Microsoft Dynamics CRM Tips for Sales Professionals – 2 Quick Follow Up Email Strategies

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

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.  

3 Business Challenges to Overcome Using Dynamics CRM

Posted by Ken Farmer in Dynamics CRM | 0 comments

Whether you are evaluating personal goals or business driven objectives, honest reflection can be critical to your success. Here are 3 business challenges Dynamics CRM can help you conquer in 2016.  

The 5 Most Exciting New Features in Microsoft Dynamics CRM 2016

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

03.14.16

We surveyed the xRM³ team and pulled together the 5 most exciting new features in Microsoft Dynamics CRM 2016. As a group, we are thrilled about Microsoft Dynamics CRM 2016 and are looking forward to showing you all the new stuff! Visit our website and request to be added to our webinar invitation list. We'll help keep you up to date with all the new functionality.  

How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM

Posted by Jessica Smith in Dynamics CRM, Microsoft Dynamics CRM partner | 0 comments

02.17.16

Routing rules are an valuable addition to the recent updates of Microsoft Dynamics CRM. Routing rules are available in both 2015 and 2016 versions of Microsoft Dynamics CRM. Here are xRM³, we’ve been using Microsoft Dynamics CRM routing rules for a while. We also have several clients who are now enjoying the ease of use offered with this functionality. Here are instructions on how to create Routing Sets and Routing Rules in Microsoft Dynamics CRM.  

Improve Behavior of the Date Field in Microsoft Dynamics CRM

Posted by John Clifton in CRM Admin 101, Dynamics CRM, Microsoft Dynamics CRM | 0 comments

02.05.16

When was the last time you had a "behavior" problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the "behavior" modifier for date fields, things could get a little confusing and problematic in certain situations. Let's look at how to improve behavior of the date field in Microsoft Dynamics CRM.  

Microsoft Dynamics CRM – 4 Simple Steps for Importing Leads and Contacts

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM Data, Microsoft Dynamics CRM partner, Sales Process Management | 0 comments

11.11.15

This blog is another in my series of basic Microsoft Dynamics CRM tips for sales professionals. Like me, you’re probably interested in importing Leads and Contacts into CRM for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done.  

Does Your CRM Data Resemble the Walking Dead?

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM Data, Microsoft Dynamics CRM partner, Sales Process Management | 0 comments

10.27.15

You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, one more month, one more year without having to face it. I’m asking you right now. Does your CRM data resemble the walking dead? If it didn’t get you today, it’ll get you tomorrow. YOU CAN'T ESCAPE ZOMBIE DATA!!!  

5 Keys to a Successful Dynamics CRM Discovery Session

Posted by Erin Karatkiewicz in Dynamics CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM partner | 0 comments

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to these 5 keys to a successful Microsoft Dynamics CRM Discovery Session.  

Microsoft Dynamics CRM and Office 365 – The Seller’s Total Solution

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM, Microsoft Office 365, Sales Process Management | 0 comments

09.08.15

Microsoft has done an amazing job integrating Dynamics CRM 2015 Online and Office 365 to create the total end-to-end productivity solution for sellers. Now with Office 365 and Dynamics CRM Online Update 1, there are a bunch of new synergies that take sales productivity to a whole new level.  

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.  

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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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