Microsoft Office Communicator Server is a powerful communication suite that provides a wide range of communications options. It can provide, Audio/Video Web Conferencing, Group Chats, Instant Messaging, as well as the Enterprise Voice Service.

 

As a sales professional we are always looking for ways to be more efficient and save a little time; watch our most Microsoft CRM Tip - using Microsoft CRM Outlook Email - Click and Drag.

The following tip shows how to filter date ranges with a start and stop date range in CRM out of the box filtering tools.

Time and time again we walk into clients and hear moaning and groaning from end users that the system is too complex, or it takes up too much time, and I get frustrated and then just don't put my stuff into the system. As CRM solutions and technology have advanced many of these hurdles have and are being overcome.

Today's technology allows you to customized and change the out of the box CRM versions to work with your process flow; however, over the past 15 years we have seen many of the sales professionals 'winers'  that are typically of an older generation or those who have not been formally been trained on use of computers or have never had the accountability or responsibility to have to use one.

One of our very successful customers, who is in his upper 60's still jokes that cell phones are still not going to catch on. However, he has recognized that he must adapt his organization and give his sales team the tools they need in order to make quick decisions as well as allowing himself to see the macro...

Every morning I was getting up and busting open the cupboard and grabbing the coffee grounds, putting them in the coffee maker, and waited for my cup of Joe. Once upon a time I had spent the time to learn how to set the timer and got into the mode of prepping my coffee at night; therefore in the morning I would walk in the kitchen and it was all set to go and I was off on my day to sell.

The power had gone out sometime ago and I had not spent the time to reset the coffee maker timer. The pain of trial and error for even 5 minutes of trying to stop and relearn the timer thwarted my efficiency I had once gained.

The same rings true with a sales person's day to day use of their sales tracking and CRM systems. Many will not spend the time to learn the simple tools that could save them time and energy. Make a list of the repetitive things you do each week entering into your CRM system or lists, views, etc. that you need.  Then try to pick one a week that you can try to learn how to leverage technology...

I was on a sales call yesterday closing what I thought was a slam dunk Microsoft Dynamics CRM deal. One of our approaches is that we need a plan in place in order to provide professional services instead of just giving them the keys to the car with no guidance.

In our K4 Sales Training - Know Yourself we leverage Psycho-Geometrics where we quickly ascertain a prospects communication style. In this case we were presenting to a strong Triangle.  Triangles are typically "A Type" personalities that would take out a 2nd mortgage on their house to support an entrepreneurial endeavor. It might be difficult to push an idea with a Triangle as they have already made up their minds before you share all of the information.

In this case a CRM plan was a waste of time and money. Even though we know that you increase your ROI and chances for end user adoption with processes outlined and re-engineered to leverage the technology as the great enabler.

In this instance know we were communicating with a Triangle...

 

Microsoft Dynamics CRM 4.0 White Paper

Date: June 2010

2 MICROSOFT DYNAMICS CRM ONLINE: SECURITY FEATURES JUNE 2010 Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

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The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after...

Update Rollup 10 is available and can be download from the following link:

http://support.microsoft.com/kb/979347