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
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
Features Overview of MS Dynamics CRM for Small Biz
Whether you know it or not, your company has a CRM system. CRM, by definition, is Customer Relationship Management. So if you have a customer, then you’re managing that relationship. And how you do this has everything to do with how successful your company becomes. I got into this business because I truly loved the
The Latest in Dynamics: Top 10 New Features for CRM 2015
Here at Tricension, we’re busy gearing up for 2015. A new Microsoft Dynamics release has arrived, with many new and useful features. Our CRM experts are preparing to help you implement, and we’re looking forward to it. Some are user-facing functions and others allow for better back-end development. But all allow for a better user
How CRM Can Help When Your Company is Growing
Maybe you’re a small business today — but you don’t plan to stay small for long. If you and your company have ambitious plans for the future, your customer relationship management solution is key to healthy, sustainable growth. Every season gets busier than the last here at Tricension, and we’re seeing first-hand how important a
10 Signs You Need Hosted CRM Software
You’re a small business owner. You have some revenue. You have some clients. You have a lot of paperwork you’re doing by hand. You have paper files. You’re losing your paper files. You have Excel files. You and your employees have different versions of those Excel files. You need software. You need Customer Relationship Management
