We are pleased to present below all posts tagged with 'Activities'. If you still can't find what you are looking for, try using the search box.
Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.
“Ever since I started having my team re-key data before sales meetings, sales performance has improved” … said no Sales Manager ever.
Read on for the cardinal sin of the sales process when using a CRM solution and ideas you can implement TODAY to make a lasting impact on the way your team manages their pipeline and closes sales.
Using CRM for tracking your pipeline, accounts and contacts? Great! But if you’re not using it as a tool to plan your day, week, month – or more – then you’re missing out. You’re leaving valuable referral sources in the cold. You’re letting opportunities slip through the cracks. And you’re letting your competitors snap up your best customers.
These 4 proven quick tips will help you to make your CRM solution into a strategic planning tool.
As a sales manager, are you using your CRM solution to plan forward, or simply reflect backward? Planning forward will help you help your team members prioritize their time, make better judgement calls about activities associated with leads/opportunities and ultimately close more deals. This article discusses a more effective way to conduct sales meetings, whether weekly catch-ups with sales reps or all-in sales team calls.
Let’s face it, customer relationship management applications can be confusing. There are lists of lead, accounts, contacts, opportunities and – in some cases – other things like products, quotes and orders. With all of these things you can do, we are frequently asked, “where do I begin and how do I start each day with my CRM application?”
The answer is simple … but how you arrive at the simple solution takes some discipline.
Inside Sales teams are rapidly replacing traditional sales teams. This approach to sales is resulting in significant productivity gains, improvements in responsiveness to prospects and customers, and cost savings. It also introduces an ability to have a much tighter and more buyer-driven sales process. But it also requires some rethinking of the tools used in CRM to support the sales function.
Activity planning and management is one of those areas. Learn how queues can boost the productivity of the Inside Sales team.
If you’re not using CRM as a tool to plan your day, week, month – or more – then you’re missing out. You’re leaving valuable referral sources in the cold. You’re letting opportunities slip through the cracks. And you’re letting your competitors snap up your best customers.
This article takes a look at how to use CRM as a planning tool.
Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.
Our Project Managers use Microsoft CRM to manage and track all of our projects – including the project plans, financials, time tracking and expenses. When combined with SharePoint, our Agile Project Management solution has become a great way to carefully track all the details of our projects and communicate with our clients. During a recent update to this solution, our Project Managers asked us if we could use a different view for the Time Tracking entity than the associated view.
After doing a bit of research we found that this is possible to some extent, but it is not well documented. So here are some options for changing the associated view on a specific Microsoft Dynamics CRM 2011 form.
It has come to our attention that the Activity Feed solution is temporarily unavailable for download from the Microsoft Marketplace (the link for the download had been: http://pinpoint.microsoft.com/en-us/applications/microsoft-dynamics-crm-activity-feeds-12884926310).
Fortunately, we had downloaded a recent copy of this for a client deployment. If you need a copy of the file, please contact us (click here) and request the file and we will email it to you. To install it:
It is provided without warranty, but we have installed it in a test environment and it works without an issue. If you become aware of the download becoming available again, please reply to this post so we can update it accordingly.
UPDATE 6/11/2012: The solution is now available from the Microsoft Marketplace again. You can now visit the above link to download it directly. Cheers!
This weekend I’ll be packing my bags and heading off to Houston, TX to attend Microsoft Convergence 2012 to experience all of the Microsoft Dynamics CRM goodness I can get. I’ll plan to publish at least a couple of blogs while I’m there on whatever news or tips I can pick up. Feel free to leave a comment here if you’d like to request any specific topics
Are you planning to attend? Great! Ping me and let’s plan to chat. It would be great to network with individ ...
Activity feeds are a great new feature of CRM 2011. But, as compelling as they are, there is a problem. Getting users to adopt them can be daunting. Some users are not yet comfortable with social networking. Others don't want to have to go to yet another place to track and record information. Still others just have a hard time establishing new habits and work patterns.
But starting to get value out of activity feeds doesn't have to be difficult. This article outlines 3 practical ways that we have been working with activity feeds to boost the value of them, and the adoption of them by users. Read on for more - including a free solution to expand how activity feeds are used in your organization.
This is the third in a three part series I’ve been writing on Microsoft Dynamics CRM 2011 and Microsoft Outlook integration. In the first two blogs, we reviewed the pros and cons of using CRM 2011 for Outlook and CRM 2011 for the Web. In this article, we will take a look at CRM 2011 and Outlook functionality that everyone in your organization should use (regardless of whether they are using CRM 2011 for Outlook or not). This integration functionality is easy for users to understand, saves a lot of time, and enables your organization to better track interactions with customers and other stakeholders.
For the previous two articles in this series see:
Activity Feeds are a great new social feature in CRM 2011 that was made available with the November 2011 update. Many organizations using CRM 2011 have begun to gain tremendous benefit by enabling Activity Feeds and training their users on how to take advantage of them. Not as many, however, have started to use the Activity Feeds app for their Windows Phones yet. This app has some great features, but it also takes a few tricks to get it working with CRM 2011. This post will focus on the specifics of using Activity Feeds on a Windows Phone – and fixing a known bug with CRM 2011 Online and Activity Feeds on your Windows Phone.
This is the first of a 3 part series of blogs that I’m writing on Microsoft CRM and Outlook.
With CRM 2011, Microsoft introduced significant new enhancements in how CRM works with Outlook. These changes also introduced some differences in how the Outlook and Web versions of CRM work. In previous versions, if you trained users on one version, they had all they needed to know in order to use either version. Businesses now need to make an important decision on which version of CRM they will initially train their users on. Users, too, need to decide which version of CRM they are going to use on a day-to-day basis. This series of blog entries will examine the pros of using CRM for Outlook, then the benefits of CRM for the Web and will conclude with the CRM and Outlook functionality that you should use regardless of which version of CRM that you’re using.
This first article will focus on the 6 reasons why you should consider using CRM for Outlook as the primary way that you use the CRM application. Dynamics CRM has always had better Outlook integration than any other CRM system on the market (no surprise there). With all of the new features and Outlook integration that Microsoft has introduced in CRM 2011, the reasons for using CRM for Outlook are stronger than ever.
The failure to understand and execute an effective activity management process is a leading cause of poor CRM adoption. There are a variety of issues that can make activity management confusing and frustrating for users in ANY CRM system. In this posting, I've detailed 11 suggestions for improving your activity management process.
This is only a starting point. Proper use of Queues and Workflows - in particular - are areas that can also improve your activity management efficiency and results.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.