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From the category archives: Customer and Employee Engagement Blog

Microsoft Dynamics 365 CRM, Customer Engagement, Sales, Customer Care and Marketing

3 Ways to Boost Results Using Dynamics Marketing & Social Engagement Together

if your organization is already using Microsoft Dynamics CRM, look no further for useful marketing tools than within Microsoft’s offerings. Microsoft Dynamics Marketing and Social Engagement, together, have the power to ramp up both your marketing efforts and social media presence to truly allow you to do more, faster.  Take a look at this preview to learn more!


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4 Rules for Customer Experience Process Success

Businesses often make the mistake of assuming that customer processes built in CRM or marketing automation solutions are like other business processes. When they do, the results can be a disaster. Learn the 4 rules for creating processes that combine a rigid core with flexible edges.

Customer experience processes


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1 Totally Unexpected Tip to Improve Sales Team Performance

“Ever since I started having my team re-key data before sales meetings, sales performance has improved” … said no Sales Manager ever.

Read on for the cardinal sin of the sales process when using a CRM solution and ideas you can implement TODAY to make a lasting impact on the way your team manages their pipeline and closes sales.

CRM Sales Performance Improvement

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What’s New in Microsoft Social Engagement (Update 1.4)

social media marketersIf there’s one thing Microsoft has been doing consistently, it’s rolling out updates to fast-improving Social Engagement. The latest iteration has managed to address several ongoing complaints about the platform's previous limitations, including: Custom Tags, Source Options, and Private Message options. Read on for the run down!

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Marketing in Dynamics CRM – What works out of the box?

So, you’ve invested in Microsoft Dynamics CRM and you’re itching to pull the trigger on a marketing add-in. Great! But that’s not what we're going to discuss in this blog. Rather, let's take things back to basics and talk about what your marketing team can do from day one, using CRM without any add-ins or even custom configurations.

 

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Hootsuite & Microsoft Social Engagement – Side by Side Comparison

With so many great social media monitoring tools out there these days, how are you supposed to know which one to pick to monitor your social media marketing efforts?  Social media is without a doubt gaining ground as a powerful marketing platform with 64% of Twitter users and 51% of Facebook users being more likely to buy products of the brands they follow on each of these social media platforms (Aabaco).  Today we’re going to take a look at Microsoft Social Engagement vs. Hootsuite to compare their prominent features and the pros and cons of each.

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7 Tips for Troubleshooting the Dynamics CRM Outlook Client

The purpose of this blog is to describe the options available for troubleshooting the Dynamics CRM Outlook Client when errors have occurred.  This blog does not purport to be exhaustive, but can be used as a guide to assist the analyst in discovering the causation of error messages or application functionality that is not within the normal, expected results of Microsoft Dynamics CRM Outlook Client’s prescribed use.

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The 5 Important Basics of Microsoft Dynamics Marketing

Today, we are going to take a look at Microsoft Dynamics Marketing and the tools it offers to the busy marketer of today.  We’re going to hone in on what we perceive as the 5 most important basics to MDM, and what you need to know to make an informed decision on if this tool would add value to your organization.

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How to Connect with Customers and Prospects Using Microsoft Social Engagement

Ready for an overview of how to Connect with customer, clients, and prospects using Microsoft Social Engagement? This entry details Direct Publishing, Assignments, and how the tool links with CRM. 

So let's jump right in!

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How to Know Your Results with Microsoft Social Engagement

In this entry, we are going to finish the last piece of our LUCK Principle and discuss how to Know your results using Social Engagement. This last piece of the puzzle is vital for marketers because knowing your results is crucial to understanding if your efforts are yielding benefits. Read on for the analytics end of this powerful tool!

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Getting the Most Value From Your Data - Integration

Data Integration is a must have in today’s business environment.  Competition has never been higher and it is imperative to gain new customers as well as hold on to existing customers.  Costs continue to rise, shrinking margins of profit, making management of COGS more important than ever.  Data integration between your silos of systems, whether they are best of breed business systems or home grown data collection systems, is an ever increasing requirement in order to squeeze every dollar out of your margins.  But what is data integration?

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Sales Rep CRM Quick Tip: Weekly Planning

Using CRM for tracking your pipeline, accounts and contacts?  Great! But if you’re not using it as a tool to plan your day, week, month – or more – then you’re missing out.  You’re leaving valuable referral sources in the cold.  You’re letting opportunities slip through the cracks.  And you’re letting your competitors snap up your best customers.
These 4 proven quick tips will help you to make your CRM solution into a strategic planning tool.

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How to Understand Using Microsoft Social Engagement

Social Media marketingMicrosoft Social Engagement is at the forefront of social media monitoring tools to help marketers of today work smarter, not harder. Today, we are talking about what it means to Understand customers, clients, prospects, and competitors using Social Engagement and why social-media-conscious marketers should give this tool a second look!

