4 Things to Look for in a CRM for Your SMB

2017-02-24T14:54:26+00:00

  Choosing the correct CRM for your small business is a complicated decision. There are many factors to consider and making the wrong choice can be a costly mistake. Once you have selected a CRM it will become an intricate part of your company’s operations. I have laid out 4 factors that we have found critical to selecting the right CRM for our small business clients. Is it scalable? Small to medium size businesses always should be thinking of the future. Adopting a new CRM can be a daunting process, with the time it takes to train staff and figuring out [...]

4 Things to Look for in a CRM for Your SMB 2017-02-24T14:54:26+00:00

Dynamics CRM: The Difference Between a Contact Vs. Lead

2016-12-20T12:35:21+00:00

  When setting up your Dynamics CRM understanding the difference between Contacts and Leads can be difficult. However, it is very important so that you don’t run into duplicate information in your CRM. What is a Contact? Microsoft says: “Use contacts to keep track of the people you do business with.” So basically, a contact is a customer you already have qualified and are doing business with. Being qualified and doing business with them is what is key here, if you have not yet qualified them they do not belong in your system as a contact. What is a Lead? Microsoft [...]

Dynamics CRM: The Difference Between a Contact Vs. Lead 2016-12-20T12:35:21+00:00