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Marketing Management

Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

Tech Hiring Made Easy with CRM

Tech Hiring Made Easy with CRM

Time is money in the world of hiring. The difference of a few days could mean the difference between your perfect candidates being available for hire or no longer on the market. This is especially apparent when recruiting technical candidates who are currently experiencing heightened interest in a demanding labor market. Any opportunity to further integrate your hiring process is beneficial to your hiring team.

Funneling the Customer Experience

Funneling the Customer Experience

The battle between technology and the humans who use it has accelerated companies’ inability to deliver excellence to clients, partners and prospects. Why? Because they’re relying on inaccurate and poor data and systems. 

Give Your CRM Data a Good Cleaning

Give Your CRM Data a Good Cleaning

Do you ever wish you could have an additional 30 percent of time during your workday? Do you ever feel you aren’t productive enough with the time you have? According to SiriusDecisions, sales professionals spend, on average, 30 percent of their day researching contact information to enter into a Customer Relationship Management (CRM) tool to resolve incomplete data issues.

Keys to Successful Adoption

Keys to Successful Adoption

Investing in a new technology platform comes with time, learning and trial and error. However, the benefits of adding a system, such as marketing automation, to your organization is worth the investment. These investments, when fully implemented and adopted, can produce an impressive return on investment. They allow organizations to better personalize their efforts with customers and improve their actions moving forward. 

With Data Comes Power

With Data Comes Power

In the Brothers Grimm fairy tale “Rumpelstiltskin,” a poor miller’s daughter was able to spin ordinary straw into gold. In many ways, business data is similar in nature: a series of ordinary tables contain rows and columns of data representing business entities, objects, transactions, interactions, numbers, dates and other bits of information that can be transformed into something of value to your business.

CRM Tells All

CRM Tells All

In business, information is power. The better and more complete the information available to your team is, the greater the potential to achieve even greater results. The same mindset is applicable with Customer Relationship Management (CRM) information.

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