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I’ve been looking forward to this new release for some time now.  Here is a great article on the “spring wave” of Dynamics CRM updates.  I hope you find it as interesting as I did.

This article excerpt, by Gladys Rama, originally appeared here: http://bit.ly/1khOmay
The “spring wave” of Dynamics CRM updates is now generally available, Microsoft announced on Monday.
The update is available as Service Pack 1 (SP1) for on-premises Dynamics CRM 2013 users, and as the “Spring ’14” update for Dynamics CRM Online users. It supports 42 languages and is accessible in 54 markets, according to Microsoft’s announcement, with more expansion planned for Dynamics CRM Online during the third quarter.
Originally code-named “Leo,” this update wave incorporates technologies acquired from MarketingPilot, Netbreeze and Parature, all of which were purchased by Microsoft over the span of the last two years. Microsoft detailed some of these additions in February of this year and later at the Convergence conference.
Among the new capabilities and features in this spring update wave are:
A Unified Service Desk, designed to help customer service agents handle multiple aspects of customer interactions—such as e-mail, voice and IM communications—in a single interface.
A Social Listening tool, which lets organizations monitor and respond to customers’ social media posts about their products across different platforms and in real time.
A marketing automation tool called Dynamics Marketing.
According to this Microsoft blog, the Social Listening tool is free for Dynamics CRM Online users with at least 10 professional licenses. On-premises users can purchase Social Listening for $20 per user per month.
The Dynamics Marketing tool is available as a standalone service for $125 per user per month, a Microsoft spokesperson said in an e-mail. It is also included in the Dynamics CRM Online Enterprise licensing plan, which costs $200 per user per month.
Microsoft’s Dynamics CRM release preview guide gives more details about the new update’s features.
I thought this article was very interesting about Cloud computing.  I hope you enjoy reading it.
This article excerpt, by John McMalcolm, originally appeared here: http://bit.ly/1fR7tL3
Cloud computing is becoming a preferred computing option across almost every industry, and it is expected to grow in prevalence over the next few years.
The cloud offers a lot of advantages over on-premise computing solutions, ranging from cost savings to increased productivity. While some industries are still cautious about jumping on the cloud bandwagon, others are embracing the new technology with great enthusiasm.
Here is a look at four industries that are leading the way in cloud adoption:
Retail Industry
These days, more and more consumers are using digital technology to get product information and make purchases, and retailers need to provide a seamless shopping experience across a variety of channels in order to remain competitive.
By adopting cloud computing, they can meet their customers’ needs more efficiently and effectively with real-time personalized offers and marketing efforts.
According to an Accenture forecast, the cloud computing market in the retail industry is expected to grow by more than three times between 2011 and 2015, from $4.2 billion to $15.1 billion.
Retailers can improve almost every aspect of their businesses by switching to cloud computing, including channel operations, merchandising, marketing, supply chain, sales, customer service and support.
Legal Industry
When cloud computing was first introduced, the legal sector was one of the industries that were hesitant to adopt it. However, increasing acceptance of the technology in recent years has made it one of the top 4 industries that are embracing the cloud.
In a study conducted by LexisNexis, about 72 percent of attorneys from independent law firms in the US said that they are more likely to make use of cloud-based tools in 2014.
Law firms are one of the types of businesses that have a lot to gain from cloud adoption, because the cloud can provide reliable and secure storage for vast quantities of data, as well as easy data access.
Additionally, it improves data mobility, offers secure data backup and substantially reduces or eliminates IT infrastructure, software licensing and IT personnel costs.
Finance Industry
According to Gartner, more than 60 percent of banks around the world will be using cloud computing to process most of their transactions by 2016, and capital markets will adopt the technology at a faster rate this year.
There are many reasons why more and more banks are reaching for the cloud.
Other than being a cost-effective computing solution, it can also help banks achieve higher levels of consistency, standardization, productivity, agility and responsiveness, and make it easier and faster for them to deliver new products, enter new foreign markets and fulfill their growth agendas.
Manufacturing Industry
Cloud computing is a great computing solution for manufacturing companies because it enables them to avoid the numerous business and technical problems that come with running their own data centers, and it also reduces IT costs significantly.
By embracing the cloud, manufacturers can also establish a presence in almost any place around the world, connect manufacturing plants to an IT infrastructure and search for new business opportunities globally.
According to MintJutras, SaaS-based applications accounted for 22 percent of all manufacturing and distribution software installations in 2013, and the figure is expected to rise to 45 percent within 10 years.
The benefits of cloud computing are virtually endless, and businesses that have not adopted this technology should do so as soon as possible, or they will be left behind by their competitors.

