30 Apr

5 Reasons to Choose Dynamics 365 for Sales

According to Aberdeen’s most recent reports, 87% of best-in-class companies use CRM – because CRM works. The reason it works is because CRM does more than organize customer data for you, it also helps salespeople perform better and close more deals. Read today’s post to learn more about how Dynamics 365 CRM for Sales helps your hard-working salespeople maximize their opportunities and increase revenues companywide.

Don’t feel like reading? Get all the info and more when you join us and our partner QuantaCRM for an informative webinar on “7 Reasons You Need Dynamics 365 CRM Now,” happening May 16, 2017 at 11:00 PM CDT. Register here.

  1. Get Information Anywhere and Any Time – By harnessing the power of the cloud, Microsoft Dynamics 365 for Sales helps your salespeople qualify leads, prepare quotes, and manage their pipeline – no matter where they are. Since the software is based on the cloud, it’s updated in real time and accessible and usable on a smartphone, tablet, or other mobile device. That means your salespeople can close deals right on the spot.
  1. Stay On Track with Sales Dashboards – your salespeople will have access to important information at a glance with the attractive graphical dashboards located in the CRM. The software organizes leads into easy-to-read funnels and charts that help your salespeople identify opportunity status, sales goals, and active leads (pre-built), or empowers them to customize their own dashboards quickly with a point-and-click editor.
  1. Increase Competition with Interactive Reports – great salespeople not only compete with each other, they also compete with themselves, setting ever-higher standards for achievement. Interactive reports from Microsoft Dynamics 365 CRM for Sales help your salespeople target and track their important metrics with drill-down, easy-to-build reports that offer natural language Q&As. In addition to the reports in Dynamics 365 for Sales, your salespeople will also have access to a variety of pre-made report templates for Excel, so they can manage their leads and sales forecasts easily. They can also create their own Excel reports that reflect important data, and share them with anyone in your organization.
  1. Find the Next Great Opportunity with Comprehensive Lists – it’s all about the next great opportunity for your salespeople, and when they have access to sortable, filterable, and searchable lists that come with the powerhouse CRM, and can even view, manipulate, and save their list data in familiar Excel without leaving Dynamics 365, they’ll always be on the lookout for more opportunities. Studies show that the more familiar new software is, the better and faster your adoption rate will be, and with a CRM from Microsoft, you can bet the interface will be familiar to all your employees.
  1. Ensure Follow-Through with the Business Process Bar – when your salespeople access leads in the system, they’ll always see the business process bar at the top, an exciting feature of Microsoft Dynamics 365 CRM for Sales. The bar tracks their progress as they develop an opportunity, outlining each step in the sales process and identifying clear, logical next steps for your busy salespeople. This will help them ensure follow-through and stay up to date with the latest developments in even the lengthiest sales cycles.

And There’s More…

From Skype integration for sales calls and collaboration, to OneNote integration for one-stop sales data collection (including audio notes!), to document collaboration for quotes or proposals, Microsoft Dynamics 365 for Sales has even more tools to help your team close more leads and increase revenues – that’s a win-win for everyone.

We invite you to learn more at our partner webinar, “7 Reasons You Need Dynamics 365 CRM Now,” presented by QuantaCRM on May 16, 2017 at 11:00 AM CDT.

You’ll find out how you can maximize your growth and increase your revenues when you:

  • Centralize customer information
  • Automate marketing interactions
  • Provide business intelligence
  • Facilitate communications
  • Track sales opportunities
  • Analyze data
  • Enable responsive customer service

REGISTER HERE

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26 Apr
25 Apr

Security and your sub-contractors

So you feel relatively comfortable that you have created cyber security around your data and your employees are trained to avoid security errors in their day-to-day business (a MAJOR source of security breaches, by the way). However, you may be overlooking one area where you are exceptionally vulnerable. What protection do you have from those you do business with? If you are a manufacturer, for example, you may have several vendors who provide components and raw materials. How careful are they about data security? Smaller producers and service providers may perceive themselves as not being a likely hacker target, which is incorrect. Small firms are significant targets for data hacking because they have access to larger firms. They can provide a “digital backdoor” to the firms they sell to.

