Which CRM is best for your business in 2018 and beyond? David compares Microsoft Dynamics 365 vs. Salesforce to see which offers the best value for your business!
Did you know you can save money on your CRM by using team member licenses for users who do not need full access to Microsoft Dynamics 365 for Sales?
To manage CRM customization well, David proposes a crawl, walk, run approach that breaks down tasks and builds processes for achieving consistent, meaningful goals.
David offers some basic guidelines on marketing automation and how it can help you save time, increase reach, improve customer retention, and improve your marketing processes!
David suggests three kinds of quick-win CRM customizations salespeople love that also provide long-term value for you and your company!