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Which CRM solution is right for your organization?
/in Blog, Customer Relationship Management /by wpengineCustomer relationship management (CRM) software empowers businesses of all sizes and sectors to make smarter, more accurate decisions.
According to some estimates, over 90 percent of companies make use of a CRM solution—and for good reason. On average, CRM solutions see a return on investment of $8.71 for every dollar that you invest.
Despite the obvious benefits of CRM software, however, it’s not so obvious how to choose the best solution for your organization. There are a lot of options available to you. Plus, your company’s situation may be influenced by a number of different factors:
Whether you’re making your first CRM purchase or replacing an existing system, this article will go over the most important concerns that you should consider when choosing a CRM solution.
Defining CRM return on investment
There are essentially three different approaches to CRM solutions: basic, standalone, and integrated.
No matter which type of CRM you select, you need to understand the value of your CRM solution to evaluate whether it’s the right choice.
For example, focus on how a CRM will improve your customer relationships by giving you easy access to important metrics and key performance indicators, as well as helping you manage connections on social media.
On paper, defining the ROI of a given CRM is easy: simply weigh the costs of using it against the benefits that you gain by doing so.
In practice, however, calculating CRM ROI involves a good deal of subjective assessments and estimates about how much given features are worth to you. Note that most of the value you extract from your CRM will likely come from a few of the most frequently used functionalities.
CRM factors to consider
The cost of a CRM solution is perhaps the best factor to contemplate first since it can disqualify certain options right off the bat. Consider questions such as:
CRM software comes with many different features and functionalities. Some of the capabilities that might interest you include:
Depending on your business, you may have other questions to ask when evaluating CRM software options, such as:
Final thoughts on your CRM solution
With so many advantages at stake, deciding on the right CRM solution isn’t a task to be taken lightly.
If you need help selecting the right CRM software for your business, contact your IT managed services provider for additional guidance.
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/in Blog, Managed Services /by wpengine“We’ve been with CCS for a little over 10 years now, so that speaks for itself that we’re really satisfied.”
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4 Microsoft Dynamics CRM tips to help you become a superuser
/in Blog, Customer Relationship Management /by wpengineMicrosoft Dynamics CRM is a customer relationship management (CRM) software package from Microsoft. Dynamics CRM is intended to help users improve the productivity and effectiveness of their sales and marketing campaigns and get better business insights, especially by integrating with other Microsoft products such as Office 365.
If you’re like most Dynamics CRM users, you’ll want to get the most mileage out of the application, uncovering any hidden tips and tricks that’ll help you along the way. In this article, we’ll go over 4 Microsoft Dynamics CRM tips that’ll help you become more efficient.
1. Know your keyboard shortcuts
Time is money when you’re working with CRM software, and every little bit can help you become more productive.
Let’s start our Microsoft Dynamics CRM tips with some of the most useful Dynamics CRM keyboard shortcuts.
2. Add members to different marketing lists
Since the release of the 2015 version of Dynamics CRM, you can now add Leads, Contacts or Accounts from one marketing list to another marketing list. This saves you the time and effort of looking up and adding each member individually.
Here’s how you can do this.
3. Use business rules
One of the benefits of CRM software such as Dynamics CRM is the ability to define your own business rules.
In Dynamics CRM, business rules are pieces of business logic that can be expressed by non-technical users, without having to write code in a programming language such as JavaScript. This empowers business users because they no longer have to wait for developers to do the work they need.
In fact, this is so powerful that our list of Microsoft Dynamics CRM tips wouldn’t be complete without it.
For example, users can define a business rule that hides a field or changes the value of it based on the size of a value in another field.
To use business rules in Dynamics CRM, select the Fields or Business Rules section beneath a given entity when you’re in the Solutions section. Keep in mind, however, business rules can’t replace all the functionality you can achieve with JavaScript.
4. Automatically generate documents
Sales and marketing campaigns are absolutely rife with piles of paperwork that must be created and reviewed. You can save yourself time and improve your customer relationships by automatically generating templates in Microsoft Word.
Here’s how to do it.