Some of the default settings in the Microsoft Dynamics Sales interface have changed slightly and clients prefer using them the way they were traditionally used. One of the settings that’s changed is having the Address Fields populate and appear on the main screen.
Once you’ve migrated to your new CRM and you’ve deduplicated and cleansed your data, you’ll want to verify that the right Users have access have to the CRM and proper access to key components and modules within the system. An account (User Id and Password) will need to be created for each User first for them to have access to the CRM Sales app. Next to update their permissions follow these steps:
Using the Activities functionality in Dynamics is a great way to help stay on top of tasks and client communications. It also allows collaboration across teams throughout your organization. This tip will show you how to use Activities on an individual basis and how to attach it to an account. Activities can also be attached to other record types as well.
Did you know that Zia in Zoho CRM can help predict the probability of a Lead converting to an Account/Contact and generating a Deal, and the probability of winning that Deal? This can help you gain a more realistic view of your sales pipeline and help you understand which clients may need more attention to convert to an account/contact and win the deal. Zia gains this ability by looking at your past performance – how you interacted with a client and what those Leads and Deals had in common. In previous posts we talked about what is Zia is and looked at Zia’s Sales Trend Analysis capabilities. This week we’re going to explore Lead Conversion and Deal Closure Prediction so you can see how Zia can help you sell better!
With so many people working remotely right now, it’s no wonder you’re hearing about Microsoft Teams and Google Meet more than ever. If you’re wondering which is better for you or your organization, I’ve compiled some of the key points to consider below.
With so many people working remotely right now, it’s no wonder you’re hearing about Microsoft Teams and Zoom more than ever. If you’re wondering which is better for you or your organization, I’ve compiled some of the key points to consider below.
If you have access to Analytics, you can track your Sales Trends and Sales Follow-up Trends thanks to Zia in Zoho CRM! We previously discussed Zia and Data Enrichment, and now we’re going to take a look at what Zia can do with the automatically collected sales and activity data in your CRM. There are even pre-built dashboards right out of the box, saving you from having to build them on your own. You can even add them to your home page!
Zoho CRM is now utilizing Data Enrichment, powered by Zia. This can really help you in your sales efforts by building your customer profiles in a single click. But what is Zia? And what is Data Enrichment? Let’s take a look!
A Lead is Qualified and becomes an Opportunity when there’s a high prospect of the deal closing. The workflow in Microsoft Dynamics 365 defaults to creating an Account, Contact and Opportunity once a Lead is Qualified. Keep in mind that the system default settings automatically create the Account and Contact once the Lead is Qualified unless otherwise specified. Follow the following steps to qualify multiple leads simultaneously:
By pinning frequently used Apps and Menu Items in the Unified Interface, you create a denser and more efficient way to navigate the User Interface. Instead of needing 3 clicks to reach an Account screen, you can minimize it to 1 and instead of scrolling down multiple screens to Details, it can be saved and accessible as the first screen you see.