Huge news for CRM users! Microsoft Dynamics CRM 2013 is now live, worldwide! We are very excited about the newest version of Dynamics CRM because Microsoft has enhanced the software in a number of ways that reflect their ongoing goal of providing the perfect business software. Below are some of the new Microsoft Dynamics CRM 2013 enhancements we are excited about:

The New User Experience-

Microsoft Dynamics CRM 2013 has been designed with an intuitive new interface that redefines the word “productivity”. Designed to be easy to understand and navigate, the layout keeps everything clean and clutter-free, while maintaining easy access to all the tools and capabilities that users need in a timely manner. Drop down boxes at the top of the screen allow constant access to the different areas of Dynamics CRM, making it easy to quickly perform tasks on the fly. Additionally a Quick Create button has been added to allow the creation of records from anywhere within Dynamics CRM!

New Social Capabilities-

The modern world of marketing keeps introducing interesting trends such as the use of social media for optimizing marketing efforts. Dynamics CRM is a leader in this innovation, as it is one of the first CRM applications to integrate with social media tools like Yammer, MarketingPilot and NetBreeze.

Yammer is a social network for enterprises that allows businesses to collaborate and communicate with people inside and outside of their organization. Microsoft has acquired Yammer and integrated it into Microsoft Dynamics CRM 2013, creating a powerful collaboration advantage for users. Access to Yammer feeds within the context of Dynamics CRM allows companies to communicate and collaborate across their entire ecosystem in a way that’s fast, relevant, and available to them when they’re working. Partners, suppliers, etc., can remain up-to-date with each other’s news, activities, insights, and ideas in a collective manner that keeps all parties on the same page.

MarketingPilot is an impressively powerful, tightly integrated marketing solution that was acquired by Microsoft in 2012. It gives you up-to-date tools for marketing resource management, campaign management, media planning & buying, budgeting, and more. The integration of MarketingPilot with Dynamics CRM 2013 gives businesses a complete integrated marketing management (IMM) solution that provides insight into campaign ROI’s and performance like they’ve never seen.

NetBreeze was recently acquired by Microsoft to help businesses analyze and act on market intelligence from social conversations. With NetBreeze, users can monitor sentiment and analyze trends to focus their communications and drive sales. The integration of NetBreeze with Dynamics CRM 2013 gives users the ability to monitor information from a wide array of social media channels such as Facebook, YouTube, Twitter, as well as 6,000 online news websites, 18 million blogs, and 500,000 message boards, all from within the context of the software they use to work.

Guided Processes-

Microsoft Dynamics CRM 2013 contains an amazing new feature that visually guides users through business processes so they can easily see what has been completed, where they are in the process, and what still needs to be done. Predefined and configurable processes help drive employee effectiveness as each stage is clearly outlined, with recommended steps to complete the process. As users move backwards or forwards through the process, they will be presented with a new list of suggested steps accordingly.

Processes within Dynamics CRM are highly configurable. Role-specific process assignments means when a user is assigned a process, they can switch from the default process to a process customized to better fit their role. Companies can customize their software processes to perfectly match the actual business processes they have in place. They can also easily package, export, and import the processes between systems.

Mobility-

A huge trend in CRM, and business applications in general, is the ability to access them from anywhere, anytime, via a mobile device. This trend isn’t going anywhere, which is great news for Dynamics CRM 2013 users, as Microsoft will be releasing a mobile app that is designed specifically for ease-of-use with mobile devices.

