We are pleased to present below all posts tagged with 'sales'. If you still can't find what you are looking for, try using the search box.
Join us for 4 CRM Leadership, Planning and Adoption Workshops over the course of 2 days.
Targeted to organizations struggling with customer relationship management or launching new CRM projects. Oct. 14-15, 2019 in Orlando FL. Use our discount code for 10% savings.
Microsoft recently released Playbooks for Dynamics 365 for Sales. But the functionality isn't likely to live up to user or administrator expectations. In this article we take a look at this functionality, how it works, and the shortcomings you need to know about.
Want to boost company profits by 30%? Then maybe it is time to consider a sales process (re)design project ... or maybe not! This article outlines the 5 benefits and 5 risks of sales process.
“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.
One 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.
The Digital Transformation is coming - is your organization ready? According to recent studies, there are 5 key areas to prioritize for a successful digital workplace. But - spoiler alert - digital is not all about technology. Read on to learn about how better understanding people - and failure - will truly lead to digital success.
After reading The Challenger Sale some of my concepts about sales were … challenged.
But after reading, discussing, researching and trying, I am now a believer. In the process, we developed a template that we use to develop our own Challenger Sale presentations. While we can no longer share the template with you, this blog contains a bit of information on creating your own template.
If you're like me, walking into the wide world of CRM can make the word "intimidating " look like an understatement. Whether you just need to know enough about CRM to get by, or you are about to dive in to discovering all that CRM has to offer, take a look at the resources and articles below to start navigating the waters of Dynamics CRM.
There is a big issue in business these days – blaming technology for people problems.Though it’s true that technology can be fickle and frustrating and even I have often restrained myself from sending my laptop sailing out the window, well…it’s a computer. Can we all just agree, collectively, to assert our human brain’s superiority and stop blaming technology? Here are a few ways to start bringing people back into the mix.
Did you know it takes an average of 7 contacts to convert an unqualified prospect into a sales qualified lead? And did you know that 60%-95% of sales leads are never worked at all? That’s a huge amount of untapped potential!
In this article, we will look at the "3 C's" of lead management using customer relationship management.
If you’re not using CRM 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.
This article takes a look at how to use CRM as a planning tool.
Companies continue to spend countless hours focusing on how to better articulate their value proposition, in order to increase both the volume and velocity of sales. There is potential for greater impact by focusing some of that time on an often neglected piece of the sales puzzle. Have you considered how hard you are to work with?
Does your organization have a CRM system, but you struggle with making it a useful tool for getting your job done? You're not alone! Sales Rep CRM Quick Tips from C5 Insight are an ongoing set of 5 minute tips that a Sales Rep can use to transform any CRM solution into the most valuable tool in their personal sales toolbox.
In spite of what you may have heard from CRM software vendors, a customer relationship management system is not a "shot in the arm" or "30 days to productivity". In all but a few teams (those that are highly process-driven) a CRM project takes time to fully adopt.
Everywhere you look on the internet these days, you see Best of 2014 lists. And rightfully so – as we prepare to embark on 2015, it’s natural to gaze back across our most recent journey around the sun. In the spirit of helping you navigate through the more than 80 blogs we published in 2014, we’ve compiled a quick round-up of some of our most helpful and popular entries.
In order for a channel strategy to be successful, the investment does not end with implementation. It takes a lot of hard work and a little LUCK along the way.
Mentoring is one of those things that seems to make tons of sense to people but rarely if ever gets done. The days of new employees being given a formal mentor and six weeks to six months of “ramp up time” appear to be long gone for most companies, regardless of their size or industry.
Marketing is a conversation, a relationship, not a one-sided battle to see who can yell the loudest. I’d rather have 100 readers devour every morsel of content over 1,000,000 recipients who ignore - or worse - delete it. This blog entry discusses five basic marketing etiquette tips.
Today’s Marketing Executive should serve as a bridge builder, thriving in the intersection of technology and adoption. In this blog, we’ll look at five best practices to help Sales and Marketing close the interdepartmental divide.
When “I’m a Marketing Executive” earns a
“yes, but what do you DO?” response, the standard reply is “lead
generation”. But more and more, Marketing can be the bridge. Earning
instead of costing. Filling the pipeline with quality over quantity. Cutting through the noise, not
just increasing the volume.
Members of our team recently had the pleasure of attending Microsoft Convergence, a premier conference for the Microsoft Dynamics community. What really struck me about the conference is that, for a gathering of people seeking more powerful ways to use technology, the common theme always lead back to people, and to building better relationships.
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.
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.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
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.
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.