Microsoft integration of Linked In with Dynamics 365

The LinkedIn Sales Navigator provides insights on targeting the right companies and how to reach out to the right people within these companies. It also keeps your database of contacts up to date despite the fact that the people with whom you are connected tend to change jobs regularly or positions within an organization Traditional CRM systems keep track of your lists of opportunities and your past contacts, but don’t advise you on what to do next. Microsoft Relationship Sales combines the LinkedIn Sales Navigator with Dynamics 365, offering access business applications which will help sales professionals in determining what
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Microsoft Dynamics 365 and what it can do for your business

There has been a lot of noise in the news lately about Microsoft Office 365 and the cloud but how does this impact you and your business and why should you be planning for the future direction of the business software industry? First of all Microsoft has made it clear that they are putting their money behind software solutions that operate in the cloud, are device independent (can be accessed via a web browser, mobile device or tablet) and can remove the need for on-site hardware and management. The operating system market is not an area of growth for them.
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Your Customer Service Sucks – Fix It!

Time for my customer service blog rant! When I get to the point of disappointment it’s time to say something to the companies of America – your customer service really sucks. It’s true that all you read is how your customer service is now your new marketing. Well then your marketing sucks too! With me it started when I had to call Comcast and was connected to the Philippines. The people are nice enough and always taught to say I’m sorry and apologize for everything no matter what I complain about. The problem here is an issue that they forced
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Microsoft CRM 2015 Great New Features – Calculated Fields And Extended Business Logic

Microsoft CRM 2015 has many new features that continue to add to the power and flexibility of the solution. Two new ones that have been added to extend the software capabilities include Business Logic Rules that have been extended to add additional features and options, and Calculated Fields which now allow for math to be performed for the purposes of deriving a value based on values in other fields. When used with business logic rules, this allows for values to be calculated based on certain rules or conditions. In Microsoft CRM 2013 business logic was introduced as a way to
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Microsoft CRM 2013 – Get More Customers. Keep More Customers and Make More Money!

Attracting, winning, and retaining customers is the foundation for success. Thriving businesses find new and innovative channels to attract prospects, execute sales processes to win deals faster, and deliver world-class customer experiences to maximize customer loyalty. Learn about the Microsoft Dynamics CRM vision. Join us for Breakfast, Networking and a Workshop on this new and exciting business tool to help you Get More Customers, Keep More Customers and Make More Money! If you currently use Microsoft CRM or are thinking about it or just thinking about getting your marketing, sales and service in order this workshop will give you tools,
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The New Microsoft CRM 2013

So its finally here! The new release of Microsoft CRM 2013. Microsoft has finally moved toward the mobile world in a good way and has removed the old method of opening windows in favor of the new tile drop down approach which greatly improves the real estate that can be used.  Here are some great resources to help get up to speed: What’s new in the Microsoft CRM 2013 –  eBook-Whats-changed-in-CRM-2013 Application and User Interface – new Features – 41053_CRM2013_M01_App This will give you an idea of what has changed as well as the new features!
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Social CRM – The True Picture of What Your Customer Thinks

Customer Relationship management Solutions tend to track  transactional related information from your customers. It tells you what they  purchased, what their interests are, what buying patterns they may have and a  variety of other metrics that help you anticipate what and when the customer is  interested in when it comes to your company and products. Social media allows you to integrate what the customers are  saying as well as look at the transactional data to get a better picture of the  customer (and prospect) overall. It means gathering all of the social data from  all the social sites and then
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It’s all who you know – CRM and Social Marketing

Perhaps you have noticed the trend towards Customer Relationship Management Solutions incorporating social media into their solution set. Microsoft recently announced that their next release of CRM will incorporate many of the popular social media sites being integrated into their solution. Act has already released and continues to enhance these same social accelerators. Salesforce has many new tools that allow you to monitor and collect information form social sites into their CRM solution. The real question is why is this trend happening? Is it because of the current popularity of all of these sites or for a bigger and better
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What CRM is best for my business?

I get many questions from clients and other consultants who specialize in marketing on what is the best CRM solution for a certain type of business. It always makes me wonder what people are thinking about when they go to find a software solution to help manage, nurture and convert leads to sales. It should always start at defining the needs of the business first. Are they small or large in size? Can they support taking care and managing the “technical” side of a CRM solution or is a hosted solution off premise a better alternative? Sometimes the answer to
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Getting Ready for the Fall

I have been busy this summer planning the next few months of business development and just completed an article on my other blog for MarketSimplicity about planning. You can read this at www.marketsimplicity.wordpress.com so in keeping with the spirit of the end of summer theme and things to do for the fall; I felt this would be a good idea to point out a few smart things you can be doing for the last part of 2011. First take some backups – your email, on line bank and other statements/information, bookmarked internet favorites etc. These are little things that you
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