Strategy and Planning

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Build better customer service with CRM equipment profiles

We all think of a CRM (customer relationship management) system as a database of customer information. Consider the detail that goes into a customer or contact profile. You’ve got basics, like name, company info, contacts and even personal notes. Take the same concept of detail and think about how you can use it to build [...]

By | 2017-06-02T06:29:47+00:00 August 30th, 2016|JibeCRM, Microsoft Dynamics, Process, Strategy and Planning|0 Comments

Microsoft Dynamics 365 offers peek at CRM’s future

Capabilities grow quickly with new cloud integrations When Microsoft announced Dynamics CRM will join Microsoft ERP and become part of Microsoft Dynamics 365 it was just a continuance of Microsoft’s philosophy to offer as many business tools under one platform, one entry point for streamlining a business process and providing ready access to as much [...]

Let’s Get Sales and Marketing Working Together

Do your sales and marketing departments talk? Do they feel like two separate worlds, with their own goals, strategies and ideas on what success looks like? If so, you’re not alone. But if this doesn’t change, you might get left behind. A strong customer relationship management (CRM) system can help you rethink the two department [...]

By | 2017-06-02T06:29:47+00:00 June 30th, 2016|JibeCRM, Marketing, Process, Sales, Strategy and Planning|0 Comments

Can you increase “selling” time with a CRM?

Don’t waste time with details when you can drive for new revenue When considering the return on investment of a CRM – customer relationship management system – think about how the system can save you time and money. A study by Pace Productivity suggests a sales rep spends only 23% of their time “selling.” That’s [...]

By | 2017-06-02T06:29:47+00:00 May 11th, 2016|Process, Sales, Strategy and Planning, User Adoption|0 Comments

Great ROI on building a CRM sales culture

Microsoft Dynamics brings strength to every piece of the sales process   For every dollar you invest in a CRM system you get $5.60 back. That’s the finding of Nucleus Research, a Boston-based techno research firm. They key to realizing this growth is to plan your CRM success properly, and understand where your best chances [...]

Dynamics CRM a Rich Tool for Everyone

Dynamics CRM can benefit everyone in a workplace There efficiencies and great returns for everyone in a well-developed CRM culture Are you considering implementing a CRM system? Well don’t forget there are multiple uses, and great ROI on the investment, as it benefits staff from many departments of your operation. Here are some of the [...]

By | 2017-06-02T06:29:48+00:00 March 15th, 2016|Strategy and Planning|0 Comments
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