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Posts Tagged 'Sales Intelligence'

We are pleased to present below all posts tagged with 'Sales Intelligence'. If you still can't find what you are looking for, try using the search box.

Video: Biggest Upgrades Since CRM 2011

Many organizations have not yet upgraded to Microsoft Dynamics CRM 2016 U1. Or those who have may not be fully using it. That's too bad, because there are hundreds of new features. This 4 minute video provides an overview.

What’s New in Microsoft Social Engagement and Why It Matters to Marketing (2016 Update 1)

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Whether your company is B2B or B2C, social media is gaining an increasing amount of relevance in today’s marketing world.  And this is where Microsoft Social Engagement comes in. Read on to learn about the best new features and functionalities Microsoft just rolled out in the November update to Social Engagement and how they could benefit your company

Bug Alert! Hold Off Installing or Upgrading InsideView Social Insights for Dynamics CRM 2013


As a public service to the rest of our CRM 2013 cloud colleagues, we strongly recommend that you avoid installing or upgrading Social Insights (InsideView) in Dynamics CRM 2013 for a bit longer until the problem is fully resolved by the publishers.

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

Using predictive analytics and scoring for more than lead scoring. SharePoint. Dynamics CRM. Salesforce.

Used properly, scoring is a way not only to optimize your organization’s budget, but also to serve your customers, prospects and employees by trying to respond to them in the most relevant manner possible.  Think of scoring as a way to simulate an individual prioritization process across thousands – or even hundreds of millions – of people, all at once.

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

Lead Scoring for Salesforce, Dynamics CRM and Marketing Data Warehouse 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

Lead Scoring in Dynamics CRM and Salesforce.com

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.

Sales Intelligence Options for CRM Solutions

Sales Intelligence and Customer Relationship Management - Salesforce and Dynamics CRM

The Internet and tighter budgets have forever changed how prospects are making buying decisions.  Research in the book tells us that prospects are over 50% of the way through the buying process by the time they initiate contact with a vendor. 

Sales Intelligence solutions, integrated with CRM, are a part of the answer to this dilemma.  In this article, we will take a look at the top sales intelligence solutions on the market today.

20 CRM Adoption Options

Few businesses would argue the value of a good CRM solution anymore. But adoption remains a significant challenge. Our own research shows that 40 percent or more of organizations continue to struggle with getting their teams to adopt CRM. So here are 20 ideas to consider to help drive the adoption of CRM within your organization.

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.