Mobile access to your system means you can arrive prepared for any appointment, and allows you to update your notes, records, and tasks while they are fresh in your mind. Using Dynamics CRM on your iPad or Windows 8 tablet, you’ll notice a seamless experience that is consistent across all your devices, driving productivity regardless of what device you’re using.

Phone applications for Dynamics CRM 2013 will be released in the near future that are touch-screen-optimized, so you can visually access all the areas of Dynamics CRM without losing the powerful capabilities that you need.

We are very impressed with Microsoft’s ability to deliver, time and time again, new versions of their software that address all the best areas of improvement with relevant on-point enhancements. In fact, their commitment to software development, innovation, and improvement is something unmatched by competitors, and, in my opinion, a contributing factor in the huge success of their applications.

We think you’ll like what Microsoft has been up to, and we highly encourage you to see for yourself. Microsoft Dynamics CRM 2013 is a beacon of forward-looking innovations, and we have complete faith in its ability to add value to your business.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our FREE “Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2013 can do for your company, please contact us today to set up a Free Discovery Call or Trial at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email at sales@turnkeytec.com.

By Brad Vorbeck & Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

Most businesses can benefit from using Microsoft Dynamics CRM Online, but a select few can take it a step further by taking advantage of Microsoft Dynamics CRM On-premise, which supports CRM projects that are more technical and intricate. There are five key questions you can use to evaluate your organization’s best option for a CRM implementation.

Microsoft stays ahead of the game by providing new releases that have been adding additional functionality to Microsoft Dynamics CRM Online. These enhancements support greater organizational complexity – more users, departments, countries, and lines of businesses. These changes come with greater platform support as well.

Answering these five questions below will give you a great starting point in determining your needs and which type of implementation, On-premise or Online, will work best for your organization.

How many individuals in your organization will need access to CRM?

Will Microsoft Dynamics CRM be used by one department, or companywide?

Does your current business processes map well to “out of the box” functionality, or will you need to customize the solution?

How much data will be migrated from legacy systems?

Do you have any 3rd party applications that will need to integrate with Microsoft Dynamics CRM?

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2011 can do for your company, please contact us today to set up a “Free Discovery Call” or “Trial” at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

By Stephanie Manning & Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

Microsoft Dynamics GP 2013 Enhancements Blog #3: Payables and Receivables Management

In the previous blog for our Dynamics GP 2013 Enhancements Blog Series we discussed the new General Ledger enhancements. For this installment, we are going to continue discussing financial enhancements, but with a focus on Payables and Receivables Management. These new features will allow you to work more accurately and effectively when managing your cash flow.

Payables Management
•Edit Payables Information- With this feature, you can change the remit to address ID on existing transactions. This allows you to edit the payables transaction rather than voiding it and starting over for one incorrectly-entered address.

•Reprint remittance forms and check stubs- You can reprint remittance forms and check stubs for posted check payments entered. Since you must keep a transaction history of all the vendors you will be re-creating, these reports will contain all of the details from the original document if the original was printed, the payment wasn’t voided, or if the history wasn’t deleted.

•Voiding reconciled payments- A field has been added to the Void Historical Payables Transaction window and the Void Open Payables Transaction window that indicates if payment has been reconciled in Bank Reconciliation.

•Voiding check enhancements- When you have credit memos applied to an invoice and want to void a payment that is applied to that same invoice, the credit memo or return is automatically unapplied from the invoice and can be reapplied as needed.

Receivables Management
•Define labels for user-defined fields in Customer Address Maintenance- The labels for the user-defined fields that appear in the Customer Address Maintenance window can now be defined so that users know what information to track in those fields.

•Applying unposted multicurrency cash receipts- You can now apply unposted cash receipts to transactions in the same currency as the cash receipt.

•View Checkbook ID- You can view the checkbook ID that a cash receipt was posted to by using the Cash Receipts Inquiry Zoom window.

