of the benefits of a loyalty program, and five important areas of consideration when planning a launch - program structure, operations, platform selection, and vendor selection. In part one of two we will look at benefits and program structure.

Lead Scoring – Other Ways to Use Scoring – Part 4 of 4

Lead Scoring – Collaborate with Sales for More Impact – Part 3 of 4

Scoring leads is a great way to make sure that your sales team is working the leads that show the highest propensity of becoming a customer.    This is an ideal area where your marketing, sales and analytical people can collaborate to create something that helps everyone to be more successful.

Lead Scoring – The Scoring Options – Part 2 of 4

Marketing: Why won’t the salespeople work our leads?

Sales: Why won’t the marketing people give us good leads?

Sound familiar?  Part of the answer to this age-old dilemma is lead scoring.  In this post, let’s dive into the different options for lead scoring.

Lead Scoring – Convert Hot Leads to Customers – Part 1 of 4

You may already know that about 80% of the leads that your organization invests thousands of dollars to generate are never worked by your sales team.  But do you know why?  It’s because 98% of the leads you generate … stink.

And your sales team has no way of knowing which 2% of the leads are worth following up.  So it’s easier for them to work on the deals that are already in the pipeline and work with their networking contacts to generate referrals that are almost always more qualified than those danged marketing leads.

So how do you help your sales team find the gold nuggets buried in that mountain of leads?