I recently had the privilege of attending a Dale Carnegie class called “Sales Advantage”. It was an eight-week course that met for 3.5 hours each Wednesday evening. The instructor guided us through the sales process with lots of examples and role-plays.
I was recently asked if it is possible to see all scheduled tasks for all users in Microsoft Dynamics 365 (D365) CRM. Well, of course, there is! By using a standard list view of activities, you can see all the captured details. You can even pop open a chart that shows counts of activities by user or by type (or various combinations) with stacked bars showing users and numbers of activities of each type.
Digital marketing and marketing automation are hot topics for businesses these days. As a certified marketing automation consultant, I meet with business owners and marketing managers on a weekly basis to help them determine which digital marketing tool will work best for them.
Imagine this…You open up Outlook on a Monday morning and you've got an email from a new Contact at a new Account and they have some real interest in your company's products (new Opportunity)! Well, this is exciting! "Oh wait," you say to yourself, "now I need to enter all of this ‘new’ data in Salesforce.
Efficiency is one of the keys to an effective CRM. People need to be able to do their jobs with the least amount of work possible. The new Outlook App for Dynamics 365 v9 is a great tool to help customer service people work more efficiently. The feature that I will be discussing today involves a way to create a case from an email directly within Outlook, eliminating the need to work separately in your web browser.
Sometimes jumping into something new can be daunting unless you take a measured and thoughtful approach. Here at TopLine Results, we like to minimize risk for our clients by taking a sit, stand, walk, run approach to CRM (Customer Relationship Management).
Sit
We like to sit with you and understand your processes for sales, marketing and/or customer service.
Facebook, Instagram, Twitter, LinkedIn, Snapchat . . . the list goes on. Many small businesses that I work with daily find social media to be overwhelming and hard to manage. At TopLine Results, we work with clients to make social media manageable and engaging.
If you are you an existing Act! customer and own your software (perpetual licensing) or were a previous customer and want to start using Act! again, there are spectacular offers this month for subscription pricing!
How does 4 months FREE sound? That reduces the monthly per user cost to as low as $16 per user! Definitely a great deal!
There are several configuration options to fit your organizational needs:
Act! Premium
Self-hosted on your server
$200 annually per user
Act! Premium
In the cloud, hosted by Swiftpage
$280 annually per user
Act! Premium Plus
Self-hosted on your server + custom tables
$280 annually per user
Act! Premium Plus
In the cloud, hosted by Swiftpage + custom tables
$360 annually per user
Act! Premium Plus
In a private cloud hosted by Swiftpage + allows for 3rd-party solutions
$440 annually per user
Great new features include:
Act! Insights - improved dashboard reporting
Act! Companion - new mobile app
Act! Connect - integrated business apps
New Outlook integration
Alexa integration
Access to the Act! API
…and more!
Subscription membership includes:
Automatics product updates
Training resources
Act! enewsletter
…and more
Some restrictions may apply, but we can help you discern what works best for you.
With great data about your business, you can mine it for intelligence, use it to predict outcomes, and provide that feedback to your business to improve your strategies and tactics. This feedback can be transformational. It can be used to:
Better engage with your customers – ensuring your messaging is relevant and timely
Increase the value of your products and services – transforming them to better meet needs
Optimize your operations – investing in processes that make the biggest impact
Empower your employees – giving them a voice and helping them make a bigger difference.
Recently I worked with a client who has a “best in class” sales process. I was super impressed with the level of thought and detail that went into their process document. On paper, they include sales stages, steps within each stage, milestones for their customers, activities to be completed, team capabilities needed, and a success rate probability assigned to each stage.