Archive for the ‘Sales Strategy’ Category

Let’s Get Social – Announcement from Microsoft

Microsoft announced a new update on October 25, 2011 in a press release that will allow for social capabilities.  Social CRM seems to be the hot buzz word in the marketplace as organizations are now trying to tap into integrating CRM with social technologies.  GM of Microsoft Dynamics CRM Product Management Group was quoted in saying, ” Across Microsoft, we deliver social capabilities that help customers and businesses build more productive relationships.  By bringing together new social collaboration capabilities in Microsoft Dynamics CRM with familiar collaboration technologies such as Office, SharePoint and Lync, businesses will be able to expand their relationships with customers and gain even deeper insight and understanding.”

The new release will include the following capabilities:

  • Activity feeds:  Real-time notifications on important relationships and significant business events.
  • Mobile activity feeds:  View your feeds when you’re away from your desk and out of the office.
  • Micro-blogging:  Status updates and notifications regarding important events and actions.
  • Conversations: Post questions, observations, suggestions and status updates.  This will allow users to collaborate in real-time.
  • Automated activity updates: Post information to activity feeds directly.  This includes a subscribe function.

With these new capabilities, Microsoft is continuing to place itself as one of the top players and game changers in the CRM marketplace.

CLICK HERE TO READ THE FULL RELEASE

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The Answers You Need, Anytime, Anywhere

With today’s competition, if you’re not going mobile, you’re going backwards.

Make no mistake, mobile Business Intelligence is coming fast and its impact will be significant and lasting.  QlikView offers the first Business Discovery mobile BI experience.  It puts business users in control of exploring and exploiting their data without limits on any device.

Mobile Business Discovery offers new possibilities to bring informed answers right to the spot where people are asking questions.  This white paper provides a glimpse into some of its game-changing facets.

Where do you discover?

Get a copy for yourself.  ACCESS NOW

About the paper:

Mobility Is Exploding: Are You Ready?

This paper deals with the explosion of mobility and the implications for business users.  Includes use cases for how business users can bring business discovery tot he front lines of the business.  Written by CITO Research and sponsored by QlikView.

 

 

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Modesty and Honesty are Always the Best Policy

I enjoyed reading this article entitled the “Seven Personality Traits of Top Salespeople.”  The author Steve Martin identifies what to some may sound counter-intuitive: (1) That most successful sales professionals scored high on the “Modesty and Achievement Orientation” portion of the referenced personality test, and (2) That most successful sales professionals show 30% less gregariousness.  Those findings sure correct two oft-repeated salesperson stereotypes!

Here is the complete list of characteristics according to Martin that great salespeople demonstrate: 1. Modesty. 2. Conscientiousness. 3. Achievement Orientation. 4. Curiosity. 5. Lack of Gregariousness. 6. Lack of Discouragement. 7. Lack of Self-Consciousness. The following sentence particularly struck me as critically informative to sales professionals.  “The evidence suggests that the personalities of these truly great salespeople play a critical role in determining their success”.  After reading that, one might ask this obvious question.  If you seek the highest performance in the IT sales profession, how do your characteristics, preferences, and tendencies compare to this list?

Clients will be the first to tell you that what they are looking for in IT service partners is straightforward — serious, disciplined, highly competent professionals. The article is clearly stating that clients in fact will only trust professionals who are perceived as both authentic and intentional.  In complex IT solution sales, be it BI or CRM solutions, or IT technical staffing services, clients are demanding from partners both solutions they can have confidence in, and teams they can trust.  The central point comes down to this — clients are not interested in big sales personalities that have overwhelming levels of self-confidence.  Sales people that don’t have the traits identified in Martin’s article most often come across as self-centered, and perhaps even sketchy – and won’t exude the characteristics that grow into a relationship based on confidence and integrity.

Here are four quick questions for every IT sales professional to ask themselves.

  1. Are you in an IT sales profession because of an extraordinary interest in successfully addressing client needs?
  2. When notified that a client is extending their trust to your firm, is your first reaction a commitment to perform above their expectation?
  3. Once you have learned enough to close the sale, is the next step to engage your team to learn even more about the overall picture of client requirements so you know enough to drive a successful project?
  4. Does the resultant detailed discovery and understanding precede any effort to optimized client business processes, skills and talents, and enabling technologies?

