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.