You are here

Sales Management

Microsoft Dynamics CRM - Independent Sales Rep Access

Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working? 

The following steps will help you achieve this via the use of Access Teams:

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. 

Clearing Sales Hurdles with CRM

Clearing Sales Hurdles with CRM

The goal of a sales department is straightforward: make revenue for the company with new and current clients. Salespeople must be fast and efficient with finding leads, qualifying them, then closing the sale…something much easier said than done. One of the most valuable assets for business leaders and sales departments is time and, unless the laws of physics have changed, everyone gets the same 24 hours per day. Bottlenecks and hurdles occur more often than expected, eating into your day.

Pages