Field Service organizations can empower schedulers and dispatchers in ways they never have before with the Schedule Board functionality in Microsoft Dynamics CRM Field Service. The Schedule Board provides all schedulers with an “Initial Public View” that includes all resource types, service territories, and unscheduled work orders to give everyone a high-level view of needs…
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One of the constant questions facing any business is “how do we convert more of our leads in to actual sales?”. Leads generated by the marketing department, for one reason or another, can sometimes be hard to convert in to sales. To counteract this there has been a big push to establish a better relationship…
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In business today, the real question should not be “how do we get new prospective customers?” but that of “how do we take these prospects and turn them in to real leads?” One key answer to that question is a concept called Search Engine Optimization. Search Engine Optimization (SEO) is the idea of peppering…
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Pipeline management in CRM is the core to accelerating sales, forecasting and managing product demand. I recently wrote about the basics of pipeline management. To provide context for where marketing stops and where sales begins. Here I’ll focus on what I call the Seven Rules of Pipeline Management. Become maniacal about your sales process Most…
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The way pipeline management was done in the past is no longer going to cut it. Originally, pipelines were created using the silo system, where sales and marketing were separate. However, The Aberdeen Group proved this to be a system of the past with their 2010 study that showed a 20% annual revenue increase when…
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When it comes to increasing your sales revenue, you must make sure your sales reps are following the appropriate sales methodologies. Fortunately, sales methodologies can be used in combination with customer relationship management (CRM) software, enabling these methods to be both more efficient and effective than they’ve ever been before. Here’s a quick overview of…
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Customer relationship management isn’t an exact science. While there are methods and programs out there that companies employ to pin down the most accurate ways to keep their customers happy, there is no way to guarantee the process will work every time and with every situation. That said, it is imperative that companies keep their…
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Last week was the annual eXtremeCRM conference in San Diego, and it was a great opportunity to get a live demo sneak peek into Dynamics CRM 2016. While we knew about some of the new features and functionality that will be released, this was the first time we saw these features in demos. Here are…
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Channel Engagement Framework The new Channel Engagement Framework is accompanied by many features which were not available to user prior to update. One new upgrade is that, the same rules that you could use to automatically create cases from incoming email or social channels in the previous version, have been improved to automatically create or…
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Pipeline management. What is it and how can you keep your leads and prospects from falling through a crack? You must ensure your pipeline isn’t leaking, and to do this, you’ll need to take advantage of Dynamics CRM. From analyzing lead demographics to developing new communication methods, Dynamics CRM enhances the pipeline management process. What…
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