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7 Must Have Technologies for Every Digital Marketer

Most CMOs feel like they’re running their own IT department.  When you look at the amount of technology that it takes to run an effective marketing department, it’s overwhelming. Read on for an overview of every marketing-related acronym we could think to compile - MAPs, CRM, CMS, SMM, SPICE, and then some!

Digital marketing technology solutions list MAP marketing automation CRM customer relationship management content management social marketing enterprise social business intelligence integration

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3 Huge New Customer Service Features in Microsoft Dynamics CRM 2016

Factoid: The average US worker spends 19% of their time searching for the knowledge that they need to get their jobs done (Harvard Business Review, “Social Media’s Productivity Payoff,” August 2012).  In a 1,000 person organization with an average salary of $50,000, that’s $10 million spent on searching for stuff! So how can we put this information easily into the hands of customer service? In the most recent release of Dynamics CRM, Microsoft has put a ton of attention into the features used by call centers and customer care teams. 

 

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Content Marketing Using Microsoft Dynamics CRM

Screenshot of Microsoft CRM Marketing Content Management

Content Marketing is so much more than just writing blogs. Marketing leaders must consider customer journey, personas, social, curated content, premium content, SEO, and editorial calendars (to name a few). Did you know that Microsoft Dynamics CRM has a built-in tool for content creation and management? Read on for information, suggestions, and capabilities.

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Customer Care and Dynamics CRM: Updates in CRM 4.0, 2011, 2013, 2015 and 2016


clip_image001One of the top drivers of CRM success is integrating it across Sales, Marketing and Customer Care teams. Prior to CRM 2013, few companies chose Microsoft CRM as their customer care solution. Since Microsoft Dynamics CRM 4.0, however, Microsoft has steadily added new functionality to boost the customer service portions of the application. And now, with the rollout of CRM 2016, it is time for organizations to reconsider using the same platform for Customer Care that they also use for Sales and Marketing.

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“You Do Not Have Permission to Access These Records” - CRM for Outlook Fix

CPR for CRM

Many marketers rely on CRM for Outlook to track their interaction with leads and prospects in CRM. If you've been getting this permission error, read on for the simple security permission fix so you can get back to tracking leads and keeping tabs on prospects!

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How to Listen Using Microsoft Social Engagement

Microsoft Social Center

Have you given Microsoft Social Engagement a chance yet? This quickly-improving tool has some efficient, easy-to-use tools that could save you time and energy in monitoring your social media presence. In this post, we’ll take a look at how the concept of Listening can be applied to Microsoft Social Engagement.

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Quick Tip: CRM Theme Color Codes

Want to change the colors in Microsoft Dynamics CRM, but frustrated trying to find just the right color?

Read on for a quick tip on how to update the colors of Your Dynamics CRM layout!

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6 Fixes for Lead Qualification in Microsoft Dynamics CRM

Qualify Lead Microsoft CRM 2016 A lot of sales teams are frustrated with how lead conversion works in Microsoft Dynamics CRM.  Starting with CRM 2013, whenever a user clicks the “Qualify” button, an Opportunity is always created.  We were hoping to see a fix in CRM 2016 but, sadly, the process still works the same.

How can an organization reconfigure Microsoft Dynamics CRM to allow sales to qualify a lead without creating an opportunity?  This article offers 6 options.

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What’s Missing in Microsoft Social Engagement?

 

Microsoft Social Engagement

Despite the many great features and functionalities of Social Engagement, there are still several areas where this up-and-coming tool falls short.  So, instead of talking about the great things Social Engagement has to offer, like we typically discuss, today we are going to spend time on the less popular topic of what Microsoft Social Engagement doesn’t have. 

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What's New in CRM 2016?

There are some exciting changes available for new CRM users in Microsoft Dynamics CRM 2016 - and these will be rolling out to existing customers in the coming months. Here are a few web pages, blogs, webinars and other resources to give you some insight into what you can expect.

CRM 2016 Interactive Service Hub

 

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What’s New in Microsoft Social Engagement and Why It Matters to Marketing (2016 Update 1.1)

Social Media Marketing strategy
Right before Christmas, Microsoft rolled out yet another update to Social Engagement to further justify its usefulness for B2B and B2C marketers alike. Read on for the 4 new features that this update has given and how it can help your social media marketing strategy!


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The Problem with CRM Projects? Leaders Must Lead!

Dynamics CRM Failure In a recent presentation from a Global Sales Manager of a manufacturing company, he stated that, "I learned that CRM is really about people, and CRM is really about leadership." In this article, we summarize the lessons learned by this leader, and how other Sales Managers can learn from his experience. How do your organization's leaders stand with a CRM solution? 

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Blog Topics

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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.