Modesty is first on Steve Martin’s list. In other words, do you have enough modesty not to start every IT services relationship or project with ready-made answers?  Modesty in face of complexity demands a firm start it’s relationships and projects with a motivated and discerning team of subject matter experts who are committed to the tireless and creative effort of addressing client interests within the client’s boundaries and frameworks.

This is how this value chain works.  If your firm and its individuals can wrap themselves around the natures and culture identified in this article, you will improve your ability to drive client success. Client success is the underscoring prerequisite to personal success.

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Microsoft Dynamics CRM: A Leader in 2011 Magic Quadrant for CRM Customer Service Contact Centers

Gartner conduct a research report and placed Microsoft among the CRM software leaders for customer service contact centers.  Brad Wilson, General Manager of Microsoft Dynamics CRM stated, “Microsoft Dynamics CRM, through its familiar, intelligent and connected experiences, gives customer service professionals a complete view of their clients, along with insightful and actionable guidance enabling them to deliver the best possible customer service.”

Microsoft has been able to leverage their presence among customer service professionals through the new version of their Customer Care Accelerator available with Microsoft Dynamics CRM 2011.  To learn more about this feature, CLICK HERE.

To read the full Gartner Magic Quadrant report, CLICK HERE.

 

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From Optional to Necessity: Key Features That Impact Daily Business Processes

A little over a decade ago, CRM could have been considered optional, a nice upgrade to one’s sales process. However, it now seems that CRM is not only prevalent but a necessity. Brad Wilson, General Manager of Microsoft Dynamics CRM 2011 stated in an interview with Software Advice, “It is a critical tool for differentiating your business and building your customer service. Customers expect more in this day and age and the capabilities within Microsoft Dynamics CRM make those demands easy to meet.”

The article that highlights the mentioned interview above identifies four ways Microsoft Dynamics CRM 2011 has changed the CRM landscape and put its mark on the CRM game. There are two features that I feel really stand out and enhance the business process on a daily basis.

1)  “Flexible Configuration and Customization: With Microsoft Dynamics CRM, you can create point and click configurations and easily turn a vanilla solution to one specific to your business needs.” Now more than ever, business processes are manageable and elevated to new heights with this ability to customize almost every facet of CRM.

2) “Better User Experience: User adoption is the number one pitfall of implementing a new technology solution.” There is an important emphasis on the functionality for the end user, which is sure to quickly become a favorite among the people who utilize this tool the most.

Although I only highlighted two key features that I feel are sure to make Microsoft Dynamics CRM 2011 an instant favorite, there are a number of different features that cater to one’s overall business strategy.

To read the full article, Click Here.

Feel free to also check out my previous entry that also delves into some key enhancements, Click Here.

-C.E. Greenbauer

 

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Enhancements For the End User: New Features of Microsoft Dynamics CRM 2011

Now that Microsoft Dynamics CRM 2011 has been released, let’s take a moment to look at some new enhancements and features that are available.  Luckily for me, as I am an end user, most of these features and applications apply to people that rely on this tool the most.  As you may have read in the previous blog post, “Perspective From the Everyday User…”, I stated that it can sometimes be difficult for end users to make changes to CRM without having to get in touch with an IT professional; however, it seems MSCRM 2011 has heard our cry for help and made it easier for us to personalize and customize our CRM tool.  This is just one example of the improvements that have been made for the everyday user.

According to a recent blog entry from crmsoftwareblog.com entitled, “Microsoft Dynamics CRM 2011: Top Features to Be Excited About” outlines a handful of features that could encourage organizations to upgrade CRM 4.0 or even consider switching over to MSCRM 2011 entirely if they are using a different system. 

Compliments of Ben Dzanic

 As I stated above, one of the main enhancements is the ability to personalize and customize.  With drag and drop functionality and an actual customizations tab, making simple changes to your personal setup is now faster and more sufficient.  It’s also important to emphasize the real-time dashboards and graphical charts.  One disadvantage with CRM 4.0 was the lack of visuals through charts and graphs.  Now the end user can create and apply an array of data into charts and graphs, place them on their dashboard, and even make that dashboard their homepage.  

Additionally, some other important features for the end user reside in the ability to assign team ownership to records and even a goal management function.  Team ownership is important as often times there is not one sole owner of an account or record.  Now one can apply a certain team to records; for instance, the inside sales team.  The goal management feature provides the ability to track personal goals and stay on track throughout the week, month, quarter and year. 

