What Dynamics 365 Means for Dynamics CRM Users

This week, Microsoft released their new Azure-based business solution package, Microsoft Dynamics 365. You may have heard that Dynamics CRM is becoming Dynamics 365, so as a Dynamics CRM user, I’m sure that you have a lot of questions about how that change will affect your business and your CRM licenses. For CRM On-premises users:…
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Get to Know Field Service Incident Types in CRM

In a continuing effort to improve users experience Microsoft Dynamics CRM has made key modifications to its Field Service tools. One key modification is the inclusion of reports known as Incident Types. Incident Types act as a top level classification system for customer reported issues. They allow users to define issues through automatically populating templates…
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Get to Know the Field Service Schedule Board in CRM

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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Convert More Leads to Sales with Marketing Automation

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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SEO + CRM = Leads that Become Sales

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 your…
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Seven Rules of Sales Pipeline Management

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 Benefits of Basic Pipeline Management

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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3 Things to Know about Field One for CRM

With Microsoft Dynamics CRM 2016 announced, there are a lot of amazing updates to get through. One such update is the acquisition and addition of Field One. Field One is a native CRM application that works seamlessly on mobile and is embedded in CRM 2016. The addition of Field One to Microsoft Dynamics CRM you…
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6 Sales Methodologies That You Can Manage with CRM

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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