CRM takes effort. It takes love. Why? Because CRM is -- strike that-- should be a living, breathing enhancement to your business processes. But if  you expect CRM to magically solve all kinds of problems for your business with no effort whatsoever, well, I'll let Christopher J. Bucholtz break the news. I found his blog and started following him this week. Here's why I'll start reading regularly:

1) His article this week, "3 Painfully Common Misuses of CRM," boldly identifies that some (ok, many) CRM deployments are given as much resources as we give thought to the idea unicorns are real. Follow? It was bold, and unfortunately true, if not amusing. He only could have made this better by cross-referencing magical leoplurodons.

2) He metaphorically called CRM a cudgel. Elicits a great point. CRM should not be ammo! If Sales "Leadership" is using this tool to tear down their team, that's...

This is a very common question from our customers just starting out with CRM. Simple as pie:

1) Navigate to CRM Options in Outlook. For Outlook 2011, you can get there by clicking on the File tab in the top, left corner.

BONUS TIP: Get familiar with the Options area. You can use this to control all sorts of data flow (number of records per page, synching time interval, forms you'd like to use by default, currency, personal preferences, etc.). These settings can influence User Productivity – see Top 10 User Productivity tips here.



2) Navigate to Synchronization, and then hit the Shortcut to "Outlook Filters." There wasn't always a shortcut – this is even easier in v2011!



 

3) Select "My Outlook Contacts" as the items you wish to edit,...

Microsoft announced today that they will release a Mobile solution for Windows Phone 7.5, iPad, iPhone, Android, and Blackberry devices called Microsoft Dynamics CRM Mobile! See the link to the update on the Roadmap page on CRM or download the CRM Q2 2012 Preview Guide.

Here is a quick summary of the main features coming in Q2:

We all have Goals for 2012. Setting and then managing to your Goals help make your business more predictable. If you are a Bank, you might have a number of Goals for your Banking Team that are both revenue related as well as Activity related.

Specifically, you may want to look at:

Loan Volume Cash Management Fees Deposits Appointments Have a look at the sample Dashboard below that visually shows how I am performing against my 4 Goals. What is great about Microsoft Dynamics CRM 2011 is that the sales team can manage their Opportunities and Activities and Goals manage themselves.

We have put together a video on how to set up Goals for your team. Check it out here.

 



 

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