Edgewater Fullscope Blog

3 Data Prep Tips and Things to Consider Before Importing Data in Microsoft Dynamics 365 for Sales

Feb 7, 2018 12:41 PM

There’s nothing worse than having unorganized records within your organization. Keeping data clean and up to date can become a daunting task but with these tips on data prepping and importing, this critical process within Dynamics 365 for Sales can be simplified. 

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3 Ways to Improve Your CRM Initiative

Jan 3, 2018 1:42 PM

New generation CRM systems are helping businesses both big and small succeed. However, many organizations aren't making the most of their CRM systems.

Today's CRM solutions come with powerful features, but complexity isn't always a good thing because it can be very disruptive and distracting.

To be successful with CRM, you need to eliminate features that aren't crucial to your business. With that said, here are 3 ways you can improve your CRM initiative:

#1 Focus on What Matters

Maintain a clear focus on what matters to your customers. Don't be swept away by every shiny new feature and capability of CRM system.

The primary purpose of CRM is to make your employees more productive, so eliminate features that aren't contributing to that purpose.

Growing your business and improving customers' experience are what matter most.

#2 Keep it Simple

Despite the benefits of a CRM system, it won't fulfill its potential if your employees can't use it.

Your CRM system should make tasks easier and not add to the responsibilities of your employees. An intuitive and easy-to-learn CRM system will help drive adoption.

#3 Look to the Future

A good CRM solution should be able to support your business model and processes. It should be flexible and adaptable to the changing needs of your organization. Ideally, you need CRM system that can evolve with your business and industry.

 Check out this quick video on improving your CRM initiative from my colleague Patrick Lewis.

Are you looking for ways to improve your CRM initiative? Please   contact us here  and we'll schedule a time to connect.
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3 Ways CRM Can Benefit Your Business

Dec 11, 2017 7:00 PM

CRM is an invaluable business tool that enables organizations to build a relationship with their customers. Since customer retention and loyalty both affect a company's revenue, CRM is a management strategy that helps businesses grow and scale effectively. 

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Clean it Up: Three Things Manufacturers Should Consider When Backing Up CRM Data

Apr 1, 2015 8:00 PM

April Blog Series: Spring Cleaning

Insights From: Art Small (Fullscope CRM Solutions Consultant)

Backing up Microsoft Dynamics CRM data can help provide manufacturers with assurance that records are safe, but it is important for the data to be clean before a backup occurs. Whether Dynamics CRM is deployed on-premise or in the cloud, there are a few things manufacturers should take into account before starting the project. 

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Take Two Minutes: "For Better Territory Management"

Jan 19, 2015 7:00 PM

January Blog Series: New & Best Practices

Insights from:  Wendell Simmons (Product Management at Fullscope) and Art Small (Fullscope CRM Solutions Consultant)

[youtube https://www.youtube.com/watch?v=CcqViedeV7Y]

As companies differentiate and focus their sales resource for the best coverage, spreadsheets and adhoc lead assignments become unmanageable in Microsoft Dynamics CRM.

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Top 5 Microsoft Dynamics CRM Online Myths Debunked

Sep 17, 2014 8:00 PM

September Blog Series: Debunking Myths

Insights from: Art Small (CRM Solutions Consultant), Arturo Bimrose (CRM Architect), and Mark Pitts (Senior Software Developer)

 Myth 1: Microsoft Dynamics CRM Online is slow.

Microsoft has invested a great deal into its server farms and into the technology supporting the environments. Users will find a quick response time with CRM whether in their browser, mobile app, or outlook. Speed is only subject to the user's local internet bandwidth and computer specifications.

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New Top 10 List: Why See Dynamics CRM 2013 in Action

Jan 5, 2014 7:00 PM

In a series of short blogs, we'll recap the top reasons to take a look at CRM 2013.  Here's the first one:

#1 Runs On The Most Popular Mobile Devices

Microsoft Dynamics CRM 2013 has mobile applications for Windows 8 and iPad tablets and Microsoft, iPhone and Android smart phones. The applications provide a user experience optimized for touch based on the tile approach of modern applications adjusted to conform to the device's screen limitations. While on the go, if you lose your Internet connection, you can still see any records you've already viewed. You may also access CRM in your device's browser for an experience similar to your PC.

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