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SCARED of a Sloppy Sales Syndrome Relapse? Find the Cure Using Dynamics CRM Online
Just when you thought you had your work life organized, a new quarter starts and you’re buried with new leads, ongoing tasks with current clients, and the grueling search for new opportunities. Sloppy Sales Syndrome strikes again. On top of dealing with your own workload, the pains of postponing the sales cycle while waiting for deliverables from other resources on your team can be frustrating. But why wait for other people to assist you when you can be proactive and speed up the sales cycle on your own? In this blog, we’ll share 3 tricks that will help you take control of your opportunities using Microsoft Dynamics CRM Online. 1. DocuSign: Automated Document Delivery How often do you hear a client use the excuse, “My boss is out of the office and can’t sign your agreement until he returns?” With the new DocuSign CRM add-in, you can leverage automated templates […]
The Cure for Sloppy Sales Syndrome: 3 Tips on Getting Organized Using Dynamics CRM
Are you feeling the symptoms of sloppy sales syndrome? Misplacing important documents, digging through hundreds of emails, and forgetting to follow up on an opportunity are all key indicators. No sales person wants to complain about having too many opportunities, but at times the workload can be time-consuming and overwhelming. By minimizing these issues, you optimize your profits. This blog will share the top 3 tricks to stay organized using Microsoft Dynamics CRM.    1. Tasks: Set Daily, Weekly, and Monthly Reminders  Tasks are a sales person’s best friend. Dynamics CRM tasks are your daily reminders to perform action items during a sales cycle. They keep you accountable for future action items and eliminate the risk of losing any information saved on notepads, post-its, or white boards. 2. Set Regarding: Link Information for Easy Discovery Ever try looking for an email conversation that you had a few months ago that includes […]
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