In your CRM, there are times you will need to change/update data. Today, we’ll discuss a few options to help you make quick updates in Microsoft Dynamics for Sales, keeping in mind that most CRM systems have similar features.
Editing within a list view (Editable Grid)
From the menu, choose the ellipsis and select Show As > Editable Grid.
In the past, when you selected the Invite Attendees option, you were able to just invite attendees to your meeting. From there, you would select the Teams meeting and it would add the meeting to the invitation. Recently, this has changed and now when you select the Invite Attendees button, a Teams meeting is automatically added.
Simple data best practices to lessen the time and cost of integrating your marketing software with a CRM database
As a CRM and digital marketing technologist, one of the key functions of my job is to integrate marketing and CRM databases.
When I was a boy in primary school, we had a daily journal. It was small but thick enough to cover the entire school year. Each page, as you would expect, had a place for the date. Each day had a section for what was done and what homework was required for the next class.
This spring has been raining updates to the marketing software we support. If you haven’t been keeping up with your software vendor’s emails this blog is for you. I’ve compiled some of the biggest changes for you to easily digest, further research, or potentially take action.
Analytics is one of the key features of any CRM system. By using your data strategically, you can provide your prospects and clients with the best possible customer experience. You can also make better decisions for targeting potential buyers, training employees, driving consistent processes, and more.
When an organization is considering implementing a customer relationship management (CRM) system, they may be overwhelmed by the cost of software licensing, service for implementation, and training to get the team onboard. Understanding the ROI for CRM will help justify the initial spend.
I find Excel to be one of the most versatile and useful apps you can have in your toolbox. Recently, I had a large list of names and email addresses that I needed to parse out, and I used a cool feature in Excel to accomplish this.
Imagine that you have a large list that contains both people’s names and their email addresses in a single cell in the following format:
John Smith <JohnSmith@toplineresults.
Do you have to schedule several appointments daily? Do your appointments sometimes involve internal resources? Are you constantly sending multiple emails with date and time options for meetings to your contacts? Are you looking to reduce the amount of time you spend scheduling appointments? If any of these scenarios sound familiar to you, you may want to consider using Calendly! A FREE scheduling tool.
Many businesses have some level of understanding regarding the relationship between a positive customer experience and a successful organization. How different businesses measure, record, and track customer experiences can vary widely. From direct feedback stored in a database or Excel spreadsheet to automated emails and surveys, everyone seems to have their own method.