Tag Archives: Sales
Upcoming Webinar: Mold Dynamics 365 Sales to match your sales process with customized UI Apps
See first-hand how you can customize the new Dynamics 365 Unified Interface to implement Dynamics 365 Sales apps that match your existing sales processes.
When: Wednesday, April 28th at 11 AM CT
In this webinar you’ll learn:
- What the Unified Interface is and how it works.
- How you can customize Dynamics 365 sales apps to fit the needs of individual roles within your sales and marketing teams.
- Get insight into specific use cases for Sales UI apps.
- See detailed demos of the out-of-the-box UI app for Dynamics 365 Sales and a customized app for a specific role.
- Get your questions answered through a Q&A with our Dynamics 365 Sales Consultants.
What is the Unified Interface?
Back in 2018, Microsoft introduced a new version of Dynamics 365 aimed at streamlining the interface and making it easier for users to find and utilize the entities they need. They call this the . To be clear, this is not a new Dynamics 365 – it’s actually a new layer on top of the classic web application that still uses the same forms and data you are currently using. Another big benefit? The Unified Interface is designed to give users the same experience no matter what device they are using. This means Dynamics 365 will adapt to phones, tablets, and many browsers while providing the same optimal viewing experience.
Free Training – How to Leverage Sales Intelligence to Improve Sales Performance
Join us for this free training session and learn how to leverage sales intelligence technology to improve sales performance.
Date: March 18th
Time: 12-1pm Eastern
Research has proven that incorporating sales intelligence in your sales process significantly improves sales performance for B2B sellers. Harvard Business Review found that top-performing sales teams cite intelligence as a key driver fueling sales growth:
- 41% improvement in targeting
- 40% improvement in forecasting
- 34% improvement in lead quality
- 27% reduction in time spent looking for data
- 20% improvement in won opportunities
- Be our guest for an informative session and learn how to incorporate sales intelligence into your sales cycle.
During this session you will learn:
- What is sales intelligence?
- The cost of missing & bad data to sales
- How to uncover deep information about your prospects & customers
- Annual Revenue, ownership, employee count, and more
- Key contacts with verified email and telephone
- Technologies in use
- Industry info. and similar companies
- Automatically update prospect & customer info
- Day-in-the-life of sales using intelligence
All Attendees will receive 30 days of access to InsideView Insights, a leading B2B sales intelligence platform
About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 17 years of experience with Microsoft Dynamics CRM/365 and has helped hundreds of businesses plan, implement and support CRM initiatives. To reach David or call 844.8.STRAVA (844.878.7282) To learn more about Strava Technology Group visit www.stravatechgroup.com
The Collaboration of Sales and Marketing for a Successful SMB Goal
The sales and marketing departments of an SMB organization are responsible for different parts of the customer journey. Generally speaking, marketing focuses on attracting potential customers, while sales focus on closing the sale.
This means marketing and sales are closely linked since your marketing efforts are futile if you don’t generate sales, while the success of your sales depends on your ability to attract leads. Given that this bond, this indefinable unifying spirit is the very thing that binds two entities together, it seems a rational theory that marketing and sales teams would be naturally and wonderfully linked.
The most successful have marketing and sales teams that view each other as co-partners, each with an important role to play in helping the business grow.
Even though the relationship between sales and marketing teams is closely tied and very interdependent, their perspective towards technology, metrics, and lead assessment can differ greatly and this disparity in approach can sometimes create friction.
So, to mitigate this ‘clash of the Titans’ what can you do? Here are a few tips for healthy synchronicity:
Harmony in coexistence:
Marketing and sales teams often find themselves at loggerheads, perhaps due to a lack of communication or understanding about how each section can and should seamlessly liaise to drive customer growth and help elevate the ROI.
The answer lies in educating both about how their workflows collaborate to create an indispensable synergy for attaining broader organizational objectives. They need to cohabit in the same ecosystem fostering the same objective in mind. Unless the goals aren’t made clear to them, it might be slightly difficult.
Marketing and sales can no longer afford to exist in separate organizational silos. They need to morph into one cohesive team, work in harmony, help and support each other more successfully. And this outcome can be achieved if both parties are on the same page and are communicating constructively and endlessly.
This requires a team approach. This outcome requires a tactical and an organization’s cultural imperative that can only come from the top rung through good leadership and a vision seeped in clarity and definition.
Focused on lead generation:
The disengagement between marketing and sales personnel has a primary kingpin- leads. There are times when marketers become a little upset when it seems like sales aren’t closing the loop on generated leads, while the sales team may feel that those leads fall short of being qualified.
This lack of synchrony leads to a difference in opinions. But when marketing brings sales in, to define a combined lead generation strategy, success becomes attainable. In the interest of refining the lead qualification process, care should be taken to define customers and their journeys.
Creating detailed customer personalities and sharing these with sales will ensure that both sides of the line understand the particulars around what kind of audience is being targeted and why. This activity helps marketing and sales determine how and where to seek leads by developing a thorough understanding of customer beliefs, attitudes, and behaviors, including favored set-up, channel, and device.
for Marketing has this option of creating a custom-made customer journey which honestly is a boon for a company where the chances of disparity may rise.
Celebrate collaboration
Unity in an is a pivotal success factor for both organizational happiness and a cracking ROI. In companies wherein there are multiple hierarchies, it is important to build alliances at all levels, not just among the most senior ones.
When marketing and sales teams have united goals and shared projects, they must be encouraged to work comfortably with one another. The key to collaborative success lies in developing a company-wide philosophy where mutual sharing becomes the norm, offering colleagues across portfolios, departments transparency into both information and workflows.
