Category Archives: CRM

All articles relating to CRM and CRM systems and technology.

What is CRM?

What is CRM? and  Why Does it matter? CRM… Get the message! What is CRM?  It stands for Customer Relationship Management and  is an approach to enable effective communication with existing and potential customers. Traditionally… Messages communicated between sender and receiver can often be mis-directed, uncaptured, lost, delayed or mis-interpreted. Resulting in a failure to […]

Preparing for CRM – Requirements (Part 5 of 5)

Preparing for CRM – Requirements Now you know what you want to achieve (and the processes/data required to do so) you’re in a great position to draft your Requirements. Depending on your planned approach to procuring a system and potentially selecting a partner or putting a team together to implement, ensure you share the information […]

Preparing for CRM: Priorities (Part 4 of 5)

Preparing for CRM – Priorities Microsoft Dynamics 365 is one of the most customisable products of its kind on the market. This is both a gift and a curse.  As you run through your processes you’ll find brilliant new ways of working faster and smarter.  Fantastic – but this can start to increase the scope […]

Dynamics 365 for Sales – What Can You Do With It?

What is Dynamics 365 for Sales? Dynamics 365 for Sales is intended to help boost your sales by guiding salespeople through the journey of prospect to established customer, and marketers to create lead generation campaigns and monitor where leads are coming from. Unify your sales team, provide insights to your managers, and keep on track […]

Preparing for CRM: Processes (Part 1 of 5)

Preparing for CRM This series of blog articles will take you through the steps required to prepare for your new CRM system.  They will be published weekly and link from this article, so bookmark this page to easily find the full series.  Part 2 can be found here:  Preparing for CRM:  Data. Pre-Planning your CRM […]

What is Dynamics 365 for Marketing?

Dynamics 365 for Marketing is Microsoft’s new marketing automation tool aimed at organisations that need more than basic email marketing. Built on the same platform as Dynamics 365 for Sales, it is the natural option for customers to use to align their sales and marketing efforts. As with the other Dynamics business applications, this tool […]

4 steps for a successful CRM deployment

  Read our article on what you need to consider for a successful CRM deployment and project. You’ve been given a shiny new CRM system to deliver throughout your company… CRM deployment – where do you start? For some people this is a dream come true, for others it’s a nightmare. And the stats don’t […]