•Combine or modify customer ID’s- If you want to combine or modify customer ID’s, you can import data without having to manually enter the information by using the Customer Combiner and Modifier window.

These features allow you to work conveniently and deliver smooth and accurate information without having to go through the trouble of restarting your process. With Dynamics GP 2013, you can access more information faster and in fewer steps.

If you have any questions or would like to learn more about Microsoft Dynamics GP 2013, please contact us today at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our“FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Stephanie Manning and Michael Ramatowski at Turnkey Technologies, Inc.—Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

Microsoft Dynamics GP 2013 Enhancements Blog #2: General Ledger

In previous blogs we talked about the Foundation Enhancements that came with the release of Microsoft Dynamics GP 2013. I have decided to do a series of blogs that will contain information about different aspects of GP2013 such as Financial Enhancements, Distribution Enhancements, Human Resources and Payroll Enhancements, and Field Service Series Enhancements. Since we have already talked about the GP 2013 Foundation Enhancements, I will focus this blog around some of the new Financial Enhancements. There are many new financial enhancements but in this blog we are going to focus on the General Ledger.

General Ledger-

Clearing balances of unit accounts during year-end close process:
•To clear the balance for the unit account during the year-end close process you can mark the Clear Balance during Year-End Close option in the Unit Account Maintenance window. If this is left unmarked, the balance account is then carried on to the next year during the year-end close process.

Keeping inactive accounts with zero balances during the year-end close:

You can now specify how to handle inactive accounts that have zero balances during the year-end close process with these three options:
•Delete all inactive accounts with zero balances.
•Keep all inactive accounts with zero balances.
•Delete inactive accounts with zero balances that have no budget amounts and keep inactive accounts with zero balances that have budget amounts.

Viewing status during the year-end close:

After you choose the Close Year button in the Year-End Closing window, a status bar appears, displaying the steps that are completed during the year-end process.
•Near the bottom of the screen, it will say “Step 6 of 7 Complete”

Viewing net change and period balances for unit accounts at the same time:

To view period balances and net change balances for the selected account simultaneously, you will see it set up in the Unit Account Maintenance window like this:

Period—- Net Change— Period Balance

General Ledger batch approval information is stored:

You have the ability to track batch approval information for a General Ledger general journal batch in addition to the posting information that’s kept. You will find this option on the Batch Entry page. Near the bottom it will say:

User I.D— Approval Date

If you have any questions or would like to learn more about Microsoft Dynamics GP 2013, please contact us today at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our“FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Stephanie Manning and Michael Ramatowski at Turnkey Technologies, Inc.—Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

There is a common misconception that Enterprise Resource Planning (ERP) solutions are designed only for big businesses. Ten years ago I would have agreed with that, but advancements over the years have greatly increased the availability of technology for any size business. In fact, there are numerous reasons why small businesses can, and should, adopt an ERP solution to help them run smoothly and efficiently.

Often, small businesses feel overwhelmed by the thought of adopting an ERP solution. Whether the concern be costs, time, or IT resources, the perception is that the project is simply more than the company can afford. As a result, many small businesses continue to manually run operations in programs like Microsoft Excel, greatly increasing the potential for human error as they lack safeguards and compliance rules that can protect companies from incredibly costly mistakes.

Fortunately, advancements in technology have eliminated most of the issues that deter small businesses from looking into ERP solutions. Here are four big reasons why small businesses can, and should, adopt an ERP solution today:

Software as a Service (SaaS)

Companies have much more flexibility in regards to the ways they can utilize and access their ERP system. Software as a Service is a software delivery model that allows companies to purchase and use ERP software on a monthly subscription basis. This model allows users to access their system via the internet, eliminating the need for On-Premise servers and in-house IT professionals. Since the company hasn’t invested heavily in the project, they can easily jump ship at any time if they determine the costs aren’t worth it.

Affordability

On-Premise ERP solutions can require costly investments to implement and maintain. However, now that Software as a Service is an option, typical investment costs like IT personnel and infrastructure can be avoided. Data is hosted in the cloud, hardware and IT maintenance responsibilities are put in the hands of the service provider, and costs are brought down.

