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Many businesses undervalue the planning that must go into CRM software selection and overlook the importance of defining the capabilities and results that will matter most to their organization. Don’t be one of them.
The best CRM software is the one that has the right capabilities and features for your objectives. That selection process is harder than it sounds, however, as organizations are faced with an abundance of choices and priorities to consider when determining which customer relationship management (CRM) software can best meet their needs today and into the future.
The CRM journey often begins with a set of circumstances that make the need for better tools abundantly clear, but businesses must carefully evaluate their own requirements, ask serious questions of various vendors and identify the key features of CRM tools that will be most important to their organization before moving forward.
Nadine LeBlanc, research director for CRM at Gartner, says the power of CRM starts with an organization’s business strategy. “It seems simple, but a lot of organizations often think of CRM as a technology… but CRM is a business strategy that optimizes a business’ capability while promoting customer satisfaction and loyalty,” she says.
There is no one-size-fits-all approach to CRM and many companies are already performing some version of CRM without recognizing it as such, according to LeBlanc. Any organization that serves its customers’ needs and wishes, or actively requests feedback from customers, has already started the CRM journey, she says. Continue reading
The best entrepreneurs and business executives know they have to devote time, money and human resources to marketing if they want to boost their company’s brand recognition, increase sales and become a leader in their industry.- Marketing Priorities
But where to target your efforts? Marketing is constantly evolving, and to stay on top, you have to adapt to change and be ready to seize new opportunities. To help you as the new year approaches, here are the top marketing trends we anticipate for 2018.
The number of people using mobile devices to access the Internet continues to grow every year. Often, mobile is the only method people are using to surf the web. That’s why Google has announced its search results will give preference to websites with mobile responsive design over desktop-only sites.
What does this mean for your company? In a mobile-first world, your online user experience needs to be top-notch. To get an idea of how you’re doing, take a look at your bounce rate—the percentage of visitors leaving your web page without taking any action. If you have poor user experience, your bounce rate will likely be high (maybe 80% of visits or more). Continue reading
Microsoft Dynamics 365 for Finance and Operations, Business Edition is a cloud-based accounting system that’s 
easy to navigate and tightly integrated with Office 365 and other Microsoft cloud applications. It’s a solid offering but may lack features that some small and midsize businesses (SMBs) require.
Formally launched in November 2016 and still something of a work in progress, Microsoft Dynamics 365 for Finance and Operations, Business Edition (Dynamics 365) joins other current Microsoft Dynamics enterprise resource planning (ERP) applications, including Dynamics GP and Dynamics NAV, among others.
What Microsoft Dynamics 365 brings to the table is a focus on small and midsize enterprises (SME) and a cloud-only deployment model. Prices start at $40 per month per user, though each “Team Member” (users that only need to observe but not enter or change information) pays only $5 per month. As with most SME ERP and accounting systems, you’ll have to deal with a Microsoft Partner to obtain the app, so you’ll only get a final cost once that entity has added its charges.
While Dynamics 365 was a solid offering, its current lack of CRM, payroll, and project management (PM) capabilities keep it behind our current ERP Editors’ Choice winners Oracle NetSuite OneWorldLearn More at Netsuite and Syspro$199.00 at Syspro, at least for now. Continue reading
Relationships are the foundation of every small business’ success. But as your business grows, it can become harder 
to sustain strong relationships with your customers.-Customer Relationships Management Systems
How can you serve your 100th customer with the same degree of personal attention you gave your first customer?
The answer is customer relationship management (CRM) solutions. CRM software can help you capture more information about customers, use what you’ve learned to provide better service, and quickly take advantage of sales opportunities. Here are some suggestions for finding the right CRM tool for your business.
You may not realize just how much data your business collects on your customers—from purchasing history, job title, and budget to personal details like alma mater and how many children they have. How can you put all that data to use? Look for a CRM tool like Microsoft Dynamics CRM Online that allows you to organize it all in one place. Continue reading