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.
- 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.
- 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.
- 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.
- 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.
- 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
Here is a link to Quick Takes video shoot taken at the Illinois State Bar Association (ISBA). Our team member talks about Office 365 – the collaboration productivity software suite from Microsoft. Check out why Office 365 is your office in the cloud and start logging billable hours from anywhere on any device.
Four Key Components of a Robust Security Plan Every SMB Must Know
Most businesses are now technology dependent. This means security concerns aren’t just worrisome to large corporate enterprises anymore, but also the neighborhood sandwich shop, the main street tax advisor, and the local non-profit. Regardless of size or type, practically any organization has valuable digital assets and data that should not be breached under any circumstances.
This makes it the responsibility of every business, especially those collecting and storing customer/client information, to implement a multipronged approach to safeguard such information.
Yes, we’re looking at you, Mr. Pizza Shop Owner who has our names, addresses, phone numbers, and credit card information stored to make future ordering easier and hassle free.
Today’s SMB Needs a Robust Security Plan
Protecting your business and its reputation comes down to developing, implementing, and monitoring a robust security plan that adequately addresses everything from physical access and theft to the threat of compromised technology security. This involves defining and outlining acceptable uses of your network and business resources to deter inappropriate use. Here are four key components to consider.
Network Security Policy: Limitations must be defined when it comes to acceptable use of the network. Passwords should be strong, frequently updated, and never shared. Policies regarding the installation and use of external software must be communicated.
Lastly, if personal devices such as laptops, tablets, or smartphones are accessing the network, they should be configured to do it safely, which can be done easily with a reliable Mobile Device Management (MDM) solution.
Communications Policy: Use of company email and Internet resources must be outlined for legal and security reasons. Restricting data transfers and setting requirements for the sharing or transfer of digital files within and outside of the network is recommended. Specific guidelines regarding personal Internet use, social media, and instant messaging should also be clearly outlined. If the company reserves the right to monitor all communication sent through the network, or any information stored on company-owed systems, it must be stated here
Inappropriate Use: Obviously, any use of the network or company-owned system or device to distribute viruses, hack systems, or engage in criminal activity must be prohibited with the consequences clearly noted. Any website that employees cannot visit should be identified if not altogether blocked and restricted. For instance, downloading an entire season of True Blood from a Bit Torrent site isn’t an acceptable use of company Internet resources.
Stay Secure My Friend… More Hackers Targeting SMBs
Many SMBs don’t realize it, but the path to some grand cybercrime score of a lifetime may go right through their backdoor. SMBs are commonly vendors, suppliers, or service providers who work with much larger enterprises. Unfortunately, they may be unaware that this makes them a prime target for hackers. Worse yet, this may be costing them new business.
Larger companies likely have their security game in check, making it difficult for hackers to crack their data. They have both the financial resources and staffing power to stay on top of security practices. But smaller firms continue to lag when it comes to security. In many cases, the gateway to accessing a large company’s info and data is through the smaller company working with them. Exposed vulnerabilities in security can lead cybercriminals right to the larger corporation they’ve been after.
Cybercriminals Target Companies with 250 or Fewer Employees
Research is continuing to show that cybercriminals are increasingly targeting smaller businesses with 250 or fewer employees. Attacks aimed at this demographic practically doubled from the previous year. This news has made larger enterprises particularly careful about whom they do business with. This means that any SMB targeting high-end B2B clientele, or those seeking partnerships with large public or government entities, must be prepared to accurately answer questions pertaining to security. This requires an honest assessment of the processes taken to limit security risks.
View Security Measures as Investments
CEOs must start viewing any extra investment to enhance security as a competitive differentiator in attracting new business. Adopting the kind of security measures that large enterprises seek from third-party partners they agree to work with will inevitably pay off. The payoff will come by way of new revenue-generating business contracts that will likely surpass whatever was spent to improve security.
Would-be business partners have likely already asked for specifics about protecting the integrity of their data. Some larger entities require that SMBs complete a questionnaire addressing their security concerns. This kind of documentation can be legally binding so it’s important that answers aren’t fudged just to land new business. If you can’t answer “yes” to any question about security, find out what it takes to address that particular security concern.
Where a Managed Service Provider Comes In
Anyone who isn’t yet working with a Managed Service Provider (MSP) should consider it. First, a manual network and security assessment offers a third-party perspective that will uncover any potential business-killing security risks. A good MSP will produce a branded risk report to help you gain the confidence of prospects to win new business.
A MSP can properly manage key elements of a small company’s security plan. This includes administrative controls like documentation, security awareness training, and audits as well as technical controls like antivirus software, firewalls, patches, and intrusion prevention. Good management alone can eliminate most security vulnerabilities and improve security.
Cloud Monitoring Can Be the Difference Maker for SMBs
It’s a fast-paced world. Not only do people want things, they want things right now. This sometimes-unnerving need for instant satisfaction has only intensified now that we have Wi-Fi and mobile devices that keep us connected regardless of where we are, what we’re doing, or the time of day. There is no longer any tolerance whatsoever for waiting. A business with a website that fails to load, or loads too slowly, will lose customers and leads to competitors.
So what has your business done to address this need for constant accessibility and optimal uptime? Do you feel you’re doing enough to meet the demands and expectations of your customers, new business prospects and those who have just now found you on Google?
If you’re a small-to-medium sized business owner, do you have confidence in your technology infrastructure? Can you say with certainty that your website, internal server, and mobile applications function smoothly, efficiently, and correctly?
When your IT team leaves work to go live their lives, are you confident that things won’t go bump in the night? That you won’t be ringing their cell phone while they’re out having dinner with their family, or worse yet, sleeping?
If you answer no to these questions, you may be one of the many small business owners who could benefit from cloud monitoring. And you’ll be pleased to learn that cloud monitoring can significantly improve all facets of your business – especially your service, productivity, reputation, and profitability.
What is the Cloud?
According to a study conducted by Wakefield Research, 54% of those questioned responded that they’ve never used cloud technology. However, the truth is that they’re in the cloud everyday when they bank or shop online and send or receive email.
Business owners, specifically non tech savvy small business decision makers, are still apprehensive when it comes to moving their server and web monitoring services to the cloud. But FDR’s famous quote, “The only thing we have to fear is fear itself,” definitely applies here. The cloud is nothing more than moving the storage and access of your data programs from a computer’s physical hard drive to the web. There is nothing to fear.
Benefits of Cloud Monitoring
Obviously, these physical and virtual servers, their shared resources, and the applications they run on, must be monitored. This can be done from multiple remote locations and it’s called cloud monitoring.
Cloud monitoring makes it easier to identify previously unseen patterns and potential problems within your infrastructure–issues that may be too difficult for any in-house support staff to detect. For instance, monitoring ensures that your site is delivering accurate page content and is meeting anticipated download speeds. It can detect unapproved changes, website tampering, and compromised data.
The continuous analyzing and testing of your network, website, and mobile applications can reduce downtime by as much as 80%. The speed and functionality of e-commerce transactions are also optimized. Additionally, cloud monitoring tests your email server at regular intervals, which minimizes failure deliveries and other issues pertaining to sending and receiving emails.
Clearly, all of the above, along with the alerts that help identify and fix issues before they become catastrophes, make cloud monitoring an attractive way to gain insight into how end-users experience your site, while also enhancing their overall experience.