You need to work closely with all of your vendors to ensure that they are as serious about protecting their systems as you are. If you share digital information with your subcontractors, you open a very wide door for any of their vulnerabilities.

And this doesn’t just apply to the manufacturing sector. Medical offices share data, for instance. Consider talking to a security expert to address your vulnerability to a security breach via the very vendors you rely upon. You need to expect as much focus on security from them as you do from yourself.

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18 Apr

Cyber Crime and Security for SMBs

Did you know the illicit trading of personal data was worth $3.88 billion last year? Cyber crime is a growing industry known for its innovation. It goes far beyond the image many of us have of some hacker kid in his basement. Many who engage in this activity are professionals and work in large teams. Some may even be sponsored by governments.

If you follow the news, you can find large corporations and even government agencies who have fallen prey to hackers and had massive amounts of data compromised. Unfortunately, this has led smaller firms to feel they fly below the radar. In fact, the opposite is true. Small businesses-especially those in regulated areas such as medical, financial, and legal services-need to be hyper vigilant about security. The cyber criminals’ professional efforts will outdo your amateur efforts at security.

As a small business, you are vulnerable for two reasons. First, serious hackers see small business as entrances into larger entities. Small firms that have any interaction with larger firms, perhaps as a subcontractor, can be easy targets for professional criminals. Second, the clients or customers of small firms are shown to be less forgiving of data compromises that occur in small businesses.

Security now goes beyond buying an antivirus program online. You should seek professional advice setting up security policies and business continuity plans, or testing these policies on a routine basis. A professional can spot vulnerabilities and prevent breaches before they occur.

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11 Apr

Government regulations

Any business that stores customer payment information must comply with a number of state and federal regulations. The legal, healthcare, and financial sectors have a number of laws tailored specifically for them (such as HIPAA or CISPA). If you run almost any kind of professional practice or agency you probably have very specific data security requirements. Running afoul of these regulations puts you at risk for legal action and probably means that you have bad security in place.

As a professional, your focus needs to be on your clients and running your firm. Regulatory requirements to ensure data security can be complex and include rigorous testing requirements. Ensuring compliance with the regulations can be a serious distraction for you and take you into territory where your experience is limited.

One of the best solutions is to work with a third party who has strong credentials in the area of regulatory compliance and data security. When you are working with a third party to set up security or data storage, make sure that they have experience working in your industry. Finding a service provider with experience in your profession can give you peace of mind knowing that you can focus on running your business without the distraction of ongoing technology concerns.

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04 Apr

Higher goals get dragged down by Tech: The NPO story

Higher goals get dragged down by Tech: The NPO story,

If you are a smaller Not-for-Profit, it is likely that your organization has been driven from its inception by individuals strongly motivated with a passion for their cause or humanitarian goal. As a result, it is also possible that the leadership has little interest in developing the administrative technology infrastructure that is necessary for any organization to function in the internet age.

Failure to understand and focus on technology can damage an organization’s growth and success. However, NPO leadership has to be laser focused on the day-to-day struggles of the organization such as seeking funding, keeping the doors open, and pursuing the mission. As a consequence, technology infrastructure may be cobbled together as an afterthought; resource limitations may lead to short term tech decisions that can be wasteful and more expensive in the long term.

An NPO, with its tight budget margins, is an excellent example of an organization that could benefit from outsourcing its fundamental tech needs to a MSP. A MSP can determine short and long term needs, assess possible solutions, and propose the most cost effective tech solutions to ensure a stable, long-term tech infrastructure. Without the time or stomach for administrative distractions, NPOs may continue to use the break/fix model, making less informed tech decisions that may ultimately waste precious resources. Good and careful planning with a professional can mean a better strategic use of organizational resources far into the future.

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