Organizing Sales Literature in Dynamics CRM

Sales literature is an important informational resource sales people use to present a product or service, many times to introduce potential customers to an offering at the beginning of the

Instructions on Sending a PowerMailChimp Email Blast in Dynamics CRM

There is a lot of great, highly detailed documentation available for all of the PowerPack add-ons, like PowerMailChimp. Once you’ve read it, you’ll be ready to send a PowerMailChimp email

Mapping Appointments in Dynamics CRM with PowerMap

For the traveling salesperson, nothing is more exciting than a perpetual road trip in a convertible and a zeal for winning deals for their company. The top salesperson is always

Customizing Sales Process Flows in CRM 2013

The Dynamics CRM 2013 business process flow functionality offers exciting possibilities for modeling a company’s business processes. This includes building out sales processes in CRM—particularly the ability to include process

Optimizing Sales Pipeline Probability Criteria in Dynamics CRM Opportunities

Many sales organizations use sales pipeline probability percentages to help them understand where sales opportunities are at in the sales cycle and what the chances are of closing the deal.

Capture Leads from Your Mobile Phone Straight into Dynamics CRM

By now, you’ve probably heard of the PowerWebForm add-on for Microsoft Dynamics CRM (if not, you may be living under a rock). This tool lets you capture leads from your

Dynamics CRM 2011 Goals and Advanced Sales Management

Goals were introduced in CRM 4.0 as a part of Extended Sales Forecasting. In CRM 2011 Goals come out of box without the need install any additional solution. So what

Learn About Dynamics CRM for Sales at PowerConnect 2012

PowerObjects’ CRM educational event of the year —PowerConnect—is less than a month away (November 13)! Are you registered yet? We’ve got some excellent content on the agenda on Dynamics CRM

Microsoft Dynamics CRM 2011 Relationship Mapping Helps Keep Customer and Bill-To-Customer Consistent

Recently, a Microsoft Dynamics CRM customer noticed a difference in functionality when creating a new Contract record and creating a new Contract record from a Contact. Today we’ll explore how

Fun with Jill and Tim and PowerOneView for Microsoft Dynamics CRM

OK – so now and then we like to have a little fun when we talk about our solutions! If you want to give this a try in you system

Assign Leads Based on Zip Code in Microsoft Dynamics CRM

You can assign leads based on zip code in Microsoft Dynamics CRM many ways, but the two most common ways are with workflow and with custom plugins. Workflow to Assign

Round Robin Lead Assignment in Microsoft Dynamics CRM 2011

Here’s a scenario involving a sales team dealing with round robin lead assignment. Let’s say a sales department is currently receiving leads via their website using a custom Web-to-Lead component.