Faster Implementations

Getting up and running quickly is critical for the well-being of small businesses implementing an ERP system. Furthermore, quick and painless user adoption is a must for businesses that want to keep training costs down. Microsoft Dynamics GP is designed on a platform that is easy to implement, and bolsters a very intuitive interface that looks and acts like commonly-used Microsoft Office products. Users can quickly learn the functionality needed to utilize the software without having to go through months of training.

Ease-of-Customization and Extension

ERP solutions such as Microsoft Dynamics GP are designed with modern, open technology, built with the concept of customization and add-on applications in mind. Interfaces, roles, and processes can easily be tailored to a business, cutting down costs on customization time. Starter and Extended packages allow companies to save money by purchasing a package that meets their bare minimum of requirements without the added costs of unnecessary functionality.

A wide range of functionality can be added to Microsoft Dynamics GP by integrating it with relevant third party applications. This allows companies to pick and choose the functionality they require and build a custom system of solutions at an affordable price.

If you have any questions or would like to learn more about Microsoft Dynamics GP 2013, please contact us today at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc.—Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

“Don’t bother just to be better than your contemporaries or predecessors. Try to be better than yourself.” – William Faulkner

 

Microsoft’s team of developers know the intuition behind business processes and how to turn those processes into new software functionality.  With their experience, they continuously strive to enhance Microsoft Dynamics GP in pursuit of formulating the perfect business software.  Dynamics GP 2013 has over 150 new enhancements, some of which are strictly dedicated to improving the overall logical functioning of Dynamics GP 2013.  The following are “Five Enhancements in Dynamics GP 2013” that make life easier for users in any line of business. 

 

Document Attachments-

This novel feature has been added to Dynamics GP 2013 to facilitate collaboration and information sharing between employees or departments.  This allows users to attach documents to certain records so other users can easily view details or documents that are directly related to those records.  Documents such as requisitions, images, and credit reports can be attached to master records, transactions, or line items that are assigned to transactions. 

 

Password Protection for Word Documents-

Email functionality has been enhanced a number of ways in Dynamics GP 2013.  One of these enhancements is the ability to send password-protected word documents over email.  This feature is useful when transferring sensitive documents to specific personnel.  It requires the receiver to enter a password before any edits can be made to the document. 

 

Lookups-

You can now save the default sort order when looking up master records.  When you look up master records such as items, employees, customers and prospects, salespeople, or vendors, they will automatically appear in the sort order you have saved for that lookup type.  Sort orders can be saved specific to users or companies.  It’s a simple enhancement that saves time for employees. 

 

Report Printing-

Reports can now be specified to a printer at the exact time of printing.  Before Dynamics GP 2013, users had to specify the default printer before the report was printed.  After choosing the print option and the report destination, the Windows Print dialogue box will appear.  Within this dialogue box you can select a different printer without changing the default printer option in the Print Setup window. 

You can also print reports directly from maintenance windows when using SQL Server Reporting Services.  Within the window, you can select the Printer icon drop-down list to choose the report you want to print from a list of reports. 

 

Home Page-

A number of basic enhancements have been made to streamline the Dynamics GP 2013 homepage.  It no longer includes the Microsoft Office Outlook area, and the Business Analyzer area now sits where the Metrics area was.  Also, Business Analyzer will only appear on the homepage if Microsoft SQL Server 2008 Reporting Services or later has been installed and integrated with Dynamics GP 2013.  The Area Pages can now be minimized, maximized, and moved in your homepage.  You can customize your homepage to display your preferred number of columns and their locations.  You can also customize your Area Page window so that only the Area Pages you need show up on your homepage.

 

If you have any questions or would like to learn more about the wide range of enhancements offered in Dynamics GP 2013, please contact us today at 636-237-2280, or email us at sales@turnkeytec.com.

