Leads vs. Opportunities: What’s the Difference?
The difference between leads and opportunities in CRM affects the way your CRM system is organized. Learn more about leads vs. opportunities with Mariam in CRM 101!
Bridging the Gap between Sales and Customer Service
In this episode of CRM 101, Mariam shows you how CRM increases visibility across departments and bridges the gap between sales and customer service!
CRM 101: More Basic CRM Terms & Definitions – Field, Entity, Grid, Label, & Dashboard
Learn the basic CRM terms that every beginner needs to know! In this episode of CRM 101, Mariam covers Dashboards, Entities, Fields, Grids, and Labels!
What Can CRM Do for Me? – An Introduction to the Benefits of CRM
What can CRM do for you? Peter proposes two main benefits of CRM: increased visibility, and an invisible personal assistant. Learn more in this episode of CRM 101!
An Introduction to Basic CRM Functions Using Dynamics 365 for Sales
Mariam introduces you to the basic functions of CRM: tracking accounts, contacts, and activities; searching, viewing, and adding to records; and the benefits of cloud-based CRM!
Why Get CRM? – An Introduction to CRM Benefits
Why get CRM? The answer depends on your type of business, as well as your sales, marketing, and customer service needs. Peter walks you through the basics!