Viewing posts categorised under: Business

Microsoft Dynamics 365 Relationship Insights

Posted by Mark Abes in Business, Dynamics 365, Marketing with CRM, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales, Microsoft Dynamics CRM for Sales | 0 comments


Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Relationship Insights. Relationship Insights mines all the sales related data stored in CRM and Microsoft Exchange, using it to help you prioritize your daily activities, respond to customers, and track the effectiveness of your email messages on your desktop, laptop, tablet or phone.  

Dynamics 365 Transition – Part 2

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

In today's blog post, I want to review the transition pricing for a small customer using a typical, small customer example. This transition from Dynamics CRM to Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but the information is important. Before I get into it, first, a few disclaimers…  

Dynamics 365 Transition – Part 1

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

As we approach closer to the transition from Dynamics CRM to Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer. If you are a client of ours, we will be hosting an informational webinar the 2nd week of November and you will receive an invitation. This webinar will provide general information, transition pricing, and options. After the webinar, we will have scheduled one-on-one discussions with the appropriate folks in your company to discuss your specific company options and our recommendations. Nothing needs to be done soon, although you can take advantage of these after Nov 1st if it makes sense for your business. Everything else will wait until your current subscription date renewal.  

Dynamics 365 and the CRM Customer

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

There is no better time to be a Dynamics customer than right now. You may have heard by now that Microsoft took the wraps off their new Dynamics 365 initiative. No more Dynamics CRM, it is now Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, combined with what would be the regular Dynamics CRM Online fall release cadence, I want to make sure our customers get the info they need. First, if you are a current customer of ours reading this, take a deep breath. Please know we will be contacting you directly to schedule a road map discussion and provide you with your best options. Nothing has to be done right away and there are several options for you to choose from with different timelines. Deep breath, there is a ton of great new functionality coming your way.  

Here Comes Dynamics 365

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

What an exciting time to be in our industry! I have been involved in the technology arena since 1985 when I was tasked with putting a restaurant inventory management system and PC together (2 - 5 1/4 inch floppy drives on that baby!) and have been swimming for the last 15 years in the Microsoft channel partner stream. I was part of the Beta version 1 team when Microsoft was releasing their CRM product and been a part of the full Dynamics CRM journey that brought us to today.  

Work Like a Sales Detective with Dynamics CRM, part 1

Posted by Mark Abes in Business, Dynamics CRM, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM for Sales | 0 comments

Work Like a Sales Detective with Dynamics CRM, part 1 In the sales game, sometimes you have to do little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can relate to this.  

Introducing Microsoft Dynamics 365

Posted by Ken Farmer in Business, Dynamics CRM | 0 comments

Hello from the Microsoft Worldwide Partner Conference in beautiful Toronto! Every year, Microsoft gathers with its partner community to discuss their plans around all product lines. A common topic the last 3 or 4 years is their efforts to expand their cloud offerings and move even more of their products to the cloud.  

Frustrated with Goldmine CRM? Switch to Dynamics CRM

Posted by Mark Abes in Business, Dynamics CRM, Microsoft Dynamics CRM 2016 | 0 comments


Are you trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then it’s time to invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and the sales process based on relevant data like web page visits, presence on social media, and industry trends. You even get access to market intelligence with contact information for 30 million business decision makers around the globe.  

Microsoft Dynamics CRM: Sales Leads vs. Opportunities

Posted by Mark Abes in Business, Dynamics CRM, Sales Process Management | 0 comments

A Microsoft Dynamics CRM user from Iran hit me up on the xRM³ contact us page recently. Here is what they wrote.

“I am a sales manager in an IT based company. We use Microsoft Dynamics CRM 2015 and I have a question. Exactly when do we qualify a lead to an opportunity? I mean when they need a proposal, ask more questions about our product, when they desire to keep in contact, when someone asks for catalogue, when we feel they may become a customer? I want a standard way."

This is sort of like asking, “What is the meaning of life?” Depends on who you ask – right? With Microsoft Dynamics CRM’s inherent flexibility, there is no reason to get hung up on a “standard” way to segment the arc of the sales process, nor should there be. One of my favorite Microsoft Dynamics CRM characteristics is the way it can be configured to adapt to your unique business processes, procedures, philosophies, etc.  

Microsoft Dynamics CRM Basics for Sales Pros: 4 Tips for Sales Managers

Posted by Mark Abes in Business, Dynamics CRM, Sales Process Management | 0 comments

In our series -- Microsoft Dynamics CRM: Basics for Sales Professionals -- we've covered CRM from the perspective of Sales Representatives responsible for closings sales. In this blog we’ll look at CRM basics for Sales Managers. Microsoft Dynamics CRM provides several ways to manage and help your Sales team get the results your organization needs. To keep things simple, let’s look at 4 CRM management basics that will help you direct your team more effectively:  

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xRM³ has been implementing Microsoft Dynamics CRM since beta-version 1 in 2002. We understand that success in CRM is not just about technology—it is about supporting the business process that drives your revenue and customer satisfaction. Dynamics CRM excels at leveraging good process to be effective... Read More

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