CRM Optimization: 4 New Strategies to Increase Your Inside Sales Team’s Performance

In this last of my series on CRM optimization strategies and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin […]

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CRM Optimization: 5 New Strategies To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

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CRM Optimization: How to Improve your Marketing & Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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How to Optimize CRM Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve […]

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The Benefits of CRM Optimization & Visibility: 6 Common Objectives and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]

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CRM Optimization: 7 Ways Client Expectations are Changing and Why

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months, I have been involved in assisting several of our customers with planning and implementing CRM upgrades to improve the acquisition, retention, and growth of customers or clients. The organizations ranged from traditional industrial/supply chain companies […]

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Gain Competitive Advantage, Save Time and Slash Costs With Microsoft Dynamics CRM

Summary Since 1991, Handyman Connection has provided homeowners across North America with professional craftsmanship for a variety of home improvement and repair services. These include carpentry, drywall, electrical, fences, maintenance and installations, painting, plumbing, remodeling, storage, tile and flooring, much of which is now coordinated for local franchises through its national 800 call center and […]

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Streamline Customer Service and Improve Sales Productivity with Microsoft Dynamics CRM

Challenge Lehigh was struggling to reach their true growth potential, meet higher sales goals and improve their customer service. In order to reach these objectives, Lehigh needed to streamline their processes and bring their teams together, particularly when it came to new customer setups and how they served their customers. Working with Lehigh, the Affiliated […]

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Streamline Contact Center Operations and Support New Customer Growth with Microsoft Dynamics CRM

Introduction Founded in 1981, Triplefin is a privately owned order-to-cash solutions provider located in Cincinnati, Ohio. The company, whose tagline is “the support behind the brand,” provides outsourced infrastructure to consumer and health care industries. Their mission is to offer superior levels of customer care, order management and fulfillment services, sales and marketing support, and […]

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Reduced Outstanding Receivables by 13% and Increase Productivity by 50% with an Integrated Microsoft Dynamics CRM

Introduction US SafetyGear is a full-service safety supply company with over 20 years in the safety industry. Headquartered in Warren, Ohio, the company supplies a broad range of occupational safety products, including safety glasses, work gloves, safety shoes, work boots, rainwear, earmuffs, earplugs, and a growing line of more than 35,000 products. Through four retail […]

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