 

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

 

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

“The difference between getting somewhere and nowhere is the courage to make an early start.” – Charles M. Schwab

 

Microsoft Dynamics GP is a great tool to improve your company’s efficiency, but are you getting the most out of your system?  Perhaps your sales team is spending too much time entering documents when they could be generating sales.  Or maybe locating complete customer information is a challenge with your current data setup as you jump from window to window for a complete picture.  SalesPad can improve these and other functions in your business by enhancing the Microsoft Dynamics GP user experience for better sales results.

 

Here are four ways SalesPad transforms your Microsoft Dynamics GP user experience:

 

Simplify your document entry process.  Dynamics GP is a complex application.  SalesPad makes it simple.  Entering documents such as quotes, orders, invoices, and returns is made easy with SalesPad, so your team can spend less time typing, and more time serving your clients. 

All-in-one view of your customers.  Many companies store vast amounts of customer information in their systems, but data is often dispersed throughout the software and can be a challenge to consolidate.  SalesPad makes it easy to get a 360 degree view of your customer so you can view all their relevant data on one screen.  Visible data can be fine-tuned to present only the information you need see, when you need to see it.

Inventory visibility.  Inventory management can be complex, especially when your system isn’t designed to present a complete view of your data.  SalesPad Inventory Lookup allows your company to leverage Dynamics GP’s sophisticated inventory storage capabilities by offering complete inventory access with just a few clicks.  View all aspects of your inventory on a single screen.  Save time.  Save money. 

20/20 view of your business.  Easy-to-use tools like Workflow, Sales Analysis Reports, and the Purchase Advisor allow you to view your business in 1080 p high definition.  Know what is happening in the company every step of the way with complete visibility, no matter where you are.  SalesPad Mobile allows access to critical information from your smart phone or tablet, allowing you to take your business with you anywhere. 

 

Please join us on June 13th at our Microsoft Dynamics GP  Free Lunch n’ Learn User Group Meeting in St. Louis, MO to hear SalesPad Solutions, LLC discuss their tool’s for enhancing your Dynamics GP user experience and much more.  Click here to register!

 

For a high level estimate of your investment in Microsoft Dynamics GP, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool.  It will give you a great starting point for assessing your potential investment in a project like this.  If you have additional questions or would like to learn more about what Microsoft Dynamics GP can do for your organization, please contact us today to setup a “Free Discovery Call” at 636-237-2280 or email at sales@turnkeytec.com .

 

By Michael Ramatowski, at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner

 

“The superior man is modest in his speech, but excels in his actions.” – Confucius

 

Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for their business.   What if you could improve your current “New Lead” tracking processes and expedite the sales process?  What would that be worth to your company?

 

Here are a few screen shots of Microsoft Dynamics CRM New Lead Form:

CRM lead general

 

CRM Lead Details

 

Microsoft Dynamics CRM is highly customizable to your organization’s specific business processes and requirements.  Please review the fields in these two screen shots because I’m going to give you three key tip for improving your “New Lead” tracking processes; which will result in better sales and marketing results in the following sections:

  1. General Section:  Please make sure the “Topic” is a required field to be filled out.  This will make it easier for everyone in the organization to scan and sort all of their leads faster and have greater visibility of the type of leads coming in.  It really helps to have a very specific categories for labeling leads in your organization as well.
  2. Details Section:  Always keep track of a lead’s origin by specifying a “Lead Source”.  This will help you better plan your next sales and marketing activities because you will know where to focus your resources.  Also, this drop-down window can be populated with the most common lead sources for your organization   to save time for everyone entering this information.
  3. Preferences Section: “Source Campaign” needs to be filled out for every new lead that enters the sales funnel.  This information will help you better track where you should be spending your future marketing and sales dollars because you will know which campaigns are producing the best results.

 

These are just three of my key tips for improving your “New Lead” tracking processes. If you have additional questions or would like to learn more about what Microsoft Dynamics CRM can do for your organization, please contact us today to setup a “Free Discovery Call”. Call 636-237-2280 or email me at mramatowski@turnkeytec.com .

 

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

 

By Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner