CRM Tips and Tricks

Sales is the lifeblood of an organization, so every sales manager and business owner wants an easy way to view at a glance how sales are stacking up in the pipeline. That requires a fast, easy, and consistent way for salespeople to track the opportunities being worked on.

Start with Clear Goals and Objectives: As an example, there may be a goal of deep visibility into closed-loop marketing campaigns and how many sales opportunities are generated. Be sure to spell out the specifics, as in how does the marketing team want to track campaign activities and what are the concrete campaign response goals? The project manager of the Microsoft Dynamics CRM implementation should gather goals across impacted departments to define what is sought to be achieved in a clear, comprehensive plan. Then the Microsoft Dynamics partner should be able to keep those objectives in mind when helping setup and customize Microsoft Dynamics CRM or xRM to reflect the specific business needs.

As a mobile salesperson, having contacts available in Microsoft Outlook is critical. Microsoft Dynamics CRM allows users to create a filter to define which contact records to synchronize in Microsoft Outlook.

Listen to each department leader’s description of success prior to implementing Microsoft Dynamics CRM. Make sure these criteria are top of mind during design and training. Reinforce Microsoft Dynamics CRM’s ability to address key concerns achieve success.