Having an effective cross-functional working relationship between marketing and sales is critically important to companies in almost every sector. This relationship is almost like a jugular vein in business scenarios, where organizations are now operating in increasingly complex and competitive, and dynamic market environments.
To sum up:
The term ‘smarketing’ can be aptly used here. It’s a conjoined form of sales and marketing. Even though there might be differences in strategies, techniques, approaches, one thing has to be understood here, the unified intention of getting the customer’s loyalty is paramount.
Historically, SMBs have been excellent at customer-centricity but how do you stay close to the customer as you grow? And how do you stay close to the customer in this new age? You can’t without the right technology and collaboration of these two frontiers.
Your teams should be working together to make sure that your company achieves success and continues to grow. Unfortunately, if your marketing and sales teams are isolated from one another, this can become difficult to do. Integrating your marketing and sales teams and aligning your marketing and sales strategies can help get everyone on the same page to achieve unified goals.
We understand how much impact collaboration between the sales and marketing teams can have on an SMB. if you want to know more.
Using Sales and Purchase Journals in D365 Business Central
When speaking with Business Central users, we find that one of the underused tools in the software are sales and purchase journals. These are a way to create quick purchase or sales documents without having to go through the field-by-field process you follow when creating them manually. Let’s explore a couple examples of when this can be useful. In the first example, let’s say that a customer has…
Using Sales and Purchase Journals in D365 Business Central
When speaking with Business Central users, we find that one of the underused tools in the software are sales and purchase journals. These are a way to create quick purchase or sales documents without having to go through the field-by-field process you follow when creating them manually. Let’s explore a couple examples of when this can be useful. In the first example, let’s say that a customer has…
Using Sales and Purchase Journals in D365 Business Central
When speaking with Business Central users, we find that one of the underused tools in the software are sales and purchase journals. These are a way to create quick purchase or sales documents without having to go through the field-by-field process you follow when creating them manually. Let’s explore a couple examples of when this can be useful. In the first example, let’s say that a customer has…
Using Sales and Purchase Journals in D365 Business Central
When speaking with Business Central users, we find that one of the underused tools in the software are sales and purchase journals. These are a way to create quick purchase or sales documents without having to go through the field-by-field process you follow when creating them manually. Let’s explore a couple examples of when this can be useful. In the first example, let’s say that a customer has…
Using Sales and Purchase Journals in D365 Business Central
When speaking with Business Central users, we find that one of the underused tools in the software are sales and purchase journals. These are a way to create quick purchase or sales documents without having to go through the field-by-field process you follow when creating them manually. Let’s explore a couple examples of when this can be useful. In the first example, let’s say that a customer has…
How does CRM help sales in an SMB segment?
By Mohona Dutta | Reading time 5 minutes
It is an interesting time in the business world. From the quaint little mom-and-pop shops down the lane to the glitzy unicorn startup, .
As a small business, your customers are your priority. Managing information about your leads and contacts used to be easy when you had just started your company. However, as you grow more, generate more leads, close more deals, and build more relationships, spreadsheets, post-its, and word documents just aren’t enough anymore. Along with handling the customer’s information, you need to ensure that with your kind of sales team, productivity stays streamlined. Strategizing a way so that all their time and effort is spent on where it matters the most—delivering a stellar customer experience, and building brand loyalty. CRM in the past few years has become a boon to many small and medium businesses. It is never a ‘one-size-fits-all’ attitude with the leading CRMs, such as . The solution is custom-made as per your business type, size, and requirement.
Let’s talk about a few impacts that a CRM can have on your business.
Automate! Automate! Automate!
Automation through CRM means that your team can stop wasting time on menial admin tasks that take away from finding new leads and closing deals. Sales automation will help you replace your current mundane bits with intelligent workflows and macros. Leads will also flow through your sales pipeline more easily with an automatic assignment to the right sales reps.
Fast and effective lead management
With CRM, through lead scoring, contact list segmentation, and related methods, it’s possible to understand your prospects and customers better. CRM gives you everything that you need to know about your leads to convert them into happy, paying customers. With lead scoring and automated lead assignment, you can assign leads based on a variety of parameters and know which leads have the highest chance of moving down the pipeline.
Relax, breathe and synergize with your favorite products
Syncing such data as emails, document templates, and calendars helps the whole sales team stay abreast of what’s going on at the office, even if they’re not all in the same place. This way, no two sales team members try erroneously selling to the same person. You can integrate with your favorite products as well and reduce toggling from one screen to the other for customer information.
Say hello to your new friend…analytics!
Analytics-driven business culture can go a long way. A can help your sales team generate weekly reports revealing sales statistics. If you have a superstar seller, they can continue gaining momentum. Others who maybe didn’t have the best week can make changes using the data to streamline and improve their selling process. You can go from trusting your gut to the data in hand and make insightful decisions.
Sales is one of the pivotal aspects of any business. Imagine the amount of money spent by you while starting a company to sell a service or a product to make customers happy. And one fine day, you realize that the profit margin is stuck in the past. Your sales team is somehow busy with hunting data from five or six odd systems, failing at convincing customers to stick around and the prospect who looked promising gets put off by the lack of availability or response. A well-implemented CRM can prevent all of this. You don’t have to pull down the shutters yet. Let’s have a quick chat, for us to take you through the CRM solutions that we can customize for your small and/or medium business.
Using AI based technology SMBs can move on to the road for growth in a shorter span. Our whitepaper talks about the transformation that CRM can ensue.
For any support please
Using Sales and Purchase Journals in D365 Business Central
When speaking with Business Central users, we find that one of the underused tools in the software are sales and purchase journals. These are a way to create quick purchase or sales documents without having to go through the field-by-field process you follow when creating them manually. Let’s explore a couple examples of when this can be useful. In the first example, let’s say that a customer has…