At its core Dynamics CRM is a way to organize and manage contacts. That’s a task that every business struggles with eventually and it’s the most immediate benefit of switching from spreadsheets or Outlook. That’s why the first article in our CRM Startup series is going to show you what it looks like to manage your contacts in CRM.
When you open a business there are some tools you need and some you grow into. A website, some accounting software and a phone are necessities but you don’t need customer relationship management software before you have customer relationships to manage. So, how do you know when you need to invest in CRM?
Social media integration is the clock radio of software features – they stick it on everything, whether it needs it or not. On the other hand, there are applications that benefit from a social focus and CRM, with its emphasis on communication, collaboration and customer tracking, is at the top of that list. So, what makes a CRM ‘social’?
Microsoft wrapped up Convergence, its annual Dynamics conference, just a few days ago. It’s always a big deal for those of us in the CRM world, so if you didn’t make time to live stream the keynote address, I’m going to let you know what’s coming down the pipe for CRM 2013.
An important part of sales performance management is ensuring that you stay in touch with your clients. CRM software is designed to make that easier but many CRMs – including Dynamics – don’t have an easy way to see who’s being neglected.