a CRM Archives
 

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. CRM, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    Dynamics 365: 2019 release wave 2 plan

    The release plan (formerly release notes) for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020 for Dynamics 365. You can either browse the release notes online or download the document as a PDF file.   New for wave 2: The Power Platform (PowerApps, Microsoft Flow, and Power…

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  2. What is a Sales Funnel Image
    CRM, Salesforce

    What Is a Sales Funnel (and How Is It Changing)?

    The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams…

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  3. Marketing Trends for B2B Marketers Image
    CRM, Microsoft Dynamics 365 for Sales, Salesforce

    Marketing Trends for B2B Marketers

    Today’s B2B marketer has a plethora of marketing tools to leverage, and nowhere is data and technology more prevalent than in B2B marketing. Let’s go through four B2B marketing trends poised to have the greatest impact through the remainder of the year and on.   An Omnichannel Experience We’ve heard multi-channel marketing thrown around for…

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  4. 4 Key Features of Salesforce Lightning
    CRM, Salesforce

    4 Key Features of Saleforce Lightning

    It has been a few years since Salesforce launched Lightning Experience. Lightning is Salesforce’s latest component-based framework developed for users with less programming experience. It is designed to maximize sales rep. productivity, complete with analytics and in-line intelligence that will drive sales precision. Since the launch, Salesforce has been encouraging its customers to migrate from…

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  5. 5 Ideas to Drive Sales Through Marketing Automation and Microsoft Dynamics 365
    CRM, Microsoft Dynamics 365 for Sales

    5 Ideas to Drive Sales Through Marketing Automation and Microsoft Dynamics 365

    Marketing automation – the name really doesn’t do the technology justice. While it’s true that a marketing automation platform can help you automate marketing campaigns, these robust systems are capable of so much more and benefit many areas within an organization outside of marketing. Sales is one such beneficiary, particularly when marketing automation is paired…

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  6. 4_CRM_trends_blog_fmt_consultants
    CRM

    4 Trends that Are Transforming CRM in 2019

    As the number of businesses using Customer Relationship Management (CRM) systems increases, the market becomes more competitive. Understanding and adopting the latest trends in CRM is crucial to stay ahead. Big players like Salesforce and Microsoft in the CRM scene are constantly researching and improving their solutions, which helps you and your business. On top…

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  7. D365 Outlook App Fixes for Lead Form Layout Business rule and Java
    CRM, Microsoft Dynamics 365 for Sales

    Dynamics 365 Outlook App Fixes: Lead Form Layout | Business Rule | JavaScript Function

    Every time we do a CRM implementation or migration, there is always a chance we’ll run into errors or roadblocks. In this blog, we will go over two issues we encountered using Dynamics 365 Outlook App for Microsoft Dynamics 365 for Sales 8.2 and how we overcame them:   Modify a Lead Form Layout Add…

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  8. How to rename Business Process Flow stages in Microsoft Dynamics_FMT Consultants
    CRM, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    How to rename Business Process Flow stages in Microsoft Dynamics without disconnecting your sales pipeline

    I think we can all agree that every customer has their own unique business processes. If you are running Microsoft Dynamics CRM 2016, Dynamics 365 v8.2 or Dynamics 365 v9.0, the pre-defined stages available within the Business Process Flow (BPF) might not suffice. So in this blog post, I will go over customizing BPF stages…

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  9. SMB TechFest FMT Consultants
    CRM, ERP, IT, Office 365

    SMB TechFest Spotlight – FMT Consultants

    Technology choices matter. Applying new technology tools, or revising existing ones, requires a significant effort and sustained commitment to transformation. All, while continuing to run a business at top speed. Whether you work in operations, finance, IT… or all of those (and more), creating lasting value takes real work from people committed to building better…

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  10. Buyer 2.0 won’t wait for you. They are probably tweeting your competition right now for pricing or configuration information.
    CRM

    Buyer 2.0 part three: Where the Rubber Meets the Road

    This is the third part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part two: From Flat to Fantastic! Connecting these two potentially disparate discussions can help correct fractures in a modern engagement funnel and increase the relevance of experienced analog sales-people in a…

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  11. The faster we adapt to Buyer 2.0, the better our business. Technology helps (thank you CRM!), but it’s much more than sales-stages and opportunity management.
    CRM

    Buyer 2.0 part one: Lane Departure Warning!

    This is the first part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Recently, FMT attended an interesting partner conference at Microsoft campus in Redmond, where an excellent presenter shared his perspective on today’s “Buyer 2.0”. His assertion, was that in the modern supply chain, buyers are engaging…

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  12. Les Schwab Pride in Performance: Keep It Going.
    CRM

    Buyer 2.0 part two: From Flat to Fantastic

    This is the second part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part one: Lane Departure Warning! Because the Microsoft conference took place in the gray and green Northwest, the messaging brought to mind an exceptional book on effective sales: “Les Schwab Pride…

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