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Perform Proper Qualification in Dynamics 365

https://vimeo.com/961481707?share=copy Performing proper lead qualification in Microsoft Dynamics 365 is crucial for sales teams to maximize the platform’s capabilities and drive better business outcomes. Microsoft Dynamics 365 offers robust tools for managing customer relationships, but the true value of these tools can only be realized when sales teams effectively qualify leads. By utilizing Dynamics 365’s […]

Dynamics 365 Leads vs Prospect Accounts

Why you should consider changing the way you manage suspects and prospects in Dynamics 365 The idea of using Leads in Dynamics 365 for Sales is attractive as it allows you to completely separate “suspects” from prospects and customers however this is an area that we see sales teams struggle with. Why? Mainly because the […]

Why Sales and Marketing Alignment is Your Revenue Rocket Fuel

Sales and marketing are often seen as separate entities. Marketing churns out leads, while sales is responsible for working the leads and closing deals. Unfortunately, these teams are not always aligned, in fact Gartner found only 19% of organizations have achieved true sales and marketing alignment.  Why is Sales and Marketing Alignment Crucial? Imagine a […]

Why Now is the Time to Implement a CRM Solution

Why now is the time to implement a CRM solution. It is proven that businesses who make investments during economic downturns regain pre-recession growth rates. Harvard Business Review did a study on this called “Roaring Out of Recession” A few of the study’s findings: Firms that cut costs faster and deeper than rivals don’t necessarily […]

Microsoft Dynamics 365 Training Best Practices

Proper Microsoft Dynamics 365 training is absolutely paramount to a successful rollout. In this article, our team at Strava Technology Group shares best practices from our 15+ years’ experience with Dynamics CRM/365. Developing your training plan should begin early in the project — during requirements analysis. It is important to assess the user base and the levels […]

FastTrack Implementation Services for Microsoft Dynamics 365

Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a “rapid” implementation approach works – There are several things coming together in the CRM space that enables a […]

Microsoft Announces Continued Support for Outlook Add-In

In June 2017 Microsoft announced that the Outlook add-in for Dynamics 365 would be deprecated and would be replaced by the Dynamics 365 app for Outlook. This meant that the Outlook add-in would be supported in its current state but also would be removed from Dynamics 365 version 10 (next major release). Recently Microsoft announced […]

Are your Sales Reps Behaving? Manage with Dynamics 365

Are your sales reps behaving? I have been doing a lot of research recently for a client that wants to build best practice behavior into their sales team and manage it with Dynamics 365. I have read research from all the top sales benchmark and behavioral analysis firms. In compiling this information I have found […]

Activity Scoring Microsoft Dynamics CRM 365

Want to increase user adoption related to activity management in Microsoft Dynamics CRM/365? We have a great, simple solution – Activity Scoring. We can configure your Microsoft CRM system’s activity types and apply scores to each type. Higher value activities can be assigned higher scores. As users complete activities the system is calculating their total […]

Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. If you are not monitoring user adoption your Dynamics 365 CRM deployment likely has […]

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