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We're just under two months away from the New Year. Now is the time to start thinking about the tools you're using. Are they working the way you want them to? Are they keeping up with the demands of your industry? You need to be asking these questions and more to truly be prepared for 2021. If you find that your current CRM system isn't quite up to par, here are 11 must-have features you should look for when replacing your CRM in 2021.
Microsoft Teams is the solution to manage all your communications, documents, and tools in a team workspace. As of April this year Microsoft teams have over 75 million daily active users. Microsoft is centralized around how an organization works. Earlier Microsoft had announced the integration between Dynamics 365 CE and Microsoft Teams. With this upgrade, users can create and edit documents inside the application and instantly access SharePoint, OneNote, Power BI, and now Microsoft’s model-driven apps in Dynamics 365. One might ask how this Microsoft Teams' integration with the Dynamic 365 model-driven apps is going to help the average user. That is exactly what we are going to discuss here.
A CRM solution can provide a lot of perks for your sales team. Tracking the complete lifecycle of your sales deals and activities is not a small thing. As we all know, the Covid-19 virus outbreak has left many companies feeling as if they can't invest in new software solutions. However, a CRM is too valuable a tool pass up regardless of uncertain economic times. We can give you an upper hand in finding a feasible and practical CRM solution. Today we are going to discuss 5 easy steps to set up a CRM using SharePoint and Office 365.
Customer relationship management solutions are a must-have for businesses with a decent amount of salespeople in their workforce. A CRM solution can empower them to handle sales activities, processes, and data effectively. By organizing, managing, and handling these activities or data for your sales department, your organization can achieve some big benefits. It will not only make life easier for your sales teams, it will also help you streamline customer relationships and sales. As salespeople are not always working in front of their laptops, having a mobile CRM app puts them in a very advantageous position. We are presenting you with 10 ways a mobile CRM solution can help your sales team to become smarter and efficient.
A company lives or dies by its relationships with its customers - and that's more true than ever right now. With sales slowing down and prospects drying up, it's important to make sure your sales team is doing everything it can to meet your quota. Recently, we've explored how to maintain sales and retain customers while working remotely. Today, we want to explore the tools that you're using, specifically, your CRM.
Concerns over the coronavirus outbreak have led to a shift in the way that we work. Remote working has become the new norm, and with that comes the need to readjust how we approach different aspects of business. One area in particularly that you should be focusing on is how you are managing your customer relationships. Many organizations are choosing an automated CRM to maintain their sales processes while working remotely.
One of the biggest puzzles that employers face is figuring out how to manage customer relationships and CRM. There are no one-size-fits-all solutions to each customer interaction. You must be reactive and adaptive to maintain good relations. We know that building strong customer relationships can be difficult and time-consuming. An efficient CRM can effectively streamline the customer relationship processes.
What is your approach to customer feedback? It doesn’t matter what category your business belongs, getting feedback from the customers and processing them for achieving better outcomes is a must-do. You can improve customer service with this process. Some companies employ the services of an automatic CRM solution to manage this. Moreover, you can earn fantastic inputs to achieve our marketing goals, product quality, and gather suggestions and complaints from users. Marketing is an important process that can bring you more potential customers. Let’s discuss 5 tips to optimize your marketing strategy using customer feedback and CRM.
Is your organization equipped with enough technology to exploit the data generated by consumers? If not, this is the right time to prepare for the future. It is becoming very competitive out there and to close deals more often you should be able to assess customer data efficiently. A CRM system can help you handle all interactions with the customers in a tidy and progressive way. Artificial Intelligence is proved to be a very impressive technology that can enhance all these processes when used correctly. There is no doubt that AI technology will be widely implemented in the CRM sector soon. Before getting started with the AI implementations, let’s see how sales organizations can prepare to embrace the change by using a proper CRM system.