Now let’s switch gears and take a look from a developer’s perspective on what makes Microsoft Dynamics CRM 2011 great for the IT folks.  Just like the end users, it seems easier for developers to customize and personalize.  According to our sister-blog .NET’ers, there are some changes when it comes to form scripting, web services, JavaScript libraries and plugins, but there seems to be a general consensus that Microsoft Dynamics CRM 2011 has made great strides from a customization and development aspect for both the end user and IT professional.  Here you can find some great resources and videos for Customizing and Developing MSCRM 2011.

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From The Cloud to On-Premise: Microsoft Dynamics CRM 2011 Is On the Market

Straight from the release party in Redmond, Washington!  Today, Microsoft announced its newest CRM tool, Microsoft Dynamics CRM 2011, is now available for on-premise and partner-hosted deployments.  This launch accompanies the earlier release of Microsoft’s Dynamics CRM Online in January.  It’s now available worldwide and can be downloaded through the Microsoft Download Center.

According to Microsoft’s recent press release, “Microsoft Dynamics CRM 2011 provides customers and partners with a wide range of benefits, including point-and-click configurability, enterprise scalability, and easy interoperability to existing applications and databases.”  There seems be a significant emphasis on some major upgrades through powerful dashboards, user personalization and customization, optimal integration with Outlook and SharePoint; as well as, new intelligent experiences with guided dialogs, goal management, and business intelligence functionality.

This innovative CRM solution promises to makes some waves and catapult Microsoft into the upper echelon of the CRM industry.  The full version of the press release can be found here: http://www.microsoft.com/Presspass/press/2011/feb11/02-16OnPremisesPR.mspx

Also, be sure to sign up for our Microsoft Dynamics CRM 2011 Webinar on 2/24/11 @ 10:00am MST Here.

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The CRM Game Changer Webinar: 2/24/2011 10:00am

February 24th, 2011 will mark the third webinar TopLine Strategies will host regarding the latest version of CRM from Microsoft.  What makes this event so special is the fact that not only have we had the opportunity to polish our presentation, but everyone will have an opportunity to download a beta and start utilizing the newest features after the webinar as Microsoft Dynamics CRM 2011 is now available on the cloud.  For the less adventurous, our webinar will cover the newest features and applications this version has to offer.

The webinar will focus on the complete integration Microsoft Dynamics CRM 2011 offers with Microsoft Outlook and SharePoint, new powerful dashboards and the advanced ability to personalize and customize.  Not to mention some of the unique applications, such as a dialogue and goal management feature.  So if you’re in the market or just looking to gain a better understanding of this particular CRM solution, our webinar should be informative.  Sign up for our webinar today!

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The New Kid On the Block: Microsoft Takes An Aggressive Marketing Approach

As of mid-January, Microsoft has released its latest version of CRM to the cloud.  It’s been a long time waiting, over four years to be exact, since Microsoft has released a version of Customer Relationship Management.  Microsoft Dynamics CRM 2011 is currently available for cloud users and is expected to be on-premise February 28th.

With this exciting new software, Microsoft expects to become an even bigger player in the CRM game.  Judging by their marketing strategies, it looks like they are trying to make a big splash.  According to a December press release, entitled “Microsoft Dynamics Introduces ‘Cloud CRM for Less’ Offer,” on December 6, 2010, Microsoft released an open letter to Salesforce.com users stating “Don’t Get Forced.”  It goes on to state, through this offer, Microsoft will rebate eligible customers up to $200 for each user that makes the switch to Microsoft Dynamics CRM Online between now and June 30, 2011. The offer can be applied for services such as migrating data or customizing the solution to meet unique business needs. Check out their Offer here.

It looks like the gloves are off and Microsoft is aggressively looking to place their new CRM solution up there with the other heavy hitters.  According to Michael Park, Corporate Vice President, Sales, Marketing and Operations, Microsoft Business Solutions, and author of the Open Letter, “ At Microsoft, we do not believe you should be forced to pay a premium to achieve business success.”

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Five Signs You Need a New CRM Process

If your weekly sales team meetings look anything at all like the one in this video, you need to contact TopLine Strategies right away!

PS. Many thanks to Michael for playing the role of “Sales Person” in the video.

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