Microsoft Dynamics CRM – A Salesperson’s Best Friend, Part 1


Every successful salesperson has their ‘go to’ tools like Google, Manta, or LinkedIn that help them throughout the sales process.  However, my favorite tool is Microsoft Dynamics CRM.  In this series I will share with you several time-saving features I like about Microsoft Dynamics CRM and how it benefits me and our company. Part 1 – Sales…

Why You Need A CRM Consultant with Sales and Marketing Experience


The WHO is just as important as the WHAT in CRM. The WHO: the Partner working with you to design and implement CRM The WHAT: the design and use of CRM. CRM can encompass many different WHATs.  It is designed to be flexible and easily customizable to fit with any business model and any marketing…

A Quick Way to Fill Out A Contact Record


Are you tired of re-writing all the same address and phone information for Contacts in CRM as their Account? Have you forgotten to associate a Contact to an Account? Watch this video to learn a simple tip to save you time and headaches.

The Outlook Interface


Check out this video that demonstrates the features and benefits of CRM’s integration with Microsoft Outlook!

Bringing the Stakeholders to the Table


So last week I talked about Diving Into CRM, getting your feet wet and yet taking a methodical approach to installing and most importantly implementing CRM.  I described the six steps in creating a Design Document: Bring all the key stakeholders to the table to discuss big ideas. Take the big ideas and put them…

Diving Into CRM!


Microsoft Dynamnics CRM is fun and exciting when you’re thinking about its possibilities for your sales and marketing efforts.  All the grand ideas begin to play out in your head about how you will use it to track sales, customers, cost per opportunity and so forth.  Thinking about CRM and its possibilities for your company is…