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If the Customer is King, then SaaS is Queen Professional Services Journal Blog

By Kevin Sequeira, General Manager at Tenrox by Upland In the last decade there has been a major shift in consumer behavior. The combination of mobile access to information along with the exponential growth of online purchasing, has strengthened the notion of globalization and the ability to conduct business across borders. Simultaneously, the software industry [...]

B2B Sales Teams, Waiting to Engage Buyers Is Costing You Trapit - Blog

When should sales reps engage with buyers? It's a question that all marketing and sales leaders ask themselves. To complicate matters, there’s a statistic out there that many thought leaders cite: Buyers typically are 57% through their buying process before they engage a salesperson. So, should sales reps sit at their desks and await perfect, sales-ready buyers to raise their hands and exclaim, "Show me the contract"? Absolutely not. In fact, waiting is detrimental to your company. Let's take a look at what happens when you wait.

5 Signs Your CRM Engine Needs a Data Tune-Up Salesforce

Since the start of 2016 I've been seeing a steady stream of advice for sales. Everything from coaching, reaching the C suite, sales performance, forecasting, advancing deals, and the even the importance of how you use your CRM. I haven't seen much about data (probably because it's less glamorous),...

Millennials: Keeping the New Workforce Engaged with Unified Communications Inside the Asterisk

    Why should businesses care about what millennials want from their employers? Millennials, the generation of 18-35-year-olds, are projected to make up approximately 75 percent of the workforce within the next 15 years (according to the U.S. Bureau of Labor Statistics). Whether working for a small to medium-size business (SMB) or in a larger enterprise, millennials typically don’t stay in the same job for long. The majority of these young workers leave a position within three years; and research indicates it costs between $15,000 and $25,000 to replace each worker. With that much on the line, a company’s … Continued The post Millennials: Keeping the New Workforce Engaged with Unified Communications appeared first on Inside the Asterisk.

Track incoming email from anywhere with the new CRM App for Outlook Microsoft - Dynamics CRM Team Blog

Looking for a way to copy incoming email activities from Outlook Web App to Microsoft Dynamics CRM? Now if you’re using CRM Online and have installed CRM Online 2015 Update 1, you can use the new CRM App for Outlook to do just that.  CRM App for Outlook is a lightweight app for Office that you can use together with Outlook Web App (included with Office 365) or Outlook 2013 (desktop app). When the app is installed, CRM data appears in context with your Outlook messages. With Dynamics CRM App for Outlook, you can tap the power of CRM while working in the familiar Outlook environment. For example, you can:  Preview information about contacts and leads stored in CRM. Find a phone number or company name for a contact or lead, preview the last and next activities for that contact or lead, or see other related records. You can open CRM records directly from the app to find or enter more detailed information. Track an incoming email message and (optionally) link it to an existing record in CRM. For example, you might want to link an email message to a specific account or opportunity.  If a record doesn’t exist, you can create it right from within the app! You can also find out whether an email message is already tracked, and change the regarding record. Create CRM contact or lead records for people on the From list if they aren’t already included in the CRM database.  You can also create new CRM records for any entity as long as the entity has been enabled for mobile and for multi-entity search. So how is CRM App for Outlook different from the CRM for Outlook add-in? Microsoft Dynamics CRM already includes a full-featured CRM add-in for Microsoft Outlook called Dynamics CRM for Outlook. With Dynamics CRM for Outlook (also known as the “Outlook client”), you can do all your CRM work within the familiar Outlook interface if you choose. You can even work offline with Dynamics CRM for Outlook.  Dynamics CRM App for Outlook is a lightweight app that enables you to easily track incoming email, wherever you are. The following table contrasts Dynamics CRM App for Outlook with Dynamics CRM for Outlook: Dynamics CRM App for Outlook is offered as a Preview feature. Preview features must be enabled by a CRM system administrator and are subject to special terms of use. For more information on Dynamics CRM App for Outlook, including prerequisites for deploying and using the app, see the CRM App for Outlook User’s Guide. For information on Dynamics CRM for Outlook, see the CRM for Outlook User’s Guide. For other great CRM content, visit our CRM Help & Training site.   Track on! Bryce Holmes Content Developer Microsoft Dynamics CRM 

Research and Markets: Enhancing Customer Relationship Management for Small Midsized Businesses 2015 - Includes CRM Trends and Challenges Business Wire - Professional Services

DUBLIN--(BUSINESS WIRE)--Research and Markets ( has announced the addition of the "Enhancing Customer Relationship Management (CRM) for Small Midsized Businesses (SMB)" report to their offering. Small midsized businesses (SMBs) become successful by addressing customers' needs. Customer relationship management (CRM) software has become critical to SMBs by automating their ability to identify profitable sales opportunities and to develop