Leads vs. Opportunities: What’s the Difference?
On past episodes of CRM 101, we've defined some important, entry-level CRM terms you'll need to know as you begin your CRM exploration or implementation.
But I still often get asked the difference between...
5 Simple CRM Terms That Will Up Your Dynamics 365 Game
Are you new to the CRM morpheme scheme and looking to learn the language? Perfect your dialect? Enhance your parlance? Enact some spectacular CRM vernacular?
Then look no further!
Bridging the Gap between Sales and Customer Service
We all know that CRM is a great tool for salespeople. They're able to track their sales, progress their opportunities, et cetera.
What you may not know is that CRM is also great for...
CRM 101: More Basic CRM Terms & Definitions – Field, Entity, Grid, Label, & Dashboard
Today we're going over some more CRM terms that every beginner needs to know. This time, we'll cover Dashboards, Entities, Fields, Grids, and Labels.
...
An Introduction to Basic CRM Functions Using Dynamics 365 for Sales
We all know that CRM can perform a lot of fancy functions and automations that do a lot for our business. However, today we're going to be focusing on basic CRM functions.
In this video...
5 Things to Do Before Adopting CRM for a Smooth CRM Implementation
Implementing a CRM solution is a big undertaking. If you don't have a solid plan, your CRM implementation could be delayed, slowed, or worse, could fail. To smooth your implementation process, make sure you do...