How Charities and Advocacy providers can use Dynamics 365 to streamline their operations? Introduction For charities, advocacy providers, carers and residential homes, data and the safe and easy management of it is critically important. If information and contact data is not managed properly, and, for instance, spread across multiple spreadsheets and...
Sending an Automated Email to a Contact on their birthday - this can certainly be achieved with Dynamics 365 and ClickDimensions. However it is not as simple as it might first seem. Here we compare two different methods of achieving this the Next Birthday solution and...
Microsoft Dynamics CRM provides an ideal platform to support customer centric interactions including quote and order mangement. We compare the key requirements of the quoting process for 3 major Quote Solutions. Firstly, the out of the box capability provided by Microsoft. Secondly, a leading quote tool specialist...
The New Face of Microsoft Dynamics "It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" -...
"It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" - one definition from Wikipedia says...
Are you ready? As the Olympics are well underway, this blog takes on a sporting theme. Looking at the key components of a good marketing campaign, there are some similarities with the traditional Olympic Triathlon which consists of a swim, cycle and run. These can be of...
5 Tips to help you refine your Sales & Marketing processes The Summer Olympics are over for another four years but the planning and preparation is an on-going process. The same should apply to your business. When you have a success, however big or small, you need...
6 Strategies to improve your Sales Velocity Sales velocity is similar in concept to any other type of velocity measurement. In a car, velocity is a measure of its speed i.e. miles per hour. Sales Velocity measures and predicts the “£’s per day” – how much and...
How have times changed for the Salesperson? How many hours do we spend, on average, using social media every day? According to data from 'We Are Social' released in Jan 2016, we spent an average of 1 hr 29 minutes using social media across all devices –...
The Implication of Qualification Following on from our recent article which discussed how implementing CRM can help you improve your Sales Velocity, this time we are looking at three leading methodologies for helping you qualify your sales. Qualifying your potential leads/prospects correctly and early avoids wasting resources...