CRM software is supposed to help your sales reps track prospects, close deals and drive revenue, right? So, why are you constantly hounding them to use it? The truth is that they probably hate the system you have… and they probably have a point.

Projecting confidence. Identifying influencers and stakeholders. Figuring out where the bathroom is. These are essential skills for a salesperson to possess, but they’re just as useful when you’re heading back to school. 

Every salesperson starts their career believing they’re going to be successful – or at least they should – but there are a lot of rookie mistakes that hold them back. Some salespeople learn the hard lessons, adjust their approach and excel. Others… not so much. 

Would you bake a cake without a timer? Would you make soup without a measuring cup? Since running a business is a lot like cooking a good meal, I wanted to share some of the important metrics you should stop eyeballing and start measuring. 

Releasing an update to Dynamics CRM is an easy way to get me excited. There’s always something I can see myself using and a few things I think our CRM clients will appreciate. 

We’ve integrated Microsoft Dynamics CRM with Outlook, quoting software, Microsoft Dynamics GP and plenty of other applications. Despite all that, there’s one integration that many companies don’t take advantage of that can add just as much value, if not more.

Keeping with the brisk update tempo they’ve set over the last year, Microsoft just announced that Dynamics CRM 2016 is on deck for later this calendar year. They’ve outlined some of the biggest changes on-deck and members of CRM Software Blog have been given access to some of the early application screenshots.

Changing records is a fundamental piece of functionality in CRM but there are occasions when you need to change a large volume of records and the native editing functionality of Microsoft Dynamics CRM aren’t up to the challenge. Recently we figured out a simple way to export and change records in bulk without creating duplicates and we wanted to share it with you.

CRM 2015 launched in Q4 2014 and brought with it some really interesting new features. However, in keeping with the accelerated release tempo, Microsoft is already launching CRM 2015 Online Update 1, which is bringing a host of improvements to CRM Online. We don’t have a release date yet but here’s some of what you can expect.