My wife and I recently took a river cruise on the Rhine and visited Switzerland, France, Germany, and Holland, among many eureka moments, we were taken by the confluence of the past, present, and future.These countries are immersed in the past with the obvious collection of cultures, architecture, languages, religions, money, and commerce. These are all reflected in an almost riotous integration of today’s Europe.
When viewed from a far the historical foundations are still there, core values are somehow maintained and yet a new future is emerging in juxtaposition as distinct and inevitable.
Old surviving and new growing into something dynamic and different yet the same.
What is the point? As I reflected on the similarities with many of our business client’s the story is startlingly the same.
The preponderance of companies 20-30 years ago in the USA, began as a small businesses started by husbands and wives, brothers and sisters, uncles and aunts, friends and relatives and been sustained with core values primarily predicated on hard work and a can do attitude.
This entrepreneurial spirit is part of our America heritage and appeal of a freedom loving nation where anything is possible. However as these companies start to mature and face the inevitable transition to a new generation of leadership and the next step in their evolution conscious decisions must be made.
Plans must be put in place advancing a new direction embrace people, processes, and technology. Like the evolution and transformation of Europe it can be a distributing interaction of seemingly disparate and conflicting agendas.
Future leadership, family matters, changes in goods and services, strategic direction, marketing, sales process, use of technology and the beat goes on!
How do you sensibly build on the past while preparing for the future, while operating in the present, without throwing the baby out with the bath?
This requires some serious soul searching, strategic thought, and planning. We have seen many companies avoid this inevitable dynamic, thus reacting after the fact producing disastrous results.
NABC recommends taking time to examine the past, present, and future of your company and getting ahead of the curve.
We can help with an assessment of your current state and develop a plan for the transition into the future.
A…B…C… When we think of the abc’s, perhaps even more so than the popular sales mantra “always be closing,” we think of getting back to the basics. The alphabet is a foundational lesson we learn early on and internalize to the point where we hardly even notice it as we move through our days, no matter how ubiquitous it is on our lives.The sad truth we face with the complexity and pressure in today’s market is a salesperson can only spend about 22% of their time actually selling. Even if a salesperson closes 100% of their deals, they’re only able to do this with less than a quarter of their time. This is a problem.
So how do we solve it? We need technology that doesn’t waste a salesperson’s time —that actually helps salespeople do their jobs better, improving their productivity while enabling them to meet today’s customer expectations and the dramatically different buying process.
Download the free Microsoft ABC Ebook.
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This is a great time to take a look at what Skype for Business offers.Skype for Business is ideal for scheduling and running online meetings. Attendees can join from their computers, tablets, or phones. You can use video to connect and get on the same page or quickly trade IMs with your project team. Skype for Business makes communication easy and makes you more productive.
You have it as part of your Office 365 subscription. Click to watch a short video overview:
Neal and Associates would like to share some information about the CRM Online user interface (UI) enhancements that are coming as part of the 2015 Update 1 release, so that you can prepare your team:
Navigation changes will enable your team to move around the CRM UI more quickly. Enhancements in this area include:
The Sales, Service, Marketing, and Settings work areas are easier to move between.
Work items are now displayed beneath the work area selected, enabling faster discovery of things like dashboards, accounts, and cases.
The new shortcuts to recent work lets you quickly see the records and views you most recently accessed so that you can jump directly to those items as needed.
For a quick tour of these new navigation enhancements, check out this short video. For more details, see how to get around in CRM.
Theming allows you to personalize your Dynamics CRM Online deployment more than ever before. Theming enhancements include:
Add logos to make the experience feel more personal for your users and align to your company branding.
Change accent colors for the main navigation, hover, and selections to match your company style.
Color changes are available for all entities. You can find the configuration in the entity metadata.
Administrators can easily preview themes before publishing and also export and import themes for reuse.
Need more information about Theming? To learn more about how to change the color scheme or add a logo to match your organization’s brand, watch this video.
Forms are significantly improved for rendering in the UI. Things to know include:
A newly built form rendering engine provides extremely fast form load while maintaining compatibility.
These form changes will not impact end users, because they have the same features, interface, and behaviors as the legacy rendering engine. Some of the areas we've changed include how the page is constructed, how data loads, and how scripts are managed.
Unsupported customization's will likely break in the improved form engine. We encourage everyone to test your customizations, solutions, and scripts to ensure proper functionality with the improved form engine.
Get yourself ready for the update in five steps:
1. Get familiar. Read the Release Preview Guide for the complete list of capabilities.
2. Get prepared. Read about managing Microsoft Dynamics CRM Online updates.
3. Stay up to date. Bookmark the Get Ready page and visit regularly to stay informed.
4. 1.Test, train your users, and socialize the update before deploying to production.
5. 1.Your partner and Microsoft teams are here to help you be successful.
For more information and assistance: Click or Call NABC Today:
Our Blogs are Authored by various members of the NEALABC team.