Edgewater Fullscope Blog

Sales Forecast Accuracy Best Practices

Sep 20, 2017 6:00:00 AM

Sales pipeline consists of all opportunities at all stages in the sales cycle, and sales forecast is the salesperson’s prediction of which sales will close within a given time frame. The main difference between the pipeline and the sales forecast is the prospect must have a need that the organization can address within budget and timeframe considerations to qualify for the sales forecast. There also must be a clear understanding and agreement about the “next step.” For example:

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3 Ways CORE Leads an Organization in Becoming CRM Ready

Sep 13, 2017 9:24:00 AM

Let's first start by going through a rundown of everything we've learned so far about the CRM Ready model. The CRM Ready model is an aspirational goal that Fullscope has for our customers. We want our clients to utilize this because it has been fashioned after other companies who have been the most successful in CRM. We work to move everyone that comes on board with us towards the CRM Ready model because it works. 

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Updated Solution Release: Record Clone Version 2.2.1 for Microsoft Dynamics 365

Aug 21, 2017 8:53:11 AM

Clone records with a single click using Fullscope’s Record Cloning Solution for Microsoft Dynamics 365. It allows a clone function to be added to any record in the system. The process can occur in the background, or the new record can be opened in an unsaved state, allowing the user to modify the new record before committing it. Multiple entities and a mix of methods are supported in a single organization.

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Licensing – Transitioning from Dynamics CRM Online to Dynamics 365

Aug 8, 2017 4:00:00 AM

This year I’ve been spending a lot of time trying to identify the best route forward for each of my clients as they transition from Dynamics CRM Online to Dynamics 365. If you haven’t seen this already, Microsoft has merged its two leading business applications: Dynamics AX (ERP – Financials, Operations) and Dynamics CRM (Sales, Marketing, Customer Service etc.) into a single, overarching proposition – Dynamics 365. Microsoft’s reasoning is to be able to provide immediate access to the areas of functionality required, while giving a clear road map for expansion should you wish to underpin other areas of your organisation in the future. With this in mind, Dynamics 365 provides additional flexibility with licenses focused on the role of the user (E.g. D365 for Sales user, D365 for Customer Service user, Operations user etc.).

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Updated Solution Release: AutoNumber Solution Version 1.0.4 for Microsoft Dynamics 365

Aug 7, 2017 4:00:33 AM

Automatically assign numbers to any record type in Microsoft Dynamics 365 (formerly Dynamics CRM) with the Fullscope AutoNumber tool. It allows you to establish the number that you want to start with, prefix it with letters or an acronym and start numbering each record created in the system moving forward.

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10 Telling Questions for Your Sales Pipeline

Aug 4, 2017 4:00:21 AM

Creating and maintaining an accurate sales pipeline is one of the top goals and responsibilities for any sales leader. Organizations count on their ability to accurately predict revenue so that it can be used to effectively manage operations, the supply chain, and even the market.  Without it, it is likely that an organization will operate ineffectively, and the tenure of the sales leadership is always in question.

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GDPR Countdown Has Begun, Make Sure You Are Compliant by May 2018

Aug 2, 2017 10:35:11 PM

If you do not know what GDPR is, this article is for you. Now is the time to start understanding how it may impact your business, as the European Unions General Data Protection Regulations (GDPR) are coming into force May 2018.

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