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.
I had a hard time finding comprehensive instructions on how to properly manage pricing when it comes to Product Bundles in Microsoft Dynamics CRM. I wanted to associate products to one bundle so multiple products could be added to an Opportunity (Quote or Order), minimizing the steps it takes to add multiple products to an Opportunity. BUT, I also wanted each of the line items to reflect their own individual price once added to the Opportunity, AND I also needed those prices to be editable.
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.
In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their prospects and customers.
I was doing a project review with a client the other day and was asked this question – “What is the difference between the Lead and Opportunity record types?”. This isn’t the first time I’ve heard that question from clients so I wanted to take a minute to do my best to explain these two very important sales records in Microsoft Dynamics CRM and describe some of the business reasons you would use a Lead and/or an Opportunity record.
This blog is another in my series of Microsoft Dynamics CRM tips for sales professionals. We’ll look at a common sales scenario and how to manage it in CRM. You just met someone for the first time, or you’ve just hung up the phone. You want to send a quick follow up email with your contact information or additional information regarding the product or service this person has an interest in. We’ll look at 2 quick follow up email strategies in Microsoft Dynamics CRM. First we’ll look a standard CRM Template you can send. Secondly, we’ll use a Quick Send Template from ClickDimensions. ClickDimensions is a great marketing automation tool that integrates fully with Microsoft Dynamics CRM.