Mapping Fields from Lead to Opportunity, Contact, or Account
Steps to complete: 1. Go to Settings 2. Go to Customizations 3. Click Customization the System 4. Click Entities and expand the Lead entity 5. Click on 1:N Relationships 6. If you want to map from Lead to Opportunity, look for opportunity_originating_lead (pictured). If you want to change Account or Contact, look for account_originating_lead
What Makes a Sales Team Successful?
Motivation is something that’s always evolving. At the start of my career, I entered the sales profession to make more money and have more freedom. Fair enough motives for launching a career . . . but that changed quickly. After I gained my first client, I quickly realized that the sales profession is not about
CRM Mobile Capability
For today’s workforces, mobile capability isn’t just a perk; it’s a required feature. We’re all mobile now, and it’s no longer only the sales staff that’s on the road. It’s everyone. So having access to critical client information, no matter where your employees are, is critical to your business success. With the release of CRM
Lead vs. Opportunity
Clients ask the best questions. Especially on the phone when there’s immediate pressure to have a (at least somewhat) decent response. This is a question that Tricension gets asked a lot because the difference between Leads and Opportunities in Microsoft CRM 2011 can be vague. At the same time, though, using the Lead and Opportunity functionality
Why go with a CRM Company Instead of a Company that does CRM?
Why go with a CRM company instead of a company that does CRM? Read that carefully — a small change in phrasing can make a big difference for your organization. When you and your team look for the right CRM solution, you’ll likely find both CRM companies and companies that offer a CRM product. Microsoft
CRM and Offensive Linemen
I was at a local entrepreneur/networking meeting this morning when I came to a realization. It’s something I’ve been feeling for a while, but couldn’t put words to until now. What we do at Tricension — customer relationship management (CRM) software, customization and consulting — is boring. Even the acronym is boring. Just CRM. Why
Microsoft CRM 2011 as a Development Platform
Part of my job as Director of Support means that I get to attend networking meetings. I love networking, especially with smaller startups because of their drive, their passion, and their enthusiasm to take an idea and use it to change the world. If there was one thing I would wish for many of these
Date Handling in Custom Activities and Plugins
We ran across a bug (well, our clients did) a few months ago that gave us fits until last week. The solution was so simple, yet non-obvious that I wanted to write about it in the hopes no one else has to spend time working on it. Dates Are Handled Differently in Custom Activities and
How CRM Can Help When a Key Employee Departs
Every company has experienced the pain of a key employee’s departure. Even under the best of circumstances — maybe a promotion, a marriage and move, caring for a growing family — it isn’t easy for those left behind. That good team member built relationships, developed leads and created opportunities . . . let’s call her
Hosting your CRM: Server vs. Online
Considering how to approach CRM for your business? You’ve likely found two options. The first is server-based: your company’s CRM data is stored on your own server on your own property. The second is based in the cloud through Microsoft Online. Often part of a Microsoft package, your CRM data exists online, accessible from anywhere.
