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Posts Tagged 'Sales'

We are pleased to present below all posts tagged with 'Sales'. If you still can't find what you are looking for, try using the search box.

20 CRM Adoption Options

Few businesses would argue the value of a good CRM solution anymore. But adoption remains a significant challenge. Our own research shows that 40 percent or more of organizations continue to struggle with getting their teams to adopt CRM. So here are 20 ideas to consider to help drive the adoption of CRM within your organization.

How To Create Marketing Email Templates That Connect To Outlook: Part 1

This entry will discuss how to create marketing email templates in Microsoft Dynamics CRM that we can connect to Outlook, saving your friends in Sales a boatload of time while ensuring brand standards and copy consistency guidelines are met.

Five Tips For A More Memorable Marketing Strategy

Your work is too important to be just a daydream. Map it out. Be accountable. Refer back, make edits, and keep climbing. This isn’t a race, but a really fun ride and you’d best be prepared.

Salesforce 1 – New Mobile App for Salesforce.com

Salesforce 1 was recently announced at Dreamforce ‘13 and this app will make you love being out of the office! It gives you easy access to your data with a great mobile user interface. There are a lot of new features / areas to this new app and we will only begin to scratch the surface with this blog but I wanted to give you a tour so you can have some insight before you begin to use it.

Use C5 Insight's RFP Manager to Score a Win!

Receiving a Request for Proposal  (RFP) or Request for Quotation (RFQ) is generally thought of the same way as a dental appointment a dreaded but necessary activity. As a result, most sales professionals maintain the belief that it's OK to slap a response onto a couple pages in response to the RFP because they have such a great bond with the prospect. I don't agree with this mindset and I'd suggest those professionals should consider a more systematic approach.
 

Tracking and Approving Sales Commissions in SharePoint

As a company that provides customer relationship management (CRM) services, we’re big advocates of using your CRM system to track and approve sales commissions.  But sometimes it can be impractical to do this.  This is particularly true in complex organizations, small organizations or fast-growing organizations where you need the flexibility to quickly adapt your commission model to a changing situation in the marketplace.  Long-term, everyone should aim to handle commissions in their CRM system, but what do these organizations do in the short-term?

The good news is that SharePoint is an excellent tool for giving you all of the flexibility you need, while still having an efficient process for setting, tracking and distributing commissions.  Here’s how